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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

165 hedge funds and large institutions have $434M invested in iShares Core Conservative Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 72 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
–
Holders Change %
0%
% of All Funds
2.79%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
25
Increased
38
Reduced
72
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Trilogy Capital
California
$161M
2
ACA
2
Atlas Capital Advisors
Wyoming
$17.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$11.3M
4
CFP
4
Curran Financial Partners
South Carolina
$17.7M
5
RJA
5
Raymond James & Associates
Florida
$5.81M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$3.25M
2
FM
2
Forward Management
California
$7.29M
3
LPL Financial
3
LPL Financial
California
$26.7M
4
HWM
4
HB Wealth Management
Georgia
$0
5
SOS
5
Silver Oak Securities
Tennessee
$494K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$1.12M +$455K +13,173 +69%
AAS
52
Annex Advisory Services
Wisconsin
$1.09M -$8.3K -240 -0.8%
National Bank of Canada
53
National Bank of Canada
Quebec, Canada
$990K +$81.7K +2,369 +9%
HIP
54
Harrell Investment Partners
Texas
$989K -$65.6K -1,896 -6%
PAG
55
Private Advisor Group
New Jersey
$923K -$75.2K -2,177 -8%
Truist Financial
56
Truist Financial
North Carolina
$911K +$326K +9,432 +56%
PAA
57
Peregrine Asset Advisers
Oregon
$902K -$226K -6,543 -20%
CIAS
58
Capital Investment Advisory Services
North Carolina
$894K – – –
ACP
59
Aveo Capital Partners
Colorado
$711K – – –
FPAS
60
Focus Partners Advisor Solutions
Missouri
$700K +$35K +1,013 +5%
Legacy Financial Group (Iowa)
61
Legacy Financial Group (Iowa)
Iowa
$697K +$12K +347 +2%
RWM
62
Reston Wealth Management
Virginia
$694K -$56.8K -1,644 -8%
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$687K – – –
RBFC
64
Roman Butler Fullerton & Co
Missouri
$661K +$661K +19,100 New
CCM
65
Coldstream Capital Management
Washington
$632K +$632K +18,270 New
SPC
66
Sigma Planning Corp
Michigan
$600K -$368K -10,664 -38%
WA
67
Waverly Advisors
Alabama
$600K -$155K -4,487 -21%
FAIM
68
Financial Advocates Investment Management
Washington
$588K -$865K -25,025 -60%
MWM
69
Modera Wealth Management
New Jersey
$559K – – –
SOS
70
Silver Oak Securities
Tennessee
$494K -$1.77M -50,399 -78%
MML Investors Services
71
MML Investors Services
Massachusetts
$489K -$49.8K -1,441 -9%
IF
72
Integrity Financial
Wyoming
$488K +$43.9K +1,272 +10%
WWM
73
Western Wealth Management
Colorado
$483K – – –
NAS
74
Nicolet Advisory Services
Wisconsin
$481K -$28.4K -821 -6%
TWP
75
Tempus Wealth Planning
California
$472K -$306K -8,843 -39%
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