iShares Core Conservative Allocation ETF
AOK
159 hedge funds and large institutions have $271M invested in iShares Core Conservative Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 17 closing their positions.
47% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 17
34% more capital invested
Capital invested by funds: $202M → $271M (+$69.2M)
5.15% more ownership
Funds ownership: 31.12% → 36.27% (+5.2%)
5% more funds holding
Funds holding: 152 → 159 (+7)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
9% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$14.3M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$14M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$10.9M |
| 4 |
Morgan Stanley
New York
|
+$7.52M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$9.5M |
| 2 |
LPL Financial
San Diego,
California
|
-$4.17M |
| 3 |
CFP
Curran Financial Partners
Daniel Island,
South Carolina
|
-$3.47M |
| 4 |
Jane Street
New York
|
-$3.31M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$3.21M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
176
WealthShield Partners
Cary,
North Carolina
| – | -$9.85K | -290 | Closed |
|
|
TCM
177
Tradewinds Capital Management
Bellingham,
Washington
| – | -$272 | -8 | Closed |
|
178
Fidelity Investments
Boston,
Massachusetts
| – | -$34 | -1 | Closed |
|
AOK Hedge Fund Activity: Q4 2023 in Review
159 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q4 2023, worth a combined $271M — up 34% from $202M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new AOK positions and 17 closed out — a net gain of 8 holders — while 52 added to existing stakes and 57 trimmed.
The largest buyer was Wells Fargo, adding an estimated $14.3M. The largest seller was AE Wealth Management, cutting an estimated $9.5M.
- 159 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q4 2023, up from 152 in Q3 2023.
- Funds reported $271M of iShares Core Conservative Allocation ETF stock for Q4 2023, up 34% quarter-over-quarter.
- 25 funds opened new iShares Core Conservative Allocation ETF positions in Q4 2023 and 17 closed out, a net change of +8 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q4 2023 was Wells Fargo, an estimated $14.3M added.
- The largest iShares Core Conservative Allocation ETF seller in Q4 2023 was AE Wealth Management, an estimated $9.5M sold.
Based on aggregated 13F filings for Q4 2023.