iShares Core Conservative Allocation ETF
AOK
172 hedge funds and large institutions have $401M invested in iShares Core Conservative Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 53 increasing their positions, 58 reducing their positions, and 21 closing their positions.
95% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 21
37% more capital invested
Capital invested by funds: $293M → $401M (+$107M)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
12% more funds holding
Funds holding: 154 → 172 (+18)
6.88% more ownership
Funds ownership: 30.19% → 37.07% (+6.9%)
9% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
+$34.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$13.5M |
| 3 |
FM
Forward Management
San Francisco,
California
|
+$10.8M |
| 4 |
Morgan Stanley
New York
|
+$8.1M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
-$5.9M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.22M |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$1.55M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.21M |
| 5 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$1.14M |
AOK Hedge Fund Activity: Q4 2021 in Review
172 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q4 2021, worth a combined $401M — up 37% from $293M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new AOK positions and 21 closed out — a net gain of 20 holders — while 53 added to existing stakes and 58 trimmed.
The largest buyer was Trilogy Capital, adding an estimated $34.5M. The largest seller was USAdvisors Wealth Management, cutting an estimated $5.9M.
- 172 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q4 2021, up from 154 in Q3 2021.
- Funds reported $401M of iShares Core Conservative Allocation ETF stock for Q4 2021, up 37% quarter-over-quarter.
- 41 funds opened new iShares Core Conservative Allocation ETF positions in Q4 2021 and 21 closed out, a net change of +20 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q4 2021 was Trilogy Capital, an estimated $34.5M added.
- The largest iShares Core Conservative Allocation ETF seller in Q4 2021 was USAdvisors Wealth Management, an estimated $5.9M sold.
Based on aggregated 13F filings for Q4 2021.