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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

154 hedge funds and large institutions have $163M invested in iShares Core Conservative Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-5
Holders Change %
-3.14%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
53
Reduced
57
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
GeoWealth Management
Illinois
+$6.91M
2
ECA
Elevation Capital Advisory
Oregon
+$5.68M
3
OMC
Old Mission Capital
Illinois
+$1.56M
4
LPL Financial
LPL Financial
California
+$1.51M
5
GS
GTS Securities
New York
+$920K

Top Sellers

1
ACA
Atlas Capital Advisors
Wyoming
-$19.1M
2
Goldman Sachs
Goldman Sachs
New York
-$2.62M
3
Jane Street
Jane Street
New York
-$1.44M
4
WAM
WNY Asset Management
New York
-$1.42M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFL
51
Wealth Forward LLC
North Dakota
$637K +$3.17K +82 +0.5%
PAG
52
Private Advisor Group
New Jersey
$637K -$80.1K -2,073 -11%
MWM
53
Modera Wealth Management
New Jersey
$636K +$2.28K +59 +0.4%
PCG
54
Prosperity Consulting Group
Maryland
$628K +$47.4K +1,225 +8%
AssetMark Inc
55
AssetMark Inc
California
$622K +$15.3K +395 +3%
ACP
56
Aveo Capital Partners
Colorado
$597K -$3.87K -100 -0.6%
VFG
57
Valley Financial Group
Pennsylvania
$583K -$14.9K -385 -2%
EH
58
Equitable Holdings
New York
$577K +$186K +4,814 +48%
AWM
59
AE Wealth Management
Kansas
$573K -$803K -20,764 -58%
FPFS
60
First Personal Financial Services
North Carolina
$520K +$18.3K +474 +4%
Mariner
61
Mariner
Kansas
$478K +$348 +9 +0.1%
Stifel Financial
62
Stifel Financial
Missouri
$476K +$29K +749 +6%
PGF
63
Plan Group Financial
Oklahoma
$473K +$2.98K +77 +0.6%
KAS
64
Kestra Advisory Services
Texas
$465K -$49.6K -1,284 -10%
TPWA
65
TRUE Private Wealth Advisors
Oregon
$440K – – –
FDCDDQ
66
Federation des caisses Desjardins du Quebec
Quebec, Canada
$432K -$189K -4,896 -30%
RJA
67
Raymond James & Associates
Florida
$416K -$223K -5,775 -35%
IWC
68
Integrated Wealth Concepts
Massachusetts
$409K +$409K +10,576 New
MFA
69
Millington Financial Advisors
Illinois
$391K +$9.09K +235 +2%
MWA
70
Mills Wealth Advisors
Texas
$381K -$40.3K -1,043 -10%
SWM
71
Spire Wealth Management
Virginia
$378K – – –
IWP
72
Insight Wealth Partners
Texas
$363K +$113K +2,931 +45%
CPIG
73
Chicago Partners Investment Group
Illinois
$360K +$2.31K +61 +0.6%
RFA
74
RTD Financial Advisors
Pennsylvania
$343K -$39 -1 -0%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$337K -$159K -4,117 -32%
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