iShares Core Conservative Allocation ETF
AOK
AOK
166 hedge funds and large institutions have $395M invested in iShares Core Conservative Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 74 reducing their positions, and 27 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
45% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 74
Holders
166
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$91.6M | |
| 2 | +$4.88M | |
| 3 | +$3.04M | |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.2M |
| 5 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
+$2.04M |
Top Sellers
| 1 | -$12.2M | |
| 2 | -$11.1M | |
| 3 | -$7.14M | |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$7M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.38M |