iShares Core Conservative Allocation ETF
AOK
131 hedge funds and large institutions have $212M invested in iShares Core Conservative Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 8 closing their positions.
163% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 8
35% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 40
11% more funds holding
Funds holding: 118 → 131 (+13)
5% more capital invested
Capital invested by funds: $202M → $212M (+$9.87M)
0.89% less ownership
Funds ownership: 29.57% → 28.68% (-0.89%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.12M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.37M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.07M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.04M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$11M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.13M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$2.08M |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
-$1.21M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.07M |
AOK Hedge Fund Activity: Q3 2020 in Review
131 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q3 2020, worth a combined $212M — up 4.9% from $202M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new AOK positions and 8 closed out — a net gain of 13 holders — while 54 added to existing stakes and 40 trimmed.
The largest buyer was Bank of America, adding an estimated $5.12M. The largest seller was Darwin Wealth Management, cutting an estimated $11M.
- 131 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q3 2020, up from 118 in Q2 2020.
- Funds reported $212M of iShares Core Conservative Allocation ETF stock for Q3 2020, up 4.9% quarter-over-quarter.
- 21 funds opened new iShares Core Conservative Allocation ETF positions in Q3 2020 and 8 closed out, a net change of +13 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q3 2020 was Bank of America, an estimated $5.12M added.
- The largest iShares Core Conservative Allocation ETF seller in Q3 2020 was Darwin Wealth Management, an estimated $11M sold.
Based on aggregated 13F filings for Q3 2020.