iShares Core Conservative Allocation ETF
AOK
91 hedge funds and large institutions have $144M invested in iShares Core Conservative Allocation ETF in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 4 closing their positions.
700% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 4
78% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 18
44% more funds holding
Funds holding: 63 → 91 (+28)
6% more capital invested
Capital invested by funds: $136M → $144M (+$8.16M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.67% less ownership
Funds ownership: 30.39% → 29.72% (-0.67%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.91M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.58M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$1.52M |
| 4 |
BlackRock
New York
|
+$1.26M |
| 5 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
-$17.7M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$6.13M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$999K |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
-$997K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$931K |
AOK Hedge Fund Activity: Q4 2017 in Review
91 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q4 2017, worth a combined $144M — up 6% from $136M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new AOK positions and 4 closed out — a net gain of 28 holders — while 32 added to existing stakes and 18 trimmed.
The largest buyer was Wells Fargo, adding an estimated $3.91M. The largest seller was Stuart Chaussee & Associates, cutting an estimated $17.7M.
- 91 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q4 2017, up from 63 in Q3 2017.
- Funds reported $144M of iShares Core Conservative Allocation ETF stock for Q4 2017, up 6% quarter-over-quarter.
- 32 funds opened new iShares Core Conservative Allocation ETF positions in Q4 2017 and 4 closed out, a net change of +28 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q4 2017 was Wells Fargo, an estimated $3.91M added.
- The largest iShares Core Conservative Allocation ETF seller in Q4 2017 was Stuart Chaussee & Associates, an estimated $17.7M sold.
Based on aggregated 13F filings for Q4 2017.