iShares Core Conservative Allocation ETF
AOK
65 hedge funds and large institutions have $109M invested in iShares Core Conservative Allocation ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 4 closing their positions.
129% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 14
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
20% more capital invested
Capital invested by funds: $90.7M → $109M (+$17.9M)
8% more funds holding
Funds holding: 60 → 65 (+5)
0.79% more ownership
Funds ownership: 27.49% → 28.29% (+0.79%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.24M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.26M |
| 3 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$1.32M |
| 4 |
LPL Financial
San Diego,
California
|
+$996K |
| 5 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$990K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.13M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$969K |
| 3 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
-$297K |
| 4 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
-$292K |
| 5 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
-$189K |
AOK Hedge Fund Activity: Q2 2017 in Review
65 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q2 2017, worth a combined $109M — up 20% from $90.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new AOK positions and 4 closed out — a net gain of 5 holders — while 32 added to existing stakes and 14 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.24M. The largest seller was Bank of America, cutting an estimated $1.13M.
- 65 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q2 2017, up from 60 in Q1 2017.
- Funds reported $109M of iShares Core Conservative Allocation ETF stock for Q2 2017, up 20% quarter-over-quarter.
- 9 funds opened new iShares Core Conservative Allocation ETF positions in Q2 2017 and 4 closed out, a net change of +5 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q2 2017 was Morgan Stanley, an estimated $7.24M added.
- The largest iShares Core Conservative Allocation ETF seller in Q2 2017 was Bank of America, an estimated $1.13M sold.
Based on aggregated 13F filings for Q2 2017.