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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

110 hedge funds and large institutions have $179M invested in iShares Core Conservative Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-10
Holders Change %
-8.33%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
37
Reduced
42
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$7.8M
2
PAA
Peregrine Asset Advisers
Oregon
+$4.07M
3
TC
Trilogy Capital
California
+$3.52M
4
Bank of America
Bank of America
North Carolina
+$1.84M
5
UBS Group
UBS Group
Switzerland
+$1.76M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
-$9.28M
2
AWM
AE Wealth Management
Kansas
-$8.91M
3
SCA
Stuart Chaussee & Associates
California
-$8.55M
4
RCIM
Red Cedar Investment Management
Michigan
-$3.1M
5
BSAM
Blue Sky Asset Management
Colorado
-$2.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFN
26
RDA Financial Network
Iowa
$1.97M +$46.7K +1,383 +2%
RWM
27
Reston Wealth Management
Virginia
$1.7M -$608K -18,007 -26%
MHS
28
M Holdings Securities
Oregon
$1.62M -$250K -7,385 -13%
RJA
29
Raymond James & Associates
Florida
$1.61M +$996K +29,507 +164%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.56M -$2.47M -73,093 -61%
SW
31
SlateStone Wealth
Florida
$1.37M -$78K -2,309 -5%
RCA
32
Rowland Carmichael Advisors
Arizona
$1.29M +$336K +9,939 +35%
PFS
33
Prospera Financial Services
Texas
$1.18M -$368K -10,890 -24%
22CM
34
20/20 Capital Management
California
$1.16M -$12.4K -354 -1%
WAS
35
Wealth Advisory Solutions
Indiana
$1.06M +$67.9K +2,010 +7%
SPC
36
Sigma Planning Corp
Michigan
$1.06M +$380K +11,236 +55%
CA
37
Cetera Advisors
Colorado
$1.01M -$7.26K -215 -0.7%
AWA
38
ARQ Wealth Advisors
Arizona
$978K +$978K +28,956 New
AAS
39
Annex Advisory Services
Wisconsin
$976K -$297K -8,783 -23%
CAGAS
40
Capital Advisory Group Advisory Services
Minnesota
$975K -$417K -12,325 -30%
EA
41
Efficient Advisors
Ohio
$833K +$83.4K +2,469 +11%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$818K +$88.7K +2,627 +12%
FAIM
43
Financial Advocates Investment Management
Washington
$694K +$36.6K +1,083 +6%
UWM
44
USAdvisors Wealth Management
Minnesota
$658K +$373K +11,063 +131%
MML Investors Services
45
MML Investors Services
Massachusetts
$646K -$125K -3,692 -16%
Truist Financial
46
Truist Financial
North Carolina
$645K +$350K +10,357 +119%
WA
47
Waverly Advisors
Alabama
$607K +$365K +10,820 +151%
WDL
48
Well Done LLC
Michigan
$571K +$1.01K +30 +0.2%
SAM
49
Stringer Asset Management
Tennessee
$568K +$568K +16,804 New
Stifel Financial
50
Stifel Financial
Missouri
$518K -$54.3K -1,608 -9%
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