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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

147 hedge funds and large institutions have $277M invested in iShares Core Conservative Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+17
Holders Change %
+13.08%
% of All Funds
2.61%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
30
Increased
59
Reduced
43
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
FormulaFolio Investments
Michigan
+$12.2M
2
Bank of America
Bank of America
North Carolina
+$10.1M
3
LPL Financial
LPL Financial
California
+$7.91M
4
MFS
Madrona Financial Services
Washington
+$5.52M
5
CCFM
Clear Creek Financial Management
Washington
+$3.44M

Top Sellers

1
WAS
Wealth Advisory Solutions
Indiana
-$2.3M
2
DWM
Darwin Wealth Management
Florida
-$2.24M
3
BCM
Brookstone Capital Management
Illinois
-$1.87M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.85M
5
BFG
Barber Financial Group
Kansas
-$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCMP
26
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.08M +$3.08M +79,515 New
AFP
27
Ausdal Financial Partners
Iowa
$3.03M -$20.1K -520 -0.7%
RFN
28
RDA Financial Network
Iowa
$2.74M +$39.1K +1,009 +1%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$2.7M +$553K +14,278 +26%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.65M +$40.8K +1,052 +2%
JWCA
31
J.W. Cole Advisors
Florida
$2.5M +$162K +4,174 +7%
FM
32
Forward Management
California
$2.41M +$1.33M +34,388 +124%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$2.28M +$70.4K +1,818 +3%
BFG
34
Barber Financial Group
Kansas
$2.14M -$1.43M -36,989 -40%
RCA
35
Rowland Carmichael Advisors
Arizona
$1.85M -$114K -2,946 -6%
TLFA
36
True Link Financial Advisors
California
$1.84M +$1.84M +47,394 New
PFS
37
Prospera Financial Services
Texas
$1.76M +$1.75M +45,224 +24,445%
RWM
38
Reston Wealth Management
Virginia
$1.62M -$136K -3,513 -8%
AWA
39
ARQ Wealth Advisors
Arizona
$1.52M +$211K +5,434 +16%
MHS
40
M Holdings Securities
Oregon
$1.46M -$28.8K -743 -2%
CA
41
Cetera Advisors
Colorado
$1.46M +$119K +3,077 +9%
KAS
42
Kestra Advisory Services
Texas
$1.35M +$314K +8,115 +30%
SAM
43
Stringer Asset Management
Tennessee
$1.34M +$114K +2,930 +9%
UWM
44
USAdvisors Wealth Management
Minnesota
$1.26M +$52.3K +1,355 +4%
AAS
45
Annex Advisory Services
Wisconsin
$1.23M +$33.4K +862 +3%
IA
46
IFP Advisors
Florida
$1.12M +$1.09M +28,222 +3,429%
FAIM
47
Financial Advocates Investment Management
Washington
$1.1M +$276K +7,062 +34%
EA
48
Efficient Advisors
Ohio
$1.04M +$60.8K +1,569 +6%
SPC
49
Sigma Planning Corp
Michigan
$1.04M -$13.9K -359 -1%
CIAS
50
Capital Investment Advisory Services
North Carolina
$990K +$19.3K +497 +2%
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