iShares Core Conservative Allocation ETF
AOK
60 hedge funds and large institutions have $90.7M invested in iShares Core Conservative Allocation ETF in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 5 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 24
5% less funds holding
Funds holding: 63 → 60 (-3)
8.62% less ownership
Funds ownership: 36.12% → 27.49% (-8.6%)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
27% less capital invested
Capital invested by funds: $124M → $90.7M (-$33.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$8.99M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.74M |
| 3 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$1.09M |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
+$986K |
| 5 |
Morgan Stanley
New York
|
+$880K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$28.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$12M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$370K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$280K |
| 5 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
-$277K |
AOK Hedge Fund Activity: Q1 2017 in Review
60 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q1 2017, worth a combined $90.7M — down 27% from $124M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of AOK and 4 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 24 added.
The largest buyer was BlackRock, opening a new position worth an estimated $8.99M. The largest seller was Bank of America, cutting an estimated $28.5M.
- 60 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q1 2017, down from 63 in Q4 2016.
- Funds reported $90.7M of iShares Core Conservative Allocation ETF stock for Q1 2017, down 27% quarter-over-quarter.
- 4 funds opened new iShares Core Conservative Allocation ETF positions in Q1 2017 and 5 closed out, a net change of -1 holder.
- The largest iShares Core Conservative Allocation ETF buyer in Q1 2017 was BlackRock, an estimated $8.99M added.
- The largest iShares Core Conservative Allocation ETF seller in Q1 2017 was Bank of America, an estimated $28.5M sold.
Based on aggregated 13F filings for Q1 2017.