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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

117 hedge funds and large institutions have $202M invested in iShares Core Conservative Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+7
Holders Change %
+6.36%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
19
Increased
43
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
+$12.3M
2
AI
Atria Investments
North Carolina
+$1.51M
3
LPL Financial
LPL Financial
California
+$1.2M
4
Ameriprise
Ameriprise
Minnesota
+$1.1M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$995K

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$4.23M
2
Jane Street
Jane Street
New York
-$2.02M
3
UBS Group
UBS Group
Switzerland
-$1.78M
4
RJA
Raymond James & Associates
Florida
-$1.36M
5
Bank of America
Bank of America
North Carolina
-$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCIM
51
Red Cedar Investment Management
Michigan
$553K – – –
JWCA
52
J.W. Cole Advisors
Florida
$510K +$510K +14,012 New
FPCP
53
Fort Point Capital Partners
California
$497K +$497K +13,657 New
AWM
54
Alterna Wealth Management
Texas
$477K +$477K +13,100 New
DAS
55
Dynamic Advisor Solutions
Arizona
$471K +$1.97K +54 +0.4%
BHWM
56
Bay Harbor Wealth Management
Maryland
$468K -$23.5K -644 -5%
VFP
57
Verus Financial Partners
Virginia
$417K +$9.58K +263 +2%
MFS
58
Madrona Financial Services
Washington
$403K +$5.29K +145 +1%
RIL
59
Rothschild Investment LLC
Illinois
$395K – – –
RJA
60
Raymond James & Associates
Florida
$376K -$1.36M -37,213 -78%
NAS
61
Nicolet Advisory Services
Wisconsin
$367K +$31.1K +854 +9%
SFG
62
StrategIQ Financial Group
Indiana
$338K +$2.62K +72 +0.8%
OIA
63
OneDigital Investment Advisors
Kansas
$334K +$334K +8,983 New
TSS
64
Two Sigma Securities
New York
$333K +$333K +9,143 New
PFA
65
Professional Financial Advisors
Nebraska
$322K -$6.71K -184 -2%
Citigroup
66
Citigroup
New York
$309K +$261K +7,150 +540%
PAMG
67
Patton Albertson Miller Group
Tennessee
$293K -$47.3K -1,297 -14%
CFD
68
Creative Financial Designs
Indiana
$293K +$293K +8,057 New
PA
69
PFG Advisors
Arizona
$286K -$8.83K -240 -3%
CFGS
70
Concourse Financial Group Securities
Alabama
$278K – – –
FPFS
71
First Personal Financial Services
North Carolina
$270K +$1.75K +48 +0.7%
OPS
72
Orion Portfolio Solutions
Nebraska
$269K +$263K +7,217 +4,374%
SW
73
SlateStone Wealth
Florida
$268K -$1.21M -33,173 -82%
CWM
74
Cornerstone Wealth Management
Missouri
$241K – – –
NWM
75
Northwest Wealth Management
Iowa
$230K +$1.42K +39 +0.6%
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