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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

130 hedge funds and large institutions have $211M invested in iShares Core Conservative Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+13
Holders Change %
+11.11%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
21
Increased
54
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.12M
2
LPL Financial
LPL Financial
California
+$2.36M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.07M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.04M
5
AI
Atria Investments
North Carolina
+$1.93M

Top Sellers

1
DWM
Darwin Wealth Management
Florida
-$11M
2
PAG
Private Advisor Group
New Jersey
-$2.12M
3
PFS
Prospera Financial Services
Texas
-$2.12M
4
CF
Centaurus Financial
California
-$1.2M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$2.3M +$2.07M +55,554 +895%
JWCA
27
J.W. Cole Advisors
Florida
$2.24M +$1.72M +46,340 +331%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.12M +$429K +11,538 +25%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$2.06M -$1.07M -28,672 -34%
RCA
30
Rowland Carmichael Advisors
Arizona
$1.88M +$472K +12,696 +33%
RWM
31
Reston Wealth Management
Virginia
$1.69M -$86.6K -2,331 -5%
MHS
32
M Holdings Securities
Oregon
$1.43M -$265K -7,131 -16%
CA
33
Cetera Advisors
Colorado
$1.28M +$199K +5,360 +18%
AWA
34
ARQ Wealth Advisors
Arizona
$1.25M +$270K +7,262 +27%
SAM
35
Stringer Asset Management
Tennessee
$1.18M – – –
AAS
36
Annex Advisory Services
Wisconsin
$1.15M -$18.1K -486 -2%
MML Investors Services
37
MML Investors Services
Massachusetts
$1.1M +$177K +4,756 +19%
ACP
38
Aveo Capital Partners
Colorado
$1.08M +$1.08M +29,075 New
FM
39
Forward Management
California
$1.03M +$1.03M +27,703 New
SPC
40
Sigma Planning Corp
Michigan
$1.01M -$483K -12,992 -32%
KAS
41
Kestra Advisory Services
Texas
$996K +$996K +26,789 New
EA
42
Efficient Advisors
Ohio
$938K +$93.4K +2,511 +11%
CIAS
43
Capital Investment Advisory Services
North Carolina
$931K +$931K +25,056 New
22CM
44
20/20 Capital Management
California
$869K -$52.4K -1,410 -6%
SS
45
Sunbelt Securities
Texas
$817K +$817K +21,974 New
WSTAM
46
Wilbanks Smith & Thomas Asset Management
Virginia
$809K +$28.7K +771 +4%
FAIM
47
Financial Advocates Investment Management
Washington
$782K +$27.7K +744 +4%
SS
48
Simplicity Solutions
Minnesota
$761K +$184K +4,942 +32%
FPCP
49
Fort Point Capital Partners
California
$754K +$246K +6,632 +49%
UBS Group
50
UBS Group
Switzerland
$753K +$33.4K +900 +5%
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