iShares Core Conservative Allocation ETF
AOK
94 hedge funds and large institutions have $171M invested in iShares Core Conservative Allocation ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
37% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 30
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
10% more capital invested
Capital invested by funds: $156M → $171M (+$15.6M)
1% more funds holding
Funds holding: 93 → 94 (+1)
0.04% more ownership
Funds ownership: 31.84% → 31.88% (+0.04%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Centaurus Financial
Anaheim,
California
|
+$5.46M |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$1.63M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.26M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$1.15M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAS
Madden Advisory Services
Jacksonville,
Florida
|
-$1.12M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
-$1.03M |
| 3 |
CGL
Clarius Group LLC
Seattle,
Washington
|
-$994K |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$900K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$822K |
AOK Hedge Fund Activity: Q2 2019 in Review
94 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q2 2019, worth a combined $171M — up 10% from $156M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new AOK positions and 6 closed out — a net gain of 3 holders — while 41 added to existing stakes and 30 trimmed.
The largest buyer was Centaurus Financial, adding an estimated $5.46M. The largest seller was Madden Advisory Services, cutting an estimated $1.12M.
- 94 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q2 2019, up from 93 in Q1 2019.
- Funds reported $171M of iShares Core Conservative Allocation ETF stock for Q2 2019, up 10% quarter-over-quarter.
- 9 funds opened new iShares Core Conservative Allocation ETF positions in Q2 2019 and 6 closed out, a net change of +3 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q2 2019 was Centaurus Financial, an estimated $5.46M added.
- The largest iShares Core Conservative Allocation ETF seller in Q2 2019 was Madden Advisory Services, an estimated $1.12M sold.
Based on aggregated 13F filings for Q2 2019.