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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

93 hedge funds and large institutions have $156M invested in iShares Core Conservative Allocation ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-6
Holders Change %
-6.06%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
12
Increased
31
Reduced
33
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
Stuart Chaussee & Associates
California
+$9.52M
2
Jane Street
Jane Street
New York
+$1.24M
3
Wolverine Trading
Wolverine Trading
Illinois
+$1.03M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$918K
5
AIC
Ameritas Investment Company
Nebraska
+$900K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$19.1M
2
CGL
Clarius Group LLC
Washington
-$7.5M
3
UBS Group
UBS Group
Switzerland
-$6.49M
4
RJA
Raymond James & Associates
Florida
-$6.11M
5
Morgan Stanley
Morgan Stanley
New York
-$5.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Cetera Advisors
Colorado
$419K +$3.74K +108 +0.9%
GFPC
52
Global Financial Private Capital
Florida
$394K -$65.6K -1,901 -14%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$383K -$336K -9,719 -47%
FIA
54
Foundations Investment Advisors
Arizona
$368K +$82.6K +2,394 +29%
DAS
55
Dynamic Advisor Solutions
Arizona
$351K +$1.31K +38 +0.4%
SS
56
Simplicity Solutions
Minnesota
$340K +$340K +9,853 New
NWM
57
Northwest Wealth Management
Iowa
$339K +$173 +5 +0.1%
PAMG
58
Patton Albertson Miller Group
Tennessee
$324K -$21.6K -627 -6%
SCM
59
Stonehearth Capital Management
Massachusetts
$321K -$73.3K -2,121 -19%
SFG
60
StrategIQ Financial Group
Indiana
$316K -$9.19K -266 -3%
ACP
61
Aveo Capital Partners
Colorado
$304K +$5.56K +161 +2%
BSW
62
Buckingham Strategic Wealth
Missouri
$300K – – –
CA
63
Calton & Associates
Florida
$290K -$2.38K -69 -0.8%
EWA
64
ERTS Wealth Advisors
Michigan
$270K +$5.31K +154 +2%
CFGS
65
Concourse Financial Group Securities
Alabama
$265K +$2.27K +66 +0.9%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$262K -$108K -3,140 -29%
BAC
67
Boys Arnold & Co
North Carolina
$262K – – –
UBS Group
68
UBS Group
Switzerland
$255K -$6.49M -187,791 -96%
CF
69
Centaurus Financial
California
$163K +$21.4K +738 +15%
IA
70
IFP Advisors
Florida
$90K – – –
PCFFS
71
Pacific Center for Financial Services
California
$89K – – –
TFGT
72
TS Financial Group (TSFG)
Illinois
$89K +$89K +2,587 New
ACS
73
Archford Capital Strategies
Illinois
$83K +$19.2K +559 +30%
APA
74
American Portfolios Advisors
New York
$68.9K – – –
IF
75
Ironwood Financial
Arizona
$56K +$7.45K +216 +15%
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