iShares Core Conservative Allocation ETF
AOK
59 hedge funds and large institutions have $85.5M invested in iShares Core Conservative Allocation ETF in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 5 closing their positions.
145% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 11
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
4% more funds holding
Funds holding: 57 → 59 (+2)
5% more capital invested
Capital invested by funds: $81.5M → $85.5M (+$3.97M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.23% less ownership
Funds ownership: 29.74% → 27.51% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$1.7M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.46M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.31M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.29M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$681K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.62M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$1.06M |
| 3 |
Jane Street
New York
|
-$965K |
| 4 |
SCM
Southport Capital Management
Chattanooga,
Tennessee
|
-$338K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$335K |
AOK Hedge Fund Activity: Q3 2016 in Review
59 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q3 2016, worth a combined $85.5M — up 4.9% from $81.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new AOK positions and 5 closed out — a net gain of 3 holders — while 27 added to existing stakes and 11 trimmed.
The largest buyer was BlackRock Institutional Trust, adding an estimated $1.7M. The largest seller was Bank of America, cutting an estimated $1.62M.
- 59 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q3 2016, up from 57 in Q2 2016.
- Funds reported $85.5M of iShares Core Conservative Allocation ETF stock for Q3 2016, up 4.9% quarter-over-quarter.
- 8 funds opened new iShares Core Conservative Allocation ETF positions in Q3 2016 and 5 closed out, a net change of +3 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q3 2016 was BlackRock Institutional Trust, an estimated $1.7M added.
- The largest iShares Core Conservative Allocation ETF seller in Q3 2016 was Bank of America, an estimated $1.62M sold.
Based on aggregated 13F filings for Q3 2016.