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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
155
Holders Change
-6
Holders Change %
-3.73%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
54
Reduced
57
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
+$6.75M
2
ECA
Elevation Capital Advisory
Oregon
+$5.54M
3
OMC
Old Mission Capital
Illinois
+$1.52M
4
LPL Financial
LPL Financial
California
+$1.48M
5
GS
GTS Securities
New York
+$898K

Top Sellers

Rank Fund Capital Flow
1
ACA
Atlas Capital Advisors
Wyoming
-$19.1M
2
Goldman Sachs
Goldman Sachs
New York
-$2.56M
3
Jane Street
Jane Street
New York
-$1.44M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.4M
5
WAM
WNY Asset Management
New York
-$1.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
126
Farther Finance Advisors
California
$37.6K +$36.7K +971 +97,100%
GWM
127
Geneos Wealth Management
Colorado
$34.9K – – –
EWM
128
EPG Wealth Management
Georgia
$33.2K +$32.4K +858 New
CA
129
CoreCap Advisors
Michigan
$33.1K +$32.3K +856 New
DAM
130
Delta Asset Management
Tennessee
$23.2K – – –
VWM
131
Venturi Wealth Management
Texas
$22.8K – – –
NS
132
NBC Securities
Alabama
$22K – – –
AIC
133
Archer Investment Corporation
Indiana
$21.4K – – –
T
134
Tidemark
California
$21.3K – – –
MIM
135
Macroview Investment Management
Maryland
$18.5K +$151 +4 +0.8%
Qube Research & Technologies (QRT)
136
Qube Research & Technologies (QRT)
United Kingdom
$15.9K -$5.85K -155 -27%
HIA
137
Harbor Investment Advisory
Maryland
$13.1K +$302 +8 +2%
SS
138
Sunbelt Securities
Texas
$11.5K +$604 +16 +6%
FWM
139
FSA Wealth Management
Massachusetts
$11.1K +$10.9K +288 New
SWA
140
SOA Wealth Advisors
New York
$10.4K – – –
Fidelity Investments
141
Fidelity Investments
Massachusetts
$10.3K +$9.96K +264 +13,200%
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$10.1K +$9.81K +260 New
RWM
143
Reston Wealth Management
Virginia
$8.87K -$357K -9,470 -98%
MWM
144
Mascoma Wealth Management
New Hampshire
$7.46K -$6.61K -175 -48%
NL
145
NVWM LLC
Pennsylvania
$7.04K +$1.89K +50 +38%
FP
146
Financial Perspectives
Minnesota
$5.99K – – –
HWM
147
Horizons Wealth Management
North Carolina
$5.72K – – –
SWM
148
Sugarloaf Wealth Management
Georgia
$4.32K +$38 +1 +0.9%
Jones Financial Companies
149
Jones Financial Companies
Missouri
$3.91K +$38 +1 +1%
JIP
150
Jaffetilchin Investment Partners
Florida
$2.37K +$2.3K +61 New
3 4 5
6
7

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.