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iShares Core Conservative Allocation ETF
AOK

155 hedge funds and large institutions have $163M invested in iShares Core Conservative Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

4% less capital invested

Capital invested by funds: $171M → $163M (-$7.53M)

5% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 57

1.88% less ownership

Funds ownership: 28.43% → 26.55% (-1.9%)

4% less funds holding

Funds holding: 161 → 155 (-6)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

Holders
155
Holders Change
-6
Holders Change %
-3.73%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
54
Reduced
57
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
+$6.75M
2
ECA
Elevation Capital Advisory
Oregon
+$5.54M
3
OMC
Old Mission Capital
Illinois
+$1.52M
4
LPL Financial
LPL Financial
California
+$1.48M
5
GS
GTS Securities
New York
+$898K

Top Sellers

Rank Fund Capital Flow
1
ACA
Atlas Capital Advisors
Wyoming
-$19.1M
2
Goldman Sachs
Goldman Sachs
New York
-$2.56M
3
Jane Street
Jane Street
New York
-$1.44M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.4M
5
WAM
WNY Asset Management
New York
-$1.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
76
WNY Asset Management
New York
$329K -$1.39M -36,838 -81%
CFD
77
Creative Financial Designs
Indiana
$325K +$72.9K +1,931 +30%
MML Investors Services
78
MML Investors Services
Massachusetts
$317K +$10.2K +270 +3%
RAM
79
Redmond Asset Management
Virginia
$312K – – –
VCP
80
Verus Capital Partners
Arizona
$298K – – –
TWP
81
Tempus Wealth Planning
California
$288K +$64.1K +1,698 +30%
SOS
82
Silver Oak Securities
Tennessee
$285K -$333K -8,832 -55%
NAS
83
Nicolet Advisory Services
Wisconsin
$272K +$604 +16 +0.2%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$270K +$981 +26 +0.4%
S
85
Syntrinsic
Colorado
$270K -$9.17K -243 -3%
BCI
86
Brinker Capital Investments
Pennsylvania
$269K – – –
OPS
87
Orion Portfolio Solutions
Nebraska
$269K – – –
TWC
88
TD Waterhouse Canada
Ontario, Canada
$268K +$98.4K +2,608 +60%
WDL
89
Well Done LLC
Michigan
$266K – – –
DWM
90
Dakota Wealth Management
Florida
$262K – – –
IF
91
Integrity Financial
Wyoming
$258K -$4.64K -123 -2%
UWM
92
USAdvisors Wealth Management
Minnesota
$249K -$6.87K -182 -3%
EIG
93
Ellenbecker Investment Group
Wisconsin
$248K -$377 -10 -0.2%
AAS
94
Ameritas Advisory Services
Nebraska
$246K +$240K +6,352 New
SFG
95
Sovereign Financial Group
Connecticut
$242K +$236K +6,257 New
PFS
96
Prospera Financial Services
Texas
$241K – – –
MAWA
97
Moss Adams Wealth Advisors
Washington
$235K +$2.64K +70 +1%
FCA
98
FinTrust Capital Advisors
South Carolina
$229K -$7.55K -200 -3%
KOC
99
Koss-Olinger Consulting
Florida
$223K +$340 +9 +0.2%
DWM
100
Diversify Wealth Management
Utah
$221K +$220K +5,839 New
2 3
4
5 6

AOK Hedge Fund Activity: Q3 2024 in Review

155 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q3 2024, worth a combined $163M — down 4.4% from $171M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of AOK and 14 opened new positions — a net loss of 4 holders — while 57 trimmed existing stakes and 54 added.

The largest buyer was GeoWealth Management, adding an estimated $6.75M. The largest seller was Atlas Capital Advisors, exiting entirely with an estimated $19.1M sold.

  • 155 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q3 2024, down from 161 in Q2 2024.
  • Funds reported $163M of iShares Core Conservative Allocation ETF stock for Q3 2024, down 4.4% quarter-over-quarter.
  • 14 funds opened new iShares Core Conservative Allocation ETF positions in Q3 2024 and 18 closed out, a net change of -4 holders.
  • The largest iShares Core Conservative Allocation ETF buyer in Q3 2024 was GeoWealth Management, an estimated $6.75M added.
  • The largest iShares Core Conservative Allocation ETF seller in Q3 2024 was Atlas Capital Advisors, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2024.