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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
PA
151
Pineridge Advisors
Missouri
$2.18K – – –
CFS
152
CGC Financial Services
Oregon
$1.28K – – –
CA
153
Continuum Advisory
Idaho
$1.06K – – –
TRCT
154
Tower Research Capital (TRC)
New York
$39 -$302 -8 -89%
CMP
155
Coston McIsaac & Partners
Maine
$16 +$151 +4 +0.9%
FFO
156
Fortitude Family Office
Arizona
$4 – – –
ACA
157
Atlas Capital Advisors
Wyoming
– -$19.1M -518,500 Closed
Jane Street
158
Jane Street
New York
– -$1.44M -39,011 Closed
Envestnet Asset Management
159
Envestnet Asset Management
Illinois
– -$1.4M -38,031 Closed
JFG
160
JDM Financial Group
Texas
– -$425K -11,499 Closed
Legacy Financial Group (Iowa)
161
Legacy Financial Group (Iowa)
Iowa
– -$341K -9,231 Closed
AWM
162
Axxcess Wealth Management
California
– -$294K -7,964 Closed
PAMG
163
Patton Albertson Miller Group
Tennessee
– -$290K -7,859 Closed
BAM
164
Belpointe Asset Management
Nevada
– -$275K -7,435 Closed
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
– -$245K -6,638 Closed
MA
166
Mutual Advisors
Nebraska
– -$202K -5,420 Closed
TWP
167
Triad Wealth Partners
Kansas
– -$47.3K -1,280 Closed
RIA
168
Realta Investment Advisors
Delaware
– -$44.1K -1,195 Closed
HFS
169
Hantz Financial Services
Michigan
– -$13K -357 Closed
FCAS
170
First Command Advisory Services
Texas
– -$11.5K -312 Closed
SAM
171
Smartleaf Asset Management
Massachusetts
– -$10.4K -281 Closed
JFA
172
JNBA Financial Advisors
Minnesota
– -$8.64K -234 Closed
RFG
173
RFP Financial Group
Georgia
– -$2.63K -71 Closed
BTI
174
Blue Trust Inc
Georgia
– -$2.21K -60 Closed
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.