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iShares Core Conservative Allocation ETF
AOK

24 hedge funds and large institutions have $36.2M invested in iShares Core Conservative Allocation ETF in 2013 Q2 according to their latest regulatory filings, with 24 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

27.36% more ownership

Funds ownership: 0% → 27.36% (+27%)

Holders
24
Holders Change
+24
Holders Change %
–
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$18.5M +$18.8M +602,618 New
MAS
2
Madden Advisory Services
Florida
$5.34M +$5.43M +173,563 New
LPL Financial
3
LPL Financial
California
$5.06M +$5.14M +164,460 New
NC
4
NewSquare Capital
Pennsylvania
$1.05M +$1.07M +34,205 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$864K +$879K +28,111 New
Wells Fargo
6
Wells Fargo
California
$715K +$727K +23,237 New
BAC
7
Boys Arnold & Co
North Carolina
$606K +$616K +19,700 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$596K +$606K +19,388 New
Morgan Stanley
9
Morgan Stanley
New York
$578K +$589K +18,827 New
U
10
UBS
Switzerland
$530K +$539K +17,238 New
KCG
11
Knight Capital Group
$399K +$406K +12,969 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$354K +$360K +11,524 New
EA
13
Efficient Advisors
Ohio
$330K +$335K +10,713 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$321K +$326K +10,435 New
PAS
15
Partnervest Advisory Services
California
$282K +$287K +9,173 New
Jane Street
16
Jane Street
New York
$278K +$282K +9,032 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$62K +$62.9K +2,010 New
AIG
18
American International Group
New York
$61.5K +$62.5K +1,998 New
Ameriprise
19
Ameriprise
Minnesota
$56K +$57.1K +1,826 New
MFS
20
MSI Financial Services
Massachusetts
$54K +$54.7K +1,750 New
WA
21
WFG Advisors
Texas
$45K +$46K +1,470 New
AIA
22
Alerus Investment Advisors
Minnesota
$31K +$31.3K +1,000 New
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$25K +$25K +800 New
PFO
24
Pathstone Family Office
New Jersey
$18K +$18.8K +600 New

AOK Hedge Fund Activity: Q2 2013 in Review

24 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q2 2013, worth a combined $36.2M.

Buyers outnumbered sellers: 24 funds opened new AOK positions and 0 closed out — a net gain of 24 holders — while 0 added to existing stakes and 0 trimmed.

  • 24 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $36.2M of iShares Core Conservative Allocation ETF stock for Q2 2013.
  • 24 funds opened new iShares Core Conservative Allocation ETF positions in Q2 2013 and 0 closed out, a net change of +24 holders.

Based on aggregated 13F filings for Q2 2013.