iShares Core Conservative Allocation ETF
AOK
148 hedge funds and large institutions have $280M invested in iShares Core Conservative Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 11 closing their positions.
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
39% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 44
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
7% more capital invested
Capital invested by funds: $261M → $280M (+$18.7M)
1% more funds holding
Funds holding: 146 → 148 (+2)
0.19% more ownership
Funds ownership: 29.9% → 30.09% (+0.19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIP
Harrell Investment Partners
Austin,
Texas
|
+$6.14M |
| 2 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
+$4.04M |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$3.62M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.82M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
-$4.75M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$4.2M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$3.2M |
| 4 |
CFP
Curran Financial Partners
Daniel Island,
South Carolina
|
-$1.54M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.12M |
AOK Hedge Fund Activity: Q2 2021 in Review
148 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q2 2021, worth a combined $280M — up 7.2% from $261M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new AOK positions and 11 closed out — a net gain of 3 holders — while 61 added to existing stakes and 44 trimmed.
The largest buyer was Harrell Investment Partners, opening a new position worth an estimated $6.14M. The largest seller was Weaver Consulting Group, cutting an estimated $4.75M.
- 148 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q2 2021, up from 146 in Q1 2021.
- Funds reported $280M of iShares Core Conservative Allocation ETF stock for Q2 2021, up 7.2% quarter-over-quarter.
- 14 funds opened new iShares Core Conservative Allocation ETF positions in Q2 2021 and 11 closed out, a net change of +3 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q2 2021 was Harrell Investment Partners, an estimated $6.14M added.
- The largest iShares Core Conservative Allocation ETF seller in Q2 2021 was Weaver Consulting Group, an estimated $4.75M sold.
Based on aggregated 13F filings for Q2 2021.