iShares Core Conservative Allocation ETF
AOK
99 hedge funds and large institutions have $181M invested in iShares Core Conservative Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 11 closing their positions.
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
8% more funds holding
Funds holding: 92 → 99 (+7)
1.36% more ownership
Funds ownership: 31.62% → 32.99% (+1.4%)
3% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 33
26% less capital invested
Capital invested by funds: $244M → $181M (-$62.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$18M |
| 2 |
CGL
Clarius Group LLC
Seattle,
Washington
|
+$8.67M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$6.2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.09M |
| 5 |
Morgan Stanley
New York
|
+$4.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.3M |
| 2 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
-$5.08M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$4.43M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.89M |
| 5 |
RCIM
Red Cedar Investment Management
Grand Rapids,
Michigan
|
-$810K |
AOK Hedge Fund Activity: Q4 2018 in Review
99 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q4 2018, worth a combined $181M — down 26% from $244M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new AOK positions and 11 closed out — a net gain of 8 holders — while 32 added to existing stakes and 33 trimmed.
The largest buyer was Bank of America, adding an estimated $18M. The largest seller was Jane Street, exiting entirely with an estimated $5.3M sold.
- 99 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q4 2018, up from 92 in Q3 2018.
- Funds reported $181M of iShares Core Conservative Allocation ETF stock for Q4 2018, down 26% quarter-over-quarter.
- 19 funds opened new iShares Core Conservative Allocation ETF positions in Q4 2018 and 11 closed out, a net change of +8 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q4 2018 was Bank of America, an estimated $18M added.
- The largest iShares Core Conservative Allocation ETF seller in Q4 2018 was Jane Street, an estimated $5.3M sold.
Based on aggregated 13F filings for Q4 2018.