iShares Core Conservative Allocation ETF
AOK
118 hedge funds and large institutions have $202M invested in iShares Core Conservative Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 10 closing their positions.
90% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 10
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
16% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 37
12% more capital invested
Capital invested by funds: $179M → $202M (+$22.3M)
6% more funds holding
Funds holding: 111 → 118 (+7)
1.89% less ownership
Funds ownership: 31.46% → 29.57% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$12M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.46M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.17M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.03M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$967K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$4.11M |
| 2 |
Jane Street
New York
|
-$2.02M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.73M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.32M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.32M |
AOK Hedge Fund Activity: Q2 2020 in Review
118 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q2 2020, worth a combined $202M — up 12% from $179M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new AOK positions and 10 closed out — a net gain of 9 holders — while 43 added to existing stakes and 37 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $12M. The largest seller was Private Advisor Group, cutting an estimated $4.11M.
- 118 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q2 2020, up from 111 in Q1 2020.
- Funds reported $202M of iShares Core Conservative Allocation ETF stock for Q2 2020, up 12% quarter-over-quarter.
- 19 funds opened new iShares Core Conservative Allocation ETF positions in Q2 2020 and 10 closed out, a net change of +9 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q2 2020 was Brookstone Capital Management, an estimated $12M added.
- The largest iShares Core Conservative Allocation ETF seller in Q2 2020 was Private Advisor Group, an estimated $4.11M sold.
Based on aggregated 13F filings for Q2 2020.