iShares Core Conservative Allocation ETF
AOK
156 hedge funds and large institutions have $190M invested in iShares Core Conservative Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 61 reducing their positions, and 20 closing their positions.
2% less funds holding
Funds holding: 159 → 156 (-3)
5.66% less ownership
Funds ownership: 36.27% → 30.61% (-5.7%)
10% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 20
28% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 61
30% less capital invested
Capital invested by funds: $271M → $190M (-$81.8M)
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$2.75M |
| 2 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$2.56M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.52M |
| 4 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
+$1.05M |
| 5 |
E3F
Eight 31 Financial
Midland,
Texas
|
+$911K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$15.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$11.6M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$11.4M |
| 4 |
Morgan Stanley
New York
|
-$8.74M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.24M |
AOK Hedge Fund Activity: Q1 2024 in Review
156 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q1 2024, worth a combined $190M — down 30% from $271M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of AOK and 18 opened new positions — a net loss of 2 holders — while 61 trimmed existing stakes and 44 added.
The largest buyer was National Bank of Canada, adding an estimated $2.75M. The largest seller was Raymond James & Associates, cutting an estimated $15.4M.
- 156 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q1 2024, down from 159 in Q4 2023.
- Funds reported $190M of iShares Core Conservative Allocation ETF stock for Q1 2024, down 30% quarter-over-quarter.
- 18 funds opened new iShares Core Conservative Allocation ETF positions in Q1 2024 and 20 closed out, a net change of -2 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q1 2024 was National Bank of Canada, an estimated $2.75M added.
- The largest iShares Core Conservative Allocation ETF seller in Q1 2024 was Raymond James & Associates, an estimated $15.4M sold.
Based on aggregated 13F filings for Q1 2024.