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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

155 hedge funds and large institutions have $190M invested in iShares Core Conservative Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 61 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
18
Increased
44
Reduced
61
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAG
SageView Advisory Group
California
+$3.57M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$2.76M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.54M
4
CST
Charles Schwab Trust
Nevada
+$1.07M
5
E3F
Eight 31 Financial
Texas
+$927K

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$15.6M
2
Wells Fargo
Wells Fargo
California
-$11.9M
3
WA
Win Advisors
Florida
-$11.4M
4
Morgan Stanley
Morgan Stanley
New York
-$8.89M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
51
REDW Wealth
New Mexico
$614K – – –
WFL
52
Wealth Forward LLC
North Dakota
$601K +$4.42K +120 +0.7%
VFG
53
Valley Financial Group
Pennsylvania
$584K -$15.6K -424 -3%
AssetMark Inc
54
AssetMark Inc
California
$578K -$334K -9,058 -37%
ACP
55
Aveo Capital Partners
Colorado
$571K – – –
CAN
56
Cetera Advisor Networks
California
$531K +$302K +8,205 +132%
FPFS
57
First Personal Financial Services
North Carolina
$493K +$6.67K +181 +1%
KAS
58
Kestra Advisory Services
Texas
$492K -$45.3K -1,231 -8%
G
59
Gainplan
Michigan
$484K – – –
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$482K -$2.98M -80,829 -86%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$458K -$7.36M -199,953 -94%
WC
62
Waterloo Capital
Texas
$449K -$229K -6,212 -34%
MWA
63
Mills Wealth Advisors
Texas
$444K -$18.4K -500 -4%
PCG
64
Prosperity Consulting Group
Maryland
$427K +$197K +5,337 +85%
PGF
65
Plan Group Financial
Oklahoma
$420K -$24K -651 -5%
TPWA
66
TRUE Private Wealth Advisors
Oregon
$419K +$25.5K +693 +6%
BAM
67
Belpointe Asset Management
Nevada
$419K +$1.92K +52 +0.5%
SOS
68
Silver Oak Securities
Tennessee
$416K -$1.81M -49,110 -81%
RJA
69
Raymond James & Associates
Florida
$408K -$15.6M -424,613 -97%
SWM
70
Spire Wealth Management
Virginia
$399K -$40.1K -1,088 -9%
MFA
71
Millington Financial Advisors
Illinois
$386K +$24.6K +667 +7%
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$372K +$133K +3,603 +55%
MML Investors Services
73
MML Investors Services
Massachusetts
$355K -$40.1K -1,091 -10%
CPIG
74
Chicago Partners Investment Group
Illinois
$350K +$39.9K +1,110 +13%
Legacy Financial Group (Iowa)
75
Legacy Financial Group (Iowa)
Iowa
$350K +$350K +9,510 New
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3
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