iShares Core Conservative Allocation ETF
AOK
146 hedge funds and large institutions have $261M invested in iShares Core Conservative Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 20 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 45
5% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 20
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1% less funds holding
Funds holding: 148 → 146 (-2)
2.86% less ownership
Funds ownership: 32.77% → 29.9% (-2.9%)
6% less capital invested
Capital invested by funds: $277M → $261M (-$15.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
+$5.37M |
| 2 |
CFP
Curran Financial Partners
Daniel Island,
South Carolina
|
+$5.01M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$4.51M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.75M |
| 5 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
+$2.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$14.5M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$12.2M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$5.66M |
| 4 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$3.44M |
| 5 |
CGL
Clarius Group LLC
Seattle,
Washington
|
-$3.31M |
AOK Hedge Fund Activity: Q1 2021 in Review
146 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q1 2021, worth a combined $261M — down 5.7% from $277M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new AOK positions and 20 closed out — a net gain of 1 holder — while 60 added to existing stakes and 45 trimmed.
The largest buyer was USAdvisors Wealth Management, adding an estimated $5.37M. The largest seller was Bank of America, cutting an estimated $14.5M.
- 146 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q1 2021, down from 148 in Q4 2020.
- Funds reported $261M of iShares Core Conservative Allocation ETF stock for Q1 2021, down 5.7% quarter-over-quarter.
- 21 funds opened new iShares Core Conservative Allocation ETF positions in Q1 2021 and 20 closed out, a net change of +1 holder.
- The largest iShares Core Conservative Allocation ETF buyer in Q1 2021 was USAdvisors Wealth Management, an estimated $5.37M added.
- The largest iShares Core Conservative Allocation ETF seller in Q1 2021 was Bank of America, an estimated $14.5M sold.
Based on aggregated 13F filings for Q1 2021.