iShares Core Conservative Allocation ETF
AOK
22 hedge funds and large institutions have $30.9M invested in iShares Core Conservative Allocation ETF in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.43% less ownership
Funds ownership: 27.36% → 22.93% (-4.4%)
8% less funds holding
Funds holding: 24 → 22 (-2)
14% less capital invested
Capital invested by funds: $36.2M → $30.9M (-$5.24M)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$329K |
| 2 |
Morgan Stanley
New York
|
+$301K |
| 3 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$221K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$137K |
| 5 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$46.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.45M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$864K |
| 3 |
MAS
Madden Advisory Services
Jacksonville,
Florida
|
-$663K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$596K |
| 5 |
Jane Street
New York
|
-$278K |
AOK Hedge Fund Activity: Q3 2013 in Review
22 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q3 2013, worth a combined $30.9M — down 14% from $36.2M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of AOK and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 8 added.
The largest buyer was LPL Financial, adding an estimated $329K. The largest seller was Bank of America, cutting an estimated $4.45M.
- 22 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q3 2013, down from 24 in Q2 2013.
- Funds reported $30.9M of iShares Core Conservative Allocation ETF stock for Q3 2013, down 14% quarter-over-quarter.
- 2 funds opened new iShares Core Conservative Allocation ETF positions in Q3 2013 and 3 closed out, a net change of -1 holder.
- The largest iShares Core Conservative Allocation ETF buyer in Q3 2013 was LPL Financial, an estimated $329K added.
- The largest iShares Core Conservative Allocation ETF seller in Q3 2013 was Bank of America, an estimated $4.45M sold.
Based on aggregated 13F filings for Q3 2013.