iShares Core Conservative Allocation ETF
AOK
149 hedge funds and large institutions have $220M invested in iShares Core Conservative Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 71 reducing their positions, and 15 closing their positions.
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
0% more funds holding
Funds holding: 149 → 149 (0)
2.75% less ownership
Funds ownership: 34.79% → 32.04% (-2.7%)
11% less capital invested
Capital invested by funds: $247M → $220M (-$27.2M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
48% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$7.74M |
| 2 |
CWA
Consilium Wealth Advisory
Richardson,
Texas
|
+$1.96M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$1.05M |
| 4 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
+$707K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$680K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
WNY Asset Management
Williamsville,
New York
|
-$10.3M |
| 2 |
MP
Mangrove Partners
Greenwich,
Connecticut
|
-$9.45M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$4.38M |
| 4 |
CFP
Curran Financial Partners
Daniel Island,
South Carolina
|
-$2.23M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.63M |
AOK Hedge Fund Activity: Q2 2023 in Review
149 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q2 2023, worth a combined $220M — down 11% from $247M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new AOK positions and 15 closed out — a net gain of 2 holders — while 37 added to existing stakes and 71 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $7.74M. The largest seller was WNY Asset Management, cutting an estimated $10.3M.
- 149 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $220M of iShares Core Conservative Allocation ETF stock for Q2 2023, down 11% quarter-over-quarter.
- 17 funds opened new iShares Core Conservative Allocation ETF positions in Q2 2023 and 15 closed out, a net change of +2 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q2 2023 was Brookstone Capital Management, an estimated $7.74M added.
- The largest iShares Core Conservative Allocation ETF seller in Q2 2023 was WNY Asset Management, an estimated $10.3M sold.
Based on aggregated 13F filings for Q2 2023.