iShares Core Conservative Allocation ETF
AOK
AOK
156 hedge funds and large institutions have $190M invested in iShares Core Conservative Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 61 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
less funds holding
Funds holding: →
less ownership
Funds ownership: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
30% less capital invested
Capital invested by funds: $271M → $190M (-$81.8M)
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Holders
156
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$3.57M | |
| 2 | +$2.76M | |
| 3 | +$1.54M | |
| 4 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
+$1.07M |
| 5 |
E3F
Eight 31 Financial
Midland,
Texas
|
+$927K |
Top Sellers
| 1 | -$15.6M | |
| 2 | -$11.9M | |
| 3 | -$11.4M | |
| 4 |
Morgan Stanley
New York
|
-$8.89M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.36M |