iShares Core Conservative Allocation ETF
AOK
AOK
152 hedge funds and large institutions have $202M invested in iShares Core Conservative Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
less ownership
Funds ownership: →
8% less capital invested
Capital invested by funds: $220M → $202M (-$17.2M)
34% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 64
Holders
152
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$7.55M | |
| 2 | +$3.83M | |
| 3 | +$1.37M | |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$1.26M |
| 5 |
Morgan Stanley
New York
|
+$914K |
Top Sellers
| 1 | -$7.5M | |
| 2 | -$5.85M | |
| 3 | -$2.18M | |
| 4 |
Lido Advisors
Los Angeles,
California
|
-$1.47M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.45M |