iShares Core Conservative Allocation ETF
AOK
96 hedge funds and large institutions have $143M invested in iShares Core Conservative Allocation ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 34 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
7% more funds holding
Funds holding: 90 → 96 (+6)
1.34% more ownership
Funds ownership: 28.81% → 30.15% (+1.3%)
5% more capital invested
Capital invested by funds: $136M → $143M (+$6.76M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
15% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
+$4.48M |
| 2 |
Jane Street
New York
|
+$3.74M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.75M |
| 4 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$1.55M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$4.78M |
| 2 |
Morgan Stanley
New York
|
-$2.32M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.89M |
| 4 |
LPL Financial
San Diego,
California
|
-$797K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$709K |
AOK Hedge Fund Activity: Q2 2018 in Review
96 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q2 2018, worth a combined $143M — up 5% from $136M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new AOK positions and 7 closed out — a net gain of 7 holders — while 29 added to existing stakes and 34 trimmed.
The largest buyer was Cabana LLC, opening a new position worth an estimated $4.48M. The largest seller was Private Advisor Group, cutting an estimated $4.78M.
- 96 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q2 2018, up from 90 in Q1 2018.
- Funds reported $143M of iShares Core Conservative Allocation ETF stock for Q2 2018, up 5% quarter-over-quarter.
- 14 funds opened new iShares Core Conservative Allocation ETF positions in Q2 2018 and 7 closed out, a net change of +7 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q2 2018 was Cabana LLC, an estimated $4.48M added.
- The largest iShares Core Conservative Allocation ETF seller in Q2 2018 was Private Advisor Group, an estimated $4.78M sold.
Based on aggregated 13F filings for Q2 2018.