iShares Core Conservative Allocation ETF
AOK
AOK
149 hedge funds and large institutions have $247M invested in iShares Core Conservative Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 61 reducing their positions, and 31 closing their positions.
New
Increased
Maintained
Reduced
Closed
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
less funds holding in top 10
Funds holding in top 10: →
26% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 61
32% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 31
Holders
149
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$12.8M | |
| 2 | +$11.4M | |
| 3 | +$9.45M | |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
+$3.22M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$2.93M |
Top Sellers
| 1 | -$21.5M | |
| 2 | -$18.8M | |
| 3 | -$11.1M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.2M |
| 5 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
-$9.85M |