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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

117 hedge funds and large institutions have $202M invested in iShares Core Conservative Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+7
Holders Change %
+6.36%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
19
Increased
43
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
+$12.3M
2
AI
Atria Investments
North Carolina
+$1.51M
3
LPL Financial
LPL Financial
California
+$1.2M
4
Ameriprise
Ameriprise
Minnesota
+$1.1M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$995K

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$4.23M
2
Jane Street
Jane Street
New York
-$2.02M
3
UBS Group
UBS Group
Switzerland
-$1.78M
4
RJA
Raymond James & Associates
Florida
-$1.36M
5
Bank of America
Bank of America
North Carolina
-$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
26
Reston Wealth Management
Virginia
$1.74M -$97.2K -2,669 -5%
MHS
27
M Holdings Securities
Oregon
$1.66M -$85K -2,335 -5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.65M -$33.5K -920 -2%
AI
29
Atria Investments
North Carolina
$1.51M +$1.51M +41,368 New
SPC
30
Sigma Planning Corp
Michigan
$1.46M +$312K +8,577 +27%
RCA
31
Rowland Carmichael Advisors
Arizona
$1.38M -$11.4K -313 -0.8%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$1.3M +$420K +11,534 +48%
WAS
33
Wealth Advisory Solutions
Indiana
$1.17M +$21.4K +588 +2%
SAM
34
Stringer Asset Management
Tennessee
$1.16M +$544K +14,933 +89%
AAS
35
Annex Advisory Services
Wisconsin
$1.14M +$88.7K +2,436 +8%
UWM
36
USAdvisors Wealth Management
Minnesota
$1.11M +$402K +11,052 +57%
CA
37
Cetera Advisors
Colorado
$1.06M -$28.3K -777 -3%
AWA
38
ARQ Wealth Advisors
Arizona
$962K -$91.9K -2,524 -9%
22CM
39
20/20 Capital Management
California
$929K -$310K -8,283 -25%
MML Investors Services
40
MML Investors Services
Massachusetts
$905K +$209K +5,740 +30%
EA
41
Efficient Advisors
Ohio
$827K -$70.7K -1,941 -8%
WSTAM
42
Wilbanks Smith & Thomas Asset Management
Virginia
$764K +$764K +20,989 New
FAIM
43
Financial Advocates Investment Management
Washington
$746K -$10.4K -282 -1%
UBS Group
44
UBS Group
Switzerland
$705K -$1.78M -49,000 -72%
WA
45
Waverly Advisors
Alabama
$697K +$24K +641 +4%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$651K +$419K +11,510 +181%
Citadel Advisors
47
Citadel Advisors
Florida
$631K +$135K +3,697 +27%
WDL
48
Well Done LLC
Michigan
$617K +$910 +25 +0.1%
Stifel Financial
49
Stifel Financial
Missouri
$607K +$48.8K +1,340 +9%
SS
50
Simplicity Solutions
Minnesota
$565K +$9.39K +258 +2%
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