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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

151 hedge funds and large institutions have $202M invested in iShares Core Conservative Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+3
Holders Change %
+2.03%
% of All Funds
2.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
17
Increased
42
Reduced
64
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$7.55M
2
CFP
Curran Financial Partners
South Carolina
+$3.83M
3
LCWP
Legacy Capital Wealth Partners
Arkansas
+$1.37M
4
SOS
Silver Oak Securities
Tennessee
+$1.26M
5
Morgan Stanley
Morgan Stanley
New York
+$914K

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$7.5M
2
Jane Street
Jane Street
New York
-$5.85M
3
WAM
WNY Asset Management
New York
-$2.18M
4
Lido Advisors
Lido Advisors
California
-$1.47M
5
LPL Financial
LPL Financial
California
-$1.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
51
Federation des caisses Desjardins du Quebec
Quebec, Canada
$628K +$166K +4,896 +36%
WA
52
Waverly Advisors
Alabama
$608K -$54.2K -1,596 -8%
MWM
53
Modera Wealth Management
New Jersey
$562K – – –
FHA
54
Flagship Harbor Advisors
Massachusetts
$550K -$29K -854 -5%
KAS
55
Kestra Advisory Services
Texas
$542K -$373K -10,983 -41%
SWM
56
Spire Wealth Management
Virginia
$533K -$300K -8,838 -36%
FPAS
57
Focus Partners Advisor Solutions
Missouri
$514K -$70.7K -2,082 -12%
FPFS
58
First Personal Financial Services
North Carolina
$446K -$16.4K -484 -4%
PGF
59
Plan Group Financial
Oklahoma
$442K +$442K +13,019 New
G
60
Gainplan
Michigan
$441K -$475 -14 -0.1%
BAM
61
Belpointe Asset Management
Nevada
$431K +$1.12K +33 +0.3%
MWA
62
Mills Wealth Advisors
Texas
$431K -$105K -3,092 -20%
AAS
63
Avantax Advisory Services
Texas
$381K +$8.93K +263 +2%
JAWM
64
J. Arnold Wealth Management
Ohio
$375K +$375K +11,018 New
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$372K -$68.4K -2,015 -16%
MML Investors Services
66
MML Investors Services
Massachusetts
$371K -$280K -8,239 -43%
RFA
67
RTD Financial Advisors
Pennsylvania
$369K +$1.49K +44 +0.4%
RWM
68
Reston Wealth Management
Virginia
$368K -$130K -3,817 -26%
TPWA
69
TRUE Private Wealth Advisors
Oregon
$363K – – –
CAN
70
Cetera Advisor Networks
California
$359K +$11K +324 +3%
Legacy Financial Group (Iowa)
71
Legacy Financial Group (Iowa)
Iowa
$349K -$41.7K -1,229 -11%
AA
72
Advisory Alpha
Michigan
$334K -$49K -1,443 -13%
MFA
73
Millington Financial Advisors
Illinois
$333K – – –
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$329K -$10.3K -304 -3%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$327K +$327K +9,625 New
1 2
3
4 5