iShares Core Conservative Allocation ETF
AOK
AOK
33 hedge funds and large institutions have $31.3M invested in iShares Core Conservative Allocation ETF in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
13
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
WA
26
WFG Advisors
Dallas,
Texas
| $49K | +$357 | +11 | +0.7% |
|
|
NFG
27
Next Financial Group
Houston,
Texas
| $44K | +$44K | +1,370 | New |
|
|
MHS
28
M Holdings Securities
Portland,
Oregon
| $40K | +$40K | +1,243 | New |
|
|
HR
29
Howe & Rusling
Rochester,
New York
| $39K | +$39K | +1,212 | New |
|
|
AIA
30
Alerus Investment Advisors
Wayzata,
Minnesota
| $33K | – | – | – |
|
|
AWM
31
Avior Wealth Management
Omaha,
Nebraska
| $9K | – | – | – |
|
32
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $3K | +$3K | +100 | New |
|
33
Envestnet Asset Management
Chicago,
Illinois
| $2K | +$2K | +70 | New |
|
34
Stifel Financial
St. Louis,
Missouri
| – | -$348K | -10,517 | Closed |
|
|
ACM
35
Avalon Capital Management
Port Of Redwood City,
California
| – | -$262K | -7,925 | Closed |
|
|
PAS
36
Partnervest Advisory Services
Santa Barbara,
California
| – | -$105K | -3,187 | Closed |
|
|
MG
37
MDE Group
Morristown,
New Jersey
| – | -$96K | -2,899 | Closed |
|
|
BRWA
38
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$36.4K | -1,100 | Closed |
|