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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$6.75M |
| 2 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
+$5.54M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.52M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.48M |
| 5 |
GS
GTS Securities
New York
|
+$898K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Atlas Capital Advisors
Jackson,
Wyoming
|
-$19.1M |
| 2 |
Goldman Sachs
New York
|
-$2.56M |
| 3 |
Jane Street
New York
|
-$1.44M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.4M |
| 5 |
WAM
WNY Asset Management
Williamsville,
New York
|
-$1.39M |
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.