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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

95 hedge funds and large institutions have $179M invested in iShares Core Conservative Allocation ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
12
Increased
41
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.79M
2
SS
Simplicity Solutions
Minnesota
+$2.72M
3
AWM
AE Wealth Management
Kansas
+$2.55M
4
SBL
Sargent Bickham Lagudis
Colorado
+$1.57M
5
SAM
Stringer Asset Management
Tennessee
+$1.46M

Top Sellers

1
MAS
Madden Advisory Services
Florida
-$2.38M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.59M
3
Jane Street
Jane Street
New York
-$1.49M
4
Wells Fargo
Wells Fargo
California
-$722K
5
VFP
Verus Financial Partners
Virginia
-$546K
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
26
M Holdings Securities
Oregon
$2.14M +$16.4K +461 +0.8%
RFN
27
RDA Financial Network
Iowa
$1.97M +$300K +8,324 +18%
SW
28
SlateStone Wealth
Florida
$1.7M -$4.14K -116 -0.2%
PFS
29
Prospera Financial Services
Texas
$1.66M -$12.5K -351 -0.7%
Ameriprise
30
Ameriprise
Minnesota
$1.56M -$272K -7,637 -15%
SAM
31
Stringer Asset Management
Tennessee
$1.46M +$1.46M +41,010 New
AFP
32
Ausdal Financial Partners
Iowa
$1.42M +$427K +11,965 +43%
AAS
33
Annex Advisory Services
Wisconsin
$1.36M +$11.6K +325 +0.9%
AI
34
Atria Investments
North Carolina
$1.31M +$164K +4,597 +14%
CAGAS
35
Capital Advisory Group Advisory Services
Minnesota
$1.19M -$67.2K -1,875 -5%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$1.04M -$17.5K -490 -2%
ASN
37
Advisory Services Network
Georgia
$915K – – –
CA
38
Cetera Advisors
Colorado
$873K +$281K +7,872 +47%
EA
39
Efficient Advisors
Ohio
$787K +$4.28K +120 +0.5%
FAIM
40
Financial Advocates Investment Management
Washington
$782K +$7.87K +221 +1%
FCA
41
FinTrust Capital Advisors
South Carolina
$770K -$6.2K -174 -0.8%
MSA
42
Marino Stram & Associates
Massachusetts
$739K -$80.6K -2,261 -10%
NAS
43
Nicolet Advisory Services
Wisconsin
$706K +$188K +5,275 +36%
SPC
44
Sigma Planning Corp
Michigan
$685K +$927 +26 +0.1%
RCA
45
Rowland Carmichael Advisors
Arizona
$672K +$57.9K +1,625 +9%
MML Investors Services
46
MML Investors Services
Massachusetts
$615K -$245K -6,866 -28%
WDL
47
Well Done LLC
Michigan
$601K +$962 +27 +0.2%
BHWM
48
Bay Harbor Wealth Management
Maryland
$595K -$91.6K -2,570 -13%
UBS Group
49
UBS Group
Switzerland
$580K +$161K +4,510 +38%
Stifel Financial
50
Stifel Financial
Missouri
$533K +$854 +24 +0.2%
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