iShares Core Conservative Allocation ETF
AOK
121 hedge funds and large institutions have $211M invested in iShares Core Conservative Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 29 reducing their positions, and 5 closing their positions.
540% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 5
55% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 29
27% more funds holding
Funds holding: 95 → 121 (+26)
18% more capital invested
Capital invested by funds: $179M → $211M (+$31.5M)
1.6% more ownership
Funds ownership: 32.23% → 33.83% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.24M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$7.19M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.75M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.48M |
| 5 |
Jane Street
New York
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
-$1.46M |
| 2 |
MAS
Madden Advisory Services
Jacksonville,
Florida
|
-$1.44M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$868K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$675K |
| 5 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
-$465K |
AOK Hedge Fund Activity: Q4 2019 in Review
121 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q4 2019, worth a combined $211M — up 18% from $179M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new AOK positions and 5 closed out — a net gain of 27 holders — while 45 added to existing stakes and 29 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $7.24M. The largest seller was Stringer Asset Management, exiting entirely with an estimated $1.46M sold.
- 121 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q4 2019, up from 95 in Q3 2019.
- Funds reported $211M of iShares Core Conservative Allocation ETF stock for Q4 2019, up 18% quarter-over-quarter.
- 32 funds opened new iShares Core Conservative Allocation ETF positions in Q4 2019 and 5 closed out, a net change of +27 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q4 2019 was AE Wealth Management, an estimated $7.24M added.
- The largest iShares Core Conservative Allocation ETF seller in Q4 2019 was Stringer Asset Management, an estimated $1.46M sold.
Based on aggregated 13F filings for Q4 2019.