iShares Core Conservative Allocation ETF
AOK
154 hedge funds and large institutions have $293M invested in iShares Core Conservative Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 53 reducing their positions, and 13 closing their positions.
69% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 13
11% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 53
4% more funds holding
Funds holding: 148 → 154 (+6)
5% more capital invested
Capital invested by funds: $280M → $293M (+$13.8M)
0.1% more ownership
Funds ownership: 30.09% → 30.19% (+0.1%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FM
Forward Management
San Francisco,
California
|
+$6.07M |
| 2 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
+$3.16M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.82M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.07M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$3.57M |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$2.58M |
| 3 |
AWA
ARQ Wealth Advisors
Scottsdale,
Arizona
|
-$1.71M |
| 4 |
RWM
Reston Wealth Management
Reston,
Virginia
|
-$1.51M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.01M |
AOK Hedge Fund Activity: Q3 2021 in Review
154 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q3 2021, worth a combined $293M — up 4.9% from $280M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new AOK positions and 13 closed out — a net gain of 9 holders — while 59 added to existing stakes and 53 trimmed.
The largest buyer was Forward Management, opening a new position worth an estimated $6.07M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $3.57M sold.
- 154 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q3 2021, up from 148 in Q2 2021.
- Funds reported $293M of iShares Core Conservative Allocation ETF stock for Q3 2021, up 4.9% quarter-over-quarter.
- 22 funds opened new iShares Core Conservative Allocation ETF positions in Q3 2021 and 13 closed out, a net change of +9 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q3 2021 was Forward Management, an estimated $6.07M added.
- The largest iShares Core Conservative Allocation ETF seller in Q3 2021 was J.W. Cole Advisors, an estimated $3.57M sold.
Based on aggregated 13F filings for Q3 2021.