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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

163 hedge funds and large institutions have $257M invested in iShares Core Conservative Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
57
Reduced
49
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.2M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$16.5M
3
FA
Forefront Analytics
Pennsylvania
+$13M
4
Wells Fargo
Wells Fargo
California
+$5.78M
5
Morgan Stanley
Morgan Stanley
New York
+$5.39M

Top Sellers

1
ECA
Elevation Capital Advisory
Oregon
-$5.68M
2
GM
GeoWealth Management
Illinois
-$4.28M
3
OMC
Old Mission Capital
Illinois
-$1.56M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.37M
5
GS
GTS Securities
New York
-$920K
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
26
Gladstone Institutional Advisory
Florida
$1.62M +$1.62M +43,544 New
UCFA
27
United Capital Financial Advisors
Texas
$1.56M +$1.56M +41,898 New
BWP
28
BlueStem Wealth Partners
Minnesota
$1.44M +$1.44M +38,503 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.41M +$1.41M +37,853 New
E3F
30
Eight 31 Financial
Texas
$1.37M +$30K +805 +2%
CWA
31
Consilium Wealth Advisory
Texas
$1.36M +$19.7K +529 +1%
Corient Private Wealth
32
Corient Private Wealth
Florida
$1.34M +$6.86K +184 +0.5%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.26M -$119K -3,202 -9%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.24M -$43.7K -1,171 -3%
Goldman Sachs
35
Goldman Sachs
New York
$1.2M +$312K +8,360 +35%
RSF
36
Rik Saylor Financial
Ohio
$1.16M +$1.16M +31,150 New
RIL
37
Rothschild Investment LLC
Illinois
$1.11M – – –
SL
38
Sentinus LLC
Illinois
$1.09M +$413K +11,060 +61%
HI
39
Harbour Investments
Wisconsin
$1.06M +$57.3K +1,536 +6%
JWCA
40
J.W. Cole Advisors
Florida
$1.03M -$183K -4,903 -15%
UBS Group
41
UBS Group
Switzerland
$1.03M +$38.9K +1,043 +4%
WA
42
Waverly Advisors
Alabama
$966K +$22.2K +596 +2%
OBWG
43
Onyx Bridge Wealth Group
New York
$914K +$84.3K +2,259 +10%
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$906K +$150K +4,014 +20%
AWS
45
Atria Wealth Solutions
New York
$880K -$124K -3,330 -12%
Jane Street
46
Jane Street
New York
$879K +$879K +23,571 New
FHA
47
Flagship Harbor Advisors
Massachusetts
$876K +$62K +1,663 +8%
Comerica Bank
48
Comerica Bank
Texas
$863K +$806K +21,608 +1,418%
ASC
49
Atalanta Sosnoff Capital
New York
$844K +$844K +22,636 New
RFN
50
RDA Financial Network
Iowa
$787K -$123K -3,296 -14%
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