iShares Core Conservative Allocation ETF
AOK
63 hedge funds and large institutions have $136M invested in iShares Core Conservative Allocation ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 6 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 19
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
25% more capital invested
Capital invested by funds: $109M → $136M (+$27.1M)
2.11% more ownership
Funds ownership: 28.29% → 30.39% (+2.1%)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
3% less funds holding
Funds holding: 65 → 63 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
+$18.1M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$2.36M |
| 3 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$1.94M |
| 4 |
Morgan Stanley
New York
|
+$1.75M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.41M |
| 2 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$1.33M |
| 3 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$684K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$523K |
| 5 |
MFS
Madrona Financial Services
Everett,
Washington
|
-$439K |
AOK Hedge Fund Activity: Q3 2017 in Review
63 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q3 2017, worth a combined $136M — up 25% from $109M a quarter earlier.
Fund positioning in AOK was balanced in Q3 2017: 6 funds opened new positions, 6 closed out, 29 added to existing stakes and 19 trimmed.
The largest buyer was Stuart Chaussee & Associates, opening a new position worth an estimated $18.1M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.41M.
- 63 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q3 2017, down from 65 in Q2 2017.
- Funds reported $136M of iShares Core Conservative Allocation ETF stock for Q3 2017, up 25% quarter-over-quarter.
- 6 funds opened new iShares Core Conservative Allocation ETF positions in Q3 2017 and 6 closed out, a net change of 0 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q3 2017 was Stuart Chaussee & Associates, an estimated $18.1M added.
- The largest iShares Core Conservative Allocation ETF seller in Q3 2017 was Raymond James Financial Services Advisors, an estimated $2.41M sold.
Based on aggregated 13F filings for Q3 2017.