iShares Core Conservative Allocation ETF
AOK
166 hedge funds and large institutions have $395M invested in iShares Core Conservative Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 74 reducing their positions, and 27 closing their positions.
0.66% more ownership
Funds ownership: 37.07% → 37.73% (+0.66%)
2% less capital invested
Capital invested by funds: $401M → $395M (-$6.13M)
3% less funds holding
Funds holding: 172 → 166 (-6)
11% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 27
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
45% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
+$93.2M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$5.08M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$3.09M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.24M |
| 5 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$12.4M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$11.1M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$7.28M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$7.12M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.47M |
AOK Hedge Fund Activity: Q1 2022 in Review
166 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q1 2022, worth a combined $395M — down 1.5% from $401M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of AOK and 24 opened new positions — a net loss of 3 holders — while 74 trimmed existing stakes and 41 added.
The largest buyer was Trilogy Capital, adding an estimated $93.2M. The largest seller was Wells Fargo, cutting an estimated $12.4M.
- 166 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q1 2022, down from 172 in Q4 2021.
- Funds reported $395M of iShares Core Conservative Allocation ETF stock for Q1 2022, down 1.5% quarter-over-quarter.
- 24 funds opened new iShares Core Conservative Allocation ETF positions in Q1 2022 and 27 closed out, a net change of -3 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q1 2022 was Trilogy Capital, an estimated $93.2M added.
- The largest iShares Core Conservative Allocation ETF seller in Q1 2022 was Wells Fargo, an estimated $12.4M sold.
Based on aggregated 13F filings for Q1 2022.