iShares Core Conservative Allocation ETF
AOK
166 hedge funds and large institutions have $434M invested in iShares Core Conservative Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 72 reducing their positions, and 25 closing their positions.
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
10% more capital invested
Capital invested by funds: $395M → $434M (+$39.4M)
6.16% more ownership
Funds ownership: 37.73% → 43.89% (+6.2%)
0% more funds holding
Funds holding: 166 → 166 (0)
0% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 25
47% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
+$45.5M |
| 2 |
ACA
Atlas Capital Advisors
Jackson,
Wyoming
|
+$18.5M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.67M |
| 4 |
CFP
Curran Financial Partners
Daniel Island,
South Carolina
|
+$7.27M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$5.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$8.03M |
| 2 |
FM
Forward Management
San Francisco,
California
|
-$2.9M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.53M |
| 4 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
-$2.04M |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$1.8M |
AOK Hedge Fund Activity: Q2 2022 in Review
166 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q2 2022, worth a combined $434M — up 10% from $395M a quarter earlier.
Fund positioning in AOK was balanced in Q2 2022: 25 funds opened new positions, 25 closed out, 38 added to existing stakes and 72 trimmed.
The largest buyer was Trilogy Capital, adding an estimated $45.5M. The largest seller was Brookstone Capital Management, cutting an estimated $8.03M.
- 166 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $434M of iShares Core Conservative Allocation ETF stock for Q2 2022, up 10% quarter-over-quarter.
- 25 funds opened new iShares Core Conservative Allocation ETF positions in Q2 2022 and 25 closed out, a net change of 0 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q2 2022 was Trilogy Capital, an estimated $45.5M added.
- The largest iShares Core Conservative Allocation ETF seller in Q2 2022 was Brookstone Capital Management, an estimated $8.03M sold.
Based on aggregated 13F filings for Q2 2022.