iShares Core Conservative Allocation ETF
AOK
21 hedge funds and large institutions have $25.3M invested in iShares Core Conservative Allocation ETF in 2013 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 2 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 22 → 21 (-1)
4.58% less ownership
Funds ownership: 22.93% → 18.35% (-4.6%)
18% less capital invested
Capital invested by funds: $30.9M → $25.3M (-$5.69M)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.41M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$287K |
| 3 |
LPL Financial
San Diego,
California
|
+$272K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$242K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$60.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$7.45M |
| 2 |
EA
Efficient Advisors
Mason,
Ohio
|
-$343K |
| 3 |
BAC
Boys Arnold & Co
Asheville,
North Carolina
|
-$271K |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$151K |
| 5 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
-$124K |
AOK Hedge Fund Activity: Q4 2013 in Review
21 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q4 2013, worth a combined $25.3M — down 18% from $30.9M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of AOK and 1 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 8 added.
The largest buyer was Wells Fargo, adding an estimated $1.41M. The largest seller was Bank of America, cutting an estimated $7.45M.
- 21 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q4 2013, down from 22 in Q3 2013.
- Funds reported $25.3M of iShares Core Conservative Allocation ETF stock for Q4 2013, down 18% quarter-over-quarter.
- 1 fund opened new iShares Core Conservative Allocation ETF positions in Q4 2013 and 2 closed out, a net change of -1 holder.
- The largest iShares Core Conservative Allocation ETF buyer in Q4 2013 was Wells Fargo, an estimated $1.41M added.
- The largest iShares Core Conservative Allocation ETF seller in Q4 2013 was Bank of America, an estimated $7.45M sold.
Based on aggregated 13F filings for Q4 2013.