iShares Core Conservative Allocation ETF
AOK
152 hedge funds and large institutions have $406M invested in iShares Core Conservative Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 73 reducing their positions, and 29 closing their positions.
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
1.03% more ownership
Funds ownership: 43.89% → 44.92% (+1%)
7% less capital invested
Capital invested by funds: $434M → $406M (-$28.3M)
8% less funds holding
Funds holding: 166 → 152 (-14)
41% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 73
41% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$14.2M |
| 2 |
FA
Financial Advisors
Andover,
Massachusetts
|
+$4.68M |
| 3 |
Jane Street
New York
|
+$4.04M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.78M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$9.05M |
| 2 |
Morgan Stanley
New York
|
-$6.57M |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$2.47M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$2.24M |
| 5 |
CFP
Curran Financial Partners
Daniel Island,
South Carolina
|
-$2.16M |
AOK Hedge Fund Activity: Q3 2022 in Review
152 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q3 2022, worth a combined $406M — down 6.5% from $434M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of AOK and 17 opened new positions — a net loss of 12 holders — while 73 trimmed existing stakes and 43 added.
The largest buyer was Wells Fargo, adding an estimated $14.2M. The largest seller was Commonwealth Equity Services, cutting an estimated $9.05M.
- 152 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q3 2022, down from 166 in Q2 2022.
- Funds reported $406M of iShares Core Conservative Allocation ETF stock for Q3 2022, down 6.5% quarter-over-quarter.
- 17 funds opened new iShares Core Conservative Allocation ETF positions in Q3 2022 and 29 closed out, a net change of -12 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q3 2022 was Wells Fargo, an estimated $14.2M added.
- The largest iShares Core Conservative Allocation ETF seller in Q3 2022 was Commonwealth Equity Services, an estimated $9.05M sold.
Based on aggregated 13F filings for Q3 2022.