iShares Core Conservative Allocation ETF
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.
1.76% less ownership
Funds ownership: 36.55% → 34.79% (-1.8%)
9% less funds holding
Funds holding: 164 → 149 (-15)
24% less capital invested
Capital invested by funds: $326M → $247M (-$79.6M)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$12.7M |
| 2 |
Jane Street
New York
|
+$11.3M |
| 3 |
MP
Mangrove Partners
Greenwich,
Connecticut
|
+$9.35M |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
+$3.19M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$2.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$21.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$18.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$11M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.1M |
| 5 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
-$9.74M |
AOK Hedge Fund Activity: Q1 2023 in Review
149 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q1 2023, worth a combined $247M — down 24% from $326M a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of AOK and 21 opened new positions — a net loss of 10 holders — while 61 trimmed existing stakes and 45 added.
The largest buyer was Lido Advisors, opening a new position worth an estimated $12.7M. The largest seller was Raymond James & Associates, cutting an estimated $21.2M.
- 149 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q1 2023, down from 164 in Q4 2022.
- Funds reported $247M of iShares Core Conservative Allocation ETF stock for Q1 2023, down 24% quarter-over-quarter.
- 21 funds opened new iShares Core Conservative Allocation ETF positions in Q1 2023 and 31 closed out, a net change of -10 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q1 2023 was Lido Advisors, an estimated $12.7M added.
- The largest iShares Core Conservative Allocation ETF seller in Q1 2023 was Raymond James & Associates, an estimated $21.2M sold.
Based on aggregated 13F filings for Q1 2023.