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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

57 hedge funds and large institutions have $81.5M invested in iShares Core Conservative Allocation ETF in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
12
Increased
23
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$19.7M
2
Wells Fargo
Wells Fargo
California
$7.21M
3
Ameriprise
Ameriprise
Minnesota
$1.58M
4
Jane Street
Jane Street
New York
$965K
5
BIT
BlackRock Institutional Trust
California
$6.12M

Top Sellers

1
LPL Financial
LPL Financial
California
$7.6M
2
WP
WealthSource Partners
California
$0
3
WDL
Well Done LLC
Michigan
$643K
4
UBS Group
UBS Group
Switzerland
$1.27M
5
SBL
Sargent Bickham Lagudis
Colorado
$92K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
26
Prospera Financial Services
Texas
$556K +$321K +9,800 +137%
PAMG
27
Patton Albertson Miller Group
Tennessee
$536K +$536K +16,342 New
AAS
28
Annex Advisory Services
Wisconsin
$465K +$99.7K +3,038 +27%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$436K +$47.5K +1,450 +12%
EA
30
Efficient Advisors
Ohio
$380K -$14.7K -449 -4%
SI
31
SII Investments
Wisconsin
$358K +$13.3K +405 +4%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$353K +$143K +4,352 +68%
BAC
33
Boys Arnold & Co
North Carolina
$349K +$9.83K +300 +3%
SCM
34
Southport Capital Management
Tennessee
$338K +$338K +10,304 New
BSW
35
Buckingham Strategic Wealth
Missouri
$286K – – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$280K +$280K +8,527 New
NPC
37
National Planning Corporation
California
$249K +$36.4K +1,100 +17%
RJA
38
Raymond James & Associates
Florida
$224K +$224K +6,823 New
FPCP
39
Fort Point Capital Partners
California
$212K – – –
KA
40
Kovack Advisors
Florida
$210K +$210K +6,400 New
RCG
41
Ruggie Capital Group
Florida
$158K +$75.5K +2,296 +92%
IA
42
IFP Advisors
Florida
$133K +$44.6K +1,363 +50%
AG
43
Advisor Group
Arizona
$131K +$131K +4,000 New
SBL
44
Sargent Bickham Lagudis
Colorado
$92K -$1.12M -34,189 -92%
RCA
45
Rowland Carmichael Advisors
Arizona
$85K +$6.43K +195 +8%
ACS
46
Archford Capital Strategies
Illinois
$78K +$78K +2,367 New
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$57K – – –
TFO
48
Tarbox Family Office
California
$54K – – –
WA
49
WFG Advisors
Texas
$51K +$229 +7 +0.5%
IF
50
Ironwood Financial
Arizona
$49K -$132 -4 -0.3%
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