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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

94 hedge funds and large institutions have $171M invested in iShares Core Conservative Allocation ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
2.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
9
Increased
41
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
Centaurus Financial
California
+$5.57M
2
VFP
Verus Financial Partners
Virginia
+$2.86M
3
PFS
Prospera Financial Services
Texas
+$1.66M
4
AWM
AE Wealth Management
Kansas
+$1.29M
5
AG
Advisor Group
Arizona
+$1.17M

Top Sellers

1
MAS
Madden Advisory Services
Florida
-$1.14M
2
Wolverine Trading
Wolverine Trading
Illinois
-$1.03M
3
CGL
Clarius Group LLC
Washington
-$1.01M
4
AIC
Ameritas Investment Company
Nebraska
-$900K
5
Wells Fargo
Wells Fargo
California
-$838K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$1.82M +$358K +10,122 +25%
SW
27
SlateStone Wealth
Florida
$1.69M -$84.2K -2,380 -5%
PFS
28
Prospera Financial Services
Texas
$1.66M +$1.66M +47,011 New
RFN
29
RDA Financial Network
Iowa
$1.64M +$236K +6,690 +17%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.59M +$1.15M +32,413 +257%
Jane Street
31
Jane Street
New York
$1.49M +$217K +6,129 +17%
AAS
32
Annex Advisory Services
Wisconsin
$1.34M +$25.7K +726 +2%
CAGAS
33
Capital Advisory Group Advisory Services
Minnesota
$1.25M -$21.4K -600 -2%
AI
34
Atria Investments
North Carolina
$1.14M +$157K +4,467 +16%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$1.04M +$89.9K +2,547 +9%
AFP
36
Ausdal Financial Partners
Iowa
$988K +$988K +27,923 New
ASN
37
Advisory Services Network
Georgia
$915K +$900K +25,433 +5,847%
MML Investors Services
38
MML Investors Services
Massachusetts
$854K +$88.6K +2,503 +12%
MSA
39
Marino Stram & Associates
Massachusetts
$814K -$16.4K -463 -2%
EA
40
Efficient Advisors
Ohio
$776K -$74.4K -2,104 -9%
FCA
41
FinTrust Capital Advisors
South Carolina
$771K -$4.85K -137 -0.6%
FAIM
42
Financial Advocates Investment Management
Washington
$769K -$26.9K -759 -3%
BHWM
43
Bay Harbor Wealth Management
Maryland
$681K -$50.3K -1,421 -7%
SPC
44
Sigma Planning Corp
Michigan
$679K -$59.4K -1,677 -8%
RCA
45
Rowland Carmichael Advisors
Arizona
$610K +$64.1K +1,811 +12%
WDL
46
Well Done LLC
Michigan
$596K +$956 +27 +0.2%
CA
47
Cetera Advisors
Colorado
$586K +$158K +4,477 +37%
SCM
48
Stonehearth Capital Management
Massachusetts
$563K +$234K +6,627 +71%
CGL
49
Clarius Group LLC
Washington
$541K -$1.01M -28,637 -65%
Stifel Financial
50
Stifel Financial
Missouri
$529K +$14.6K +413 +3%
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