iShares Core Conservative Allocation ETF
AOK
161 hedge funds and large institutions have $171M invested in iShares Core Conservative Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 66 reducing their positions, and 13 closing their positions.
69% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 13
3% more funds holding
Funds holding: 156 → 161 (+5)
2.18% less ownership
Funds ownership: 30.61% → 28.43% (-2.2%)
10% less capital invested
Capital invested by funds: $190M → $171M (-$19M)
35% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 66
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCMP
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
+$2.47M |
| 2 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
+$2.08M |
| 3 |
Goldman Sachs
New York
|
+$1.87M |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$1.75M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$7.61M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$5.04M |
| 3 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$3.57M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$3.2M |
| 5 |
WAM
WNY Asset Management
Williamsville,
New York
|
-$3.16M |
AOK Hedge Fund Activity: Q2 2024 in Review
161 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q2 2024, worth a combined $171M — down 10% from $190M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new AOK positions and 13 closed out — a net gain of 9 holders — while 43 added to existing stakes and 66 trimmed.
The largest buyer was Thrive Capital Management (Pennsylvania), opening a new position worth an estimated $2.47M. The largest seller was National Bank of Canada, cutting an estimated $7.61M.
- 161 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q2 2024, up from 156 in Q1 2024.
- Funds reported $171M of iShares Core Conservative Allocation ETF stock for Q2 2024, down 10% quarter-over-quarter.
- 22 funds opened new iShares Core Conservative Allocation ETF positions in Q2 2024 and 13 closed out, a net change of +9 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q2 2024 was Thrive Capital Management (Pennsylvania), an estimated $2.47M added.
- The largest iShares Core Conservative Allocation ETF seller in Q2 2024 was National Bank of Canada, an estimated $7.61M sold.
Based on aggregated 13F filings for Q2 2024.