iShares Core Conservative Allocation ETF
AOK
92 hedge funds and large institutions have $244M invested in iShares Core Conservative Allocation ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 15 closing their positions.
71% more capital invested
Capital invested by funds: $143M → $244M (+$101M)
1.47% more ownership
Funds ownership: 30.15% → 31.62% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 34
4% less funds holding
Funds holding: 96 → 92 (-4)
27% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$4.69M |
| 2 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$1.98M |
| 3 |
Jane Street
New York
|
+$1.54M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$770K |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
+$593K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.33M |
| 2 |
Morgan Stanley
New York
|
-$1.4M |
| 3 |
LPL Financial
San Diego,
California
|
-$998K |
| 4 |
VF
Virtu Financial
New York
|
-$925K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$735K |
AOK Hedge Fund Activity: Q3 2018 in Review
92 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q3 2018, worth a combined $244M — up 71% from $143M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of AOK and 11 opened new positions — a net loss of 4 holders — while 34 trimmed existing stakes and 33 added.
The largest buyer was Private Advisor Group, adding an estimated $4.69M. The largest seller was Royal Bank of Canada, cutting an estimated $2.33M.
- 92 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q3 2018, down from 96 in Q2 2018.
- Funds reported $244M of iShares Core Conservative Allocation ETF stock for Q3 2018, up 71% quarter-over-quarter.
- 11 funds opened new iShares Core Conservative Allocation ETF positions in Q3 2018 and 15 closed out, a net change of -4 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q3 2018 was Private Advisor Group, an estimated $4.69M added.
- The largest iShares Core Conservative Allocation ETF seller in Q3 2018 was Royal Bank of Canada, an estimated $2.33M sold.
Based on aggregated 13F filings for Q3 2018.