iShares Core Conservative Allocation ETF
AOK
152 hedge funds and large institutions have $202M invested in iShares Core Conservative Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 12 closing their positions.
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
2% more funds holding
Funds holding: 149 → 152 (+3)
0.92% less ownership
Funds ownership: 32.04% → 31.12% (-0.92%)
8% less capital invested
Capital invested by funds: $220M → $202M (-$17.2M)
34% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.75M |
| 2 |
CFP
Curran Financial Partners
Daniel Island,
South Carolina
|
+$3.93M |
| 3 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
+$1.41M |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$1.3M |
| 5 |
Morgan Stanley
New York
|
+$938K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$7.86M |
| 2 |
Jane Street
New York
|
-$6M |
| 3 |
WAM
WNY Asset Management
Williamsville,
New York
|
-$2.24M |
| 4 |
Lido Advisors
Los Angeles,
California
|
-$1.51M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.48M |
AOK Hedge Fund Activity: Q3 2023 in Review
152 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q3 2023, worth a combined $202M — down 7.8% from $220M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new AOK positions and 12 closed out — a net gain of 5 holders — while 42 added to existing stakes and 64 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $7.75M. The largest seller was Brookstone Capital Management, cutting an estimated $7.86M.
- 152 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q3 2023, up from 149 in Q2 2023.
- Funds reported $202M of iShares Core Conservative Allocation ETF stock for Q3 2023, down 7.8% quarter-over-quarter.
- 17 funds opened new iShares Core Conservative Allocation ETF positions in Q3 2023 and 12 closed out, a net change of +5 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q3 2023 was AE Wealth Management, an estimated $7.75M added.
- The largest iShares Core Conservative Allocation ETF seller in Q3 2023 was Brookstone Capital Management, an estimated $7.86M sold.
Based on aggregated 13F filings for Q3 2023.