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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

153 hedge funds and large institutions have $293M invested in iShares Core Conservative Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+6
Holders Change %
+4.08%
% of All Funds
2.69%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
22
Increased
59
Reduced
52
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FM
Forward Management
California
$5.99M
2
SBL
Sargent Bickham Lagudis
Colorado
$18.1M
3
AWM
AE Wealth Management
Kansas
$6.82M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$9.34M
5
LPL Financial
LPL Financial
California
$31.4M

Top Sellers

1
JWCA
J.W. Cole Advisors
Florida
$0
2
ASN
Advisory Services Network
Georgia
$1.75M
3
AWA
ARQ Wealth Advisors
Arizona
$0
4
RWM
Reston Wealth Management
Virginia
$989K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFM
26
Clear Creek Financial Management
Washington
$3.62M -$9.2K -233 -0.3%
VWM
27
Vigilare Wealth Management
Arizona
$3.32M +$881K +22,313 +36%
TC
28
Trilogy Capital
California
$3.08M +$13.3K +336 +0.4%
RFN
29
RDA Financial Network
Iowa
$3.07M +$148K +3,749 +5%
AFP
30
Ausdal Financial Partners
Iowa
$2.95M -$162K -4,096 -5%
DWM
31
Darwin Wealth Management
Florida
$2.88M -$242K -6,115 -8%
OMC
32
Old Mission Capital
Illinois
$2.22M +$586K +14,830 +36%
HI
33
Harbour Investments
Wisconsin
$2.16M -$16.2K -411 -0.7%
SWM
34
Spire Wealth Management
Virginia
$2.15M -$185K -4,673 -8%
TLFA
35
True Link Financial Advisors
California
$1.88M +$3.64K +92 +0.2%
ASN
36
Advisory Services Network
Georgia
$1.75M -$2.54M -64,353 -59%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$1.62M -$113K -2,862 -7%
FFN
38
Focus Financial Network
Minnesota
$1.55M +$86.9K +2,200 +6%
SPC
39
Sigma Planning Corp
Michigan
$1.42M +$77.2K +1,953 +6%
FAIM
40
Financial Advocates Investment Management
Washington
$1.38M +$154K +3,910 +13%
SFS
41
Sowell Financial Services
Arkansas
$1.38M +$1.38M +34,852 New
AAS
42
Annex Advisory Services
Wisconsin
$1.32M -$28.9K -732 -2%
RIL
43
Rothschild Investment LLC
Illinois
$1.31M – – –
CA
44
Cetera Advisors
Colorado
$1.3M -$32.2K -814 -2%
CWA
45
Clearview Wealth Advisors
Oregon
$1.25M +$187K +4,726 +18%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.21M -$618K -15,636 -34%
KAS
47
Kestra Advisory Services
Texas
$1.17M +$19.6K +497 +2%
BFG
48
Barber Financial Group
Kansas
$1.14M -$6.36K -161 -0.6%
PAG
49
Private Advisor Group
New Jersey
$1.13M -$233K -5,899 -17%
CIAS
50
Capital Investment Advisory Services
North Carolina
$1.02M -$19.4K -491 -2%
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