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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

154 hedge funds and large institutions have $163M invested in iShares Core Conservative Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-5
Holders Change %
-3.14%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
53
Reduced
57
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
GeoWealth Management
Illinois
+$6.91M
2
ECA
Elevation Capital Advisory
Oregon
+$5.68M
3
OMC
Old Mission Capital
Illinois
+$1.56M
4
LPL Financial
LPL Financial
California
+$1.51M
5
GS
GTS Securities
New York
+$920K

Top Sellers

1
ACA
Atlas Capital Advisors
Wyoming
-$19.1M
2
Goldman Sachs
Goldman Sachs
New York
-$2.62M
3
Jane Street
Jane Street
New York
-$1.44M
4
WAM
WNY Asset Management
New York
-$1.42M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
26
Consilium Wealth Advisory
Texas
$1.39M -$9.05K -234 -0.6%
Corient Private Wealth
27
Corient Private Wealth
Florida
$1.38M +$3.83K +99 +0.3%
Citadel Advisors
28
Citadel Advisors
Florida
$1.37M -$122K -3,168 -8%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.33M +$308K +7,969 +30%
JWCA
30
J.W. Cole Advisors
Florida
$1.26M -$58.6K -1,515 -4%
AFP
31
Ausdal Financial Partners
Iowa
$1.17M -$496K -12,836 -30%
RIL
32
Rothschild Investment LLC
Illinois
$1.15M – – –
AWS
33
Atria Wealth Solutions
New York
$1.04M -$29.2K -755 -3%
HI
34
Harbour Investments
Wisconsin
$1.04M +$84.7K +2,192 +9%
UBS Group
35
UBS Group
Switzerland
$1.02M +$151K +3,902 +17%
WA
36
Waverly Advisors
Alabama
$978K +$8.66K +224 +0.9%
CIAS
37
Capital Investment Advisory Services
North Carolina
$965K -$1.04K -27 -0.1%
RFN
38
RDA Financial Network
Iowa
$943K -$26.3K -681 -3%
Goldman Sachs
39
Goldman Sachs
New York
$922K -$2.62M -67,694 -74%
GS
40
GTS Securities
New York
$920K +$920K +23,800 New
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$882K -$1.06M -27,385 -55%
OBWG
42
Onyx Bridge Wealth Group
New York
$860K +$32.6K +843 +4%
FHA
43
Flagship Harbor Advisors
Massachusetts
$844K +$844K +21,819 New
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$783K -$6.19K -160 -0.8%
WC
45
Waterloo Capital
Texas
$763K +$395K +10,214 +107%
DWM
46
Darwin Wealth Management
Florida
$682K +$682K +17,629 New
CFA
47
Camarda Financial Advisors
Florida
$681K -$8.54K -221 -1%
SL
48
Sentinus LLC
Illinois
$672K -$380K -10,290 -36%
LWM
49
Lakeridge Wealth Management
Ohio
$670K -$29.9K -774 -4%
RW
50
REDW Wealth
New Mexico
$644K – – –
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