iShares Core Conservative Allocation ETF
AOK
47 hedge funds and large institutions have $56.7M invested in iShares Core Conservative Allocation ETF in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 0 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
21% more funds holding
Funds holding: 39 → 47 (+8)
2.6% more ownership
Funds ownership: 22.91% → 25.51% (+2.6%)
4% more capital invested
Capital invested by funds: $54.6M → $56.7M (+$2.05M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Argentus Capital Management
Dallas,
Texas
|
+$1.98M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.34M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.29M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.24M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$933K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2M |
| 2 |
Jane Street
New York
|
-$1.35M |
| 3 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$968K |
| 4 |
LPL Financial
San Diego,
California
|
-$576K |
| 5 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
-$400K |
AOK Hedge Fund Activity: Q3 2015 in Review
47 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q3 2015, worth a combined $56.7M — up 3.8% from $54.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new AOK positions and 0 closed out — a net gain of 8 holders — while 18 added to existing stakes and 13 trimmed.
The largest buyer was Argentus Capital Management, opening a new position worth an estimated $1.98M. The largest seller was Morgan Stanley, cutting an estimated $2M.
- 47 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q3 2015, up from 39 in Q2 2015.
- Funds reported $56.7M of iShares Core Conservative Allocation ETF stock for Q3 2015, up 3.8% quarter-over-quarter.
- 8 funds opened new iShares Core Conservative Allocation ETF positions in Q3 2015 and 0 closed out, a net change of +8 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q3 2015 was Argentus Capital Management, an estimated $1.98M added.
- The largest iShares Core Conservative Allocation ETF seller in Q3 2015 was Morgan Stanley, an estimated $2M sold.
Based on aggregated 13F filings for Q3 2015.