AOK icon

iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

44 hedge funds and large institutions have $91.6M invested in iShares Core Conservative Allocation ETF in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-3
Holders Change %
-6.38%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
22
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$29.4M
2
Wells Fargo
Wells Fargo
California
$11.2M
3
LPL Financial
LPL Financial
California
$14.2M
4
Morgan Stanley
Morgan Stanley
New York
$5.58M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.19M

Top Sellers

1
ACM
Argentus Capital Management
Texas
$0
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
VKH
Virtu KCG Holdings
New York
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$331K +$47.5K +1,500 +17%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$294K +$109K +3,444 +59%
Ameriprise
28
Ameriprise
Minnesota
$287K +$287K +9,056 New
ACS
29
Archford Capital Strategies
Illinois
$253K +$143K +4,517 +130%
PWAG
30
Polaris Wealth Advisory Group
California
$219K +$219K +6,908 New
WA
31
Waverly Advisors
Alabama
$214K – – –
PFS
32
Prospera Financial Services
Texas
$207K +$4.74K +150 +2%
SC
33
Scotia Capital
Ontario, Canada
$203K – – –
IA
34
IFP Advisors
Florida
$124K +$124K +3,923 New
AIG
35
American International Group
New York
$104K +$27K +848 +35%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$55K – – –
WA
37
WFG Advisors
Texas
$49K +$190 +6 +0.4%
Creative Planning
38
Creative Planning
Kansas
$34K +$34K +1,088 New
AIA
39
Alerus Investment Advisors
Minnesota
$32K +$21.3K +665 +199%
KC
40
Kingfisher Capital
North Carolina
$27K +$27K +867 New
AIP
41
Ameritas Investment Partners
Nebraska
$14K – – –
MA
42
MUFG Americas
New York
$12K +$12K +366 New
AWM
43
Avior Wealth Management
Nebraska
$9K – – –
ACM
44
Argentus Capital Management
Texas
– -$1.94M -61,614 Closed
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
– -$904K -28,714 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– -$900K -28,548 Closed
VKH
47
Virtu KCG Holdings
New York
– -$792K -25,161 Closed
Jane Street
48
Jane Street
New York
– -$348K -11,053 Closed
PAS
49
Partnervest Advisory Services
California
– -$232K -7,371 Closed
BCM
50
Brookstone Capital Management
Illinois
– -$13K -412 Closed
1
2
3