iShares Core Conservative Allocation ETF
AOK
63 hedge funds and large institutions have $124M invested in iShares Core Conservative Allocation ETF in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
45% more capital invested
Capital invested by funds: $85.5M → $124M (+$38.5M)
39% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 18
8.6% more ownership
Funds ownership: 27.51% → 36.12% (+8.6%)
7% more funds holding
Funds holding: 59 → 63 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$15.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$12.3M |
| 3 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
+$3.88M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.19M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$815K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.22M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.06M |
| 3 |
Morgan Stanley
New York
|
-$1.06M |
| 4 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$661K |
| 5 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
-$365K |
AOK Hedge Fund Activity: Q4 2016 in Review
63 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q4 2016, worth a combined $124M — up 45% from $85.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new AOK positions and 7 closed out — a net gain of 4 holders — while 25 added to existing stakes and 18 trimmed.
The largest buyer was Bank of America, adding an estimated $15.6M. The largest seller was Cetera Advisors, cutting an estimated $1.22M.
- 63 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q4 2016, up from 59 in Q3 2016.
- Funds reported $124M of iShares Core Conservative Allocation ETF stock for Q4 2016, up 45% quarter-over-quarter.
- 11 funds opened new iShares Core Conservative Allocation ETF positions in Q4 2016 and 7 closed out, a net change of +4 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q4 2016 was Bank of America, an estimated $15.6M added.
- The largest iShares Core Conservative Allocation ETF seller in Q4 2016 was Cetera Advisors, an estimated $1.22M sold.
Based on aggregated 13F filings for Q4 2016.