iShares Core Conservative Allocation ETF
AOK
AOK
149 hedge funds and large institutions have $220M invested in iShares Core Conservative Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 71 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
48% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 71
Holders
149
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$7.68M | |
| 2 | +$1.98M | |
| 3 | +$1.06M | |
| 4 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
+$711K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$685K |
Top Sellers
| 1 | -$10.4M | |
| 2 | -$9.45M | |
| 3 | -$4.41M | |
| 4 |
CFP
Curran Financial Partners
Daniel Island,
South Carolina
|
-$2.25M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.64M |