iShares Core Conservative Allocation ETF
AOK
44 hedge funds and large institutions have $91.6M invested in iShares Core Conservative Allocation ETF in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 8 closing their positions.
214% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 7
62% more capital invested
Capital invested by funds: $56.7M → $91.6M (+$34.9M)
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
9.6% more ownership
Funds ownership: 25.51% → 35.11% (+9.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 47 → 44 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$12.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$8.64M |
| 3 |
LPL Financial
San Diego,
California
|
+$6.08M |
| 4 |
Morgan Stanley
New York
|
+$4.33M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Argentus Capital Management
Dallas,
Texas
|
-$1.97M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$904K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$900K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$792K |
| 5 |
Jane Street
New York
|
-$348K |
AOK Hedge Fund Activity: Q4 2015 in Review
44 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q4 2015, worth a combined $91.6M — up 62% from $56.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new AOK positions and 8 closed out — a net gain of 1 holder — while 22 added to existing stakes and 7 trimmed.
The largest buyer was Bank of America, adding an estimated $12.4M. The largest seller was Argentus Capital Management, exiting entirely with an estimated $1.97M sold.
- 44 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q4 2015, down from 47 in Q3 2015.
- Funds reported $91.6M of iShares Core Conservative Allocation ETF stock for Q4 2015, up 62% quarter-over-quarter.
- 9 funds opened new iShares Core Conservative Allocation ETF positions in Q4 2015 and 8 closed out, a net change of +1 holder.
- The largest iShares Core Conservative Allocation ETF buyer in Q4 2015 was Bank of America, an estimated $12.4M added.
- The largest iShares Core Conservative Allocation ETF seller in Q4 2015 was Argentus Capital Management, an estimated $1.97M sold.
Based on aggregated 13F filings for Q4 2015.