iShares Core Moderate Allocation ETF
217 hedge funds and large institutions have $409M invested in iShares Core Moderate Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 76 increasing their positions, 88 reducing their positions, and 23 closing their positions.
2.51% less ownership
Funds ownership: 32.59% → 30.08% (-2.5%)
4% less funds holding
Funds holding: 226 → 217 (-9)
8% less capital invested
Capital invested by funds: $444M → $409M (-$35M)
14% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 88
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
26% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RL
Retireful LLC
Haslett,
Michigan
|
+$3.44M |
| 2 |
CWA
Consilium Wealth Advisory
Richardson,
Texas
|
+$3.28M |
| 3 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
+$1.79M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$1.2M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Tiedemann Advisors
New York
|
-$15.8M |
| 2 |
Morgan Stanley
New York
|
-$10.9M |
| 3 |
Jane Street
New York
|
-$7.42M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$6.33M |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$3.49M |
AOM Hedge Fund Activity: Q2 2023 in Review
217 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core Moderate Allocation ETF (AOM) for Q2 2023, worth a combined $409M — down 7.9% from $444M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of AOM and 17 opened new positions — a net loss of 6 holders — while 88 trimmed existing stakes and 76 added.
The largest buyer was Retireful LLC, adding an estimated $3.44M. The largest seller was Tiedemann Advisors, cutting an estimated $15.8M.
- 217 institutional investors held iShares Core Moderate Allocation ETF (AOM) as of Q2 2023, down from 226 in Q1 2023.
- Funds reported $409M of iShares Core Moderate Allocation ETF stock for Q2 2023, down 7.9% quarter-over-quarter.
- 17 funds opened new iShares Core Moderate Allocation ETF positions in Q2 2023 and 23 closed out, a net change of -6 holders.
- The largest iShares Core Moderate Allocation ETF buyer in Q2 2023 was Retireful LLC, an estimated $3.44M added.
- The largest iShares Core Moderate Allocation ETF seller in Q2 2023 was Tiedemann Advisors, an estimated $15.8M sold.
Based on aggregated 13F filings for Q2 2023.