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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

93 hedge funds and large institutions have $156M invested in iShares Core Conservative Allocation ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-6
Holders Change %
-6.06%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
12
Increased
31
Reduced
33
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
Stuart Chaussee & Associates
California
+$9.52M
2
Jane Street
Jane Street
New York
+$1.24M
3
Wolverine Trading
Wolverine Trading
Illinois
+$1.03M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$918K
5
AIC
Ameritas Investment Company
Nebraska
+$900K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$19.1M
2
CGL
Clarius Group LLC
Washington
-$7.5M
3
UBS Group
UBS Group
Switzerland
-$6.49M
4
RJA
Raymond James & Associates
Florida
-$6.11M
5
Morgan Stanley
Morgan Stanley
New York
-$5.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$1.43M +$136K +3,931 +11%
RFN
27
RDA Financial Network
Iowa
$1.38M +$1.38M +39,827 New
AAS
28
Annex Advisory Services
Wisconsin
$1.28M +$158K +4,577 +14%
Jane Street
29
Jane Street
New York
$1.24M +$1.24M +35,965 New
CAGAS
30
Capital Advisory Group Advisory Services
Minnesota
$1.23M -$44.7K -1,300 -4%
Wolverine Trading
31
Wolverine Trading
Illinois
$1.03M +$1.03M +29,762 New
AI
32
Atria Investments
North Carolina
$958K +$8.56K +248 +0.9%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$932K -$168K -4,867 -15%
AIC
34
Ameritas Investment Company
Nebraska
$900K +$900K +26,063 New
EA
35
Efficient Advisors
Ohio
$830K -$10.5K -304 -1%
MSA
36
Marino Stram & Associates
Massachusetts
$810K -$133K -3,852 -14%
FAIM
37
Financial Advocates Investment Management
Washington
$776K +$123K +3,566 +19%
FCA
38
FinTrust Capital Advisors
South Carolina
$756K +$756K +21,909 New
MML Investors Services
39
MML Investors Services
Massachusetts
$746K +$140K +4,059 +23%
SPC
40
Sigma Planning Corp
Michigan
$720K -$129K -3,750 -15%
BHWM
41
Bay Harbor Wealth Management
Maryland
$714K -$112K -3,232 -14%
MFS
42
Madrona Financial Services
Washington
$697K -$67.2K -1,945 -9%
WDL
43
Well Done LLC
Michigan
$580K -$134K -3,892 -19%
RCA
44
Rowland Carmichael Advisors
Arizona
$532K +$432K +12,508 +430%
AWM
45
AE Wealth Management
Kansas
$525K +$525K +15,200 New
Stifel Financial
46
Stifel Financial
Missouri
$503K -$722K -20,868 -59%
NAS
47
Nicolet Advisory Services
Wisconsin
$490K +$490K +14,188 New
PA
48
PFG Advisors
Arizona
$488K -$26.8K -771 -5%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$436K -$667K -19,310 -60%
VFP
50
Verus Financial Partners
Virginia
$421K +$69.1K +2,005 +20%
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