iShares Core Conservative Allocation ETF
AOK
37 hedge funds and large institutions have $42M invested in iShares Core Conservative Allocation ETF in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 5 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $42.4M → $42M (-$407K)
1.22% less ownership
Funds ownership: 20.5% → 19.28% (-1.2%)
3% less funds holding
Funds holding: 38 → 37 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
+$3.26M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$890K |
| 3 |
Jane Street
New York
|
+$836K |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$568K |
| 5 |
Morgan Stanley
New York
|
+$341K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$3.64M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$1.71M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.09M |
| 4 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
-$583K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$443K |
AOK Hedge Fund Activity: Q1 2015 in Review
37 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q1 2015, worth a combined $42M — down 0.96% from $42.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of AOK and 4 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 15 added.
The largest buyer was Live Your Vision, adding an estimated $3.26M. The largest seller was Wells Fargo, cutting an estimated $3.64M.
- 37 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q1 2015, down from 38 in Q4 2014.
- Funds reported $42M of iShares Core Conservative Allocation ETF stock for Q1 2015, down 0.96% quarter-over-quarter.
- 4 funds opened new iShares Core Conservative Allocation ETF positions in Q1 2015 and 5 closed out, a net change of -1 holder.
- The largest iShares Core Conservative Allocation ETF buyer in Q1 2015 was Live Your Vision, an estimated $3.26M added.
- The largest iShares Core Conservative Allocation ETF seller in Q1 2015 was Wells Fargo, an estimated $3.64M sold.
Based on aggregated 13F filings for Q1 2015.