iShares Core Conservative Allocation ETF
AOK
95 hedge funds and large institutions have $179M invested in iShares Core Conservative Allocation ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 26 reducing their positions, and 10 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 26
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
1% more funds holding
Funds holding: 94 → 95 (+1)
5% more capital invested
Capital invested by funds: $171M → $179M (+$7.95M)
0.35% more ownership
Funds ownership: 31.88% → 32.23% (+0.35%)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.76M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$2.7M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.54M |
| 4 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
+$1.56M |
| 5 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAS
Madden Advisory Services
Jacksonville,
Florida
|
-$2.37M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.59M |
| 3 |
Jane Street
New York
|
-$1.49M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$717K |
| 5 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
-$542K |
AOK Hedge Fund Activity: Q3 2019 in Review
95 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q3 2019, worth a combined $179M — up 4.6% from $171M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new AOK positions and 10 closed out — a net gain of 2 holders — while 41 added to existing stakes and 26 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $4.76M. The largest seller was Madden Advisory Services, cutting an estimated $2.37M.
- 95 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q3 2019, up from 94 in Q2 2019.
- Funds reported $179M of iShares Core Conservative Allocation ETF stock for Q3 2019, up 4.6% quarter-over-quarter.
- 12 funds opened new iShares Core Conservative Allocation ETF positions in Q3 2019 and 10 closed out, a net change of +2 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q3 2019 was Royal Bank of Canada, an estimated $4.76M added.
- The largest iShares Core Conservative Allocation ETF seller in Q3 2019 was Madden Advisory Services, an estimated $2.37M sold.
Based on aggregated 13F filings for Q3 2019.