We are live on ! Find out more
AOK icon

iShares Core Conservative Allocation ETF
AOK

155 hedge funds and large institutions have $163M invested in iShares Core Conservative Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

4% less capital invested

Capital invested by funds: $171M → $163M (-$7.53M)

5% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 57

1.88% less ownership

Funds ownership: 28.43% → 26.55% (-1.9%)

4% less funds holding

Funds holding: 161 → 155 (-6)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

Holders
155
Holders Change
-6
Holders Change %
-3.73%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
54
Reduced
57
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
+$6.75M
2
ECA
Elevation Capital Advisory
Oregon
+$5.54M
3
OMC
Old Mission Capital
Illinois
+$1.52M
4
LPL Financial
LPL Financial
California
+$1.48M
5
GS
GTS Securities
New York
+$898K

Top Sellers

Rank Fund Capital Flow
1
ACA
Atlas Capital Advisors
Wyoming
-$19.1M
2
Goldman Sachs
Goldman Sachs
New York
-$2.56M
3
Jane Street
Jane Street
New York
-$1.44M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.4M
5
WAM
WNY Asset Management
New York
-$1.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
26
Consilium Wealth Advisory
Texas
$1.39M -$8.83K -234 -0.6%
Corient Private Wealth
27
Corient Private Wealth
Florida
$1.38M +$3.74K +99 +0.3%
Citadel Advisors
28
Citadel Advisors
Florida
$1.37M -$120K -3,168 -8%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.33M +$301K +7,969 +30%
JWCA
30
J.W. Cole Advisors
Florida
$1.26M -$57.2K -1,515 -4%
AFP
31
Ausdal Financial Partners
Iowa
$1.17M -$485K -12,836 -30%
RIL
32
Rothschild Investment LLC
Illinois
$1.15M – – –
AWS
33
Atria Wealth Solutions
New York
$1.04M -$28.5K -755 -3%
HI
34
Harbour Investments
Wisconsin
$1.04M +$82.7K +2,192 +9%
UBS Group
35
UBS Group
Switzerland
$1.02M +$147K +3,902 +17%
WA
36
Waverly Advisors
Alabama
$978K +$8.46K +224 +0.9%
CIAS
37
Capital Investment Advisory Services
North Carolina
$965K -$1.02K -27 -0.1%
RFN
38
RDA Financial Network
Iowa
$943K -$25.7K -681 -3%
Goldman Sachs
39
Goldman Sachs
New York
$922K -$2.56M -67,694 -74%
GS
40
GTS Securities
New York
$920K +$898K +23,800 New
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$882K -$1.03M -27,385 -55%
OBWG
42
Onyx Bridge Wealth Group
New York
$860K +$31.8K +843 +4%
FHA
43
Flagship Harbor Advisors
Massachusetts
$844K +$1.55K +41 +0.2%
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$783K -$6.04K -160 -0.8%
WC
45
Waterloo Capital
Texas
$763K +$386K +10,214 +107%
DWM
46
Darwin Wealth Management
Florida
$682K +$665K +17,629 New
CFA
47
Camarda Financial Advisors
Florida
$681K -$8.34K -221 -1%
SL
48
Sentinus LLC
Illinois
$672K -$388K -10,290 -36%
LWM
49
Lakeridge Wealth Management
Ohio
$670K -$29.2K -774 -4%
RW
50
REDW Wealth
New Mexico
$644K – – –
1
2
3 4 5

AOK Hedge Fund Activity: Q3 2024 in Review

155 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q3 2024, worth a combined $163M — down 4.4% from $171M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of AOK and 14 opened new positions — a net loss of 4 holders — while 57 trimmed existing stakes and 54 added.

The largest buyer was GeoWealth Management, adding an estimated $6.75M. The largest seller was Atlas Capital Advisors, exiting entirely with an estimated $19.1M sold.

  • 155 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q3 2024, down from 161 in Q2 2024.
  • Funds reported $163M of iShares Core Conservative Allocation ETF stock for Q3 2024, down 4.4% quarter-over-quarter.
  • 14 funds opened new iShares Core Conservative Allocation ETF positions in Q3 2024 and 18 closed out, a net change of -4 holders.
  • The largest iShares Core Conservative Allocation ETF buyer in Q3 2024 was GeoWealth Management, an estimated $6.75M added.
  • The largest iShares Core Conservative Allocation ETF seller in Q3 2024 was Atlas Capital Advisors, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2024.