iShares Core Conservative Allocation ETF
AOK
165 hedge funds and large institutions have $257M invested in iShares Core Conservative Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 17 closing their positions.
94% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 17
57% more capital invested
Capital invested by funds: $163M → $257M (+$93.7M)
16% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 49
7.78% more ownership
Funds ownership: 26.55% → 34.33% (+7.8%)
6% more funds holding
Funds holding: 155 → 165 (+10)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$25.6M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$16.8M |
| 3 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
+$13.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$5.89M |
| 5 |
Morgan Stanley
New York
|
+$5.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
-$5.68M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$4.36M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.56M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.37M |
| 5 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$931K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NWMG
176
National Wealth Management Group
Cincinnati,
Ohio
| – | -$213K | -5,517 | Closed |
|
177
Mercer Global Advisors
Denver,
Colorado
| – | -$203K | -5,242 | Closed |
|
|
NS
178
NBC Securities
Birmingham,
Alabama
| – | -$22K | -575 | Closed |
|
|
MIM
179
Macroview Investment Management
Bethesda,
Maryland
| – | -$18.5K | -480 | Closed |
|
|
SWA
180
SOA Wealth Advisors
New York
| – | -$10.4K | -270 | Closed |
|
|
RWM
181
Reston Wealth Management
Reston,
Virginia
| – | -$8.87K | -229 | Closed |
|
|
JIP
182
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$2.37K | -61 | Closed |
|
|
CFS
183
CGC Financial Services
Lake Oswego,
Oregon
| – | -$1.28K | -33 | Closed |
|
AOK Hedge Fund Activity: Q4 2024 in Review
165 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q4 2024, worth a combined $257M — up 57% from $163M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new AOK positions and 17 closed out — a net gain of 16 holders — while 57 added to existing stakes and 49 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $25.6M. The largest seller was Elevation Capital Advisory, exiting entirely with an estimated $5.68M sold.
- 165 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q4 2024, up from 155 in Q3 2024.
- Funds reported $257M of iShares Core Conservative Allocation ETF stock for Q4 2024, up 57% quarter-over-quarter.
- 33 funds opened new iShares Core Conservative Allocation ETF positions in Q4 2024 and 17 closed out, a net change of +16 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $25.6M added.
- The largest iShares Core Conservative Allocation ETF seller in Q4 2024 was Elevation Capital Advisory, an estimated $5.68M sold.
Based on aggregated 13F filings for Q4 2024.