iShares Core Conservative Allocation ETF
AOK
38 hedge funds and large institutions have $42.4M invested in iShares Core Conservative Allocation ETF in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
36% more capital invested
Capital invested by funds: $31.3M → $42.4M (+$11.2M)
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
15% more funds holding
Funds holding: 33 → 38 (+5)
3.59% more ownership
Funds ownership: 16.91% → 20.5% (+3.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.02M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$1.7M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.13M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$759K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$728K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$477K |
| 3 |
MAS
Madden Advisory Services
Jacksonville,
Florida
|
-$316K |
| 4 |
Morgan Stanley
New York
|
-$296K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$241K |
AOK Hedge Fund Activity: Q4 2014 in Review
38 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q4 2014, worth a combined $42.4M — up 36% from $31.3M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new AOK positions and 7 closed out — a net gain of 6 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Wells Fargo, adding an estimated $4.02M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $728K sold.
- 38 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q4 2014, up from 33 in Q3 2014.
- Funds reported $42.4M of iShares Core Conservative Allocation ETF stock for Q4 2014, up 36% quarter-over-quarter.
- 13 funds opened new iShares Core Conservative Allocation ETF positions in Q4 2014 and 7 closed out, a net change of +6 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q4 2014 was Wells Fargo, an estimated $4.02M added.
- The largest iShares Core Conservative Allocation ETF seller in Q4 2014 was Cambridge Investment Research Advisors, an estimated $728K sold.
Based on aggregated 13F filings for Q4 2014.