iShares Core Conservative Allocation ETF
AOK
90 hedge funds and large institutions have $136M invested in iShares Core Conservative Allocation ETF in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 11 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 30
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
0.91% less ownership
Funds ownership: 29.72% → 28.81% (-0.91%)
1% less funds holding
Funds holding: 91 → 90 (-1)
5% less capital invested
Capital invested by funds: $144M → $136M (-$7.64M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$4.86M |
| 2 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$1.23M |
| 3 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
+$1.19M |
| 4 |
LPL Financial
San Diego,
California
|
+$794K |
| 5 |
BlackRock
New York
|
+$473K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.89M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.67M |
| 3 |
Jane Street
New York
|
-$1.67M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.59M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.36M |
AOK Hedge Fund Activity: Q1 2018 in Review
90 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q1 2018, worth a combined $136M — down 5.3% from $144M a quarter earlier.
Fund positioning in AOK was balanced in Q1 2018: 11 funds opened new positions, 11 closed out, 38 added to existing stakes and 30 trimmed.
The largest buyer was Private Advisor Group, adding an estimated $4.86M. The largest seller was Morgan Stanley, cutting an estimated $4.89M.
- 90 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q1 2018, down from 91 in Q4 2017.
- Funds reported $136M of iShares Core Conservative Allocation ETF stock for Q1 2018, down 5.3% quarter-over-quarter.
- 11 funds opened new iShares Core Conservative Allocation ETF positions in Q1 2018 and 11 closed out, a net change of 0 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q1 2018 was Private Advisor Group, an estimated $4.86M added.
- The largest iShares Core Conservative Allocation ETF seller in Q1 2018 was Morgan Stanley, an estimated $4.89M sold.
Based on aggregated 13F filings for Q1 2018.