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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

99 hedge funds and large institutions have $177M invested in iShares Core Conservative Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+6
Holders Change %
+6.45%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
19
Increased
32
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$17.8M
2
CGL
Clarius Group LLC
Washington
+$8.55M
3
RJA
Raymond James & Associates
Florida
+$6.11M
4
UBS Group
UBS Group
Switzerland
+$6M
5
Morgan Stanley
Morgan Stanley
New York
+$4.24M

Top Sellers

1
Jane Street
Jane Street
New York
-$5.3M
2
CL
Cabana LLC
Arkansas
-$5.08M
3
FIA
Foundations Investment Advisors
Arizona
-$4.51M
4
PAG
Private Advisor Group
New Jersey
-$1.86M
5
CWM
Cornerstone Wealth Management
Missouri
-$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$53K – – –
IF
77
Ironwood Financial
Arizona
$46K – – –
Citigroup
78
Citigroup
New York
$36K – – –
CFA
79
Camarda Financial Advisors
Florida
$33K +$259 +8 +0.8%
BCI
80
Brinker Capital Investments
Pennsylvania
$24K +$21.6K +667 +889%
AAP
81
Arax Advisory Partners
Colorado
$23K +$130 +4 +0.6%
GWMIA
82
Global Wealth Management Investment Advisory
Florida
$16K +$16K +499 New
ASN
83
Advisory Services Network
Georgia
$14K -$6.53K -203 -32%
RCG
84
Ruggie Capital Group
Florida
$9K -$86.2K -2,518 -91%
JFA
85
JNBA Financial Advisors
Minnesota
$9K +$9K +283 New
CI
86
CX Institutional
Indiana
$8K – – –
Fidelity Investments
87
Fidelity Investments
Massachusetts
$7K – – –
AF
88
Advisornet Financial
Minnesota
$5K – – –
LPWM
89
Lake Point Wealth Management
Texas
$5K +$5K +138 New
BOPW
90
Brandywine Oak Private Wealth
Pennsylvania
$4K +$4K +140 New
BFEC
91
Benjamin F. Edwards & Company
Missouri
$3K – – –
SWM
92
SeaCrest Wealth Management
New York
$3K – – –
GAM
93
Gemmer Asset Management
California
$3K +$37 +1 +1%
CF
94
Centaurus Financial
California
$150 +$145 +4,751 +3,189%
BCWM
95
Bartlett & Co Wealth Management
Ohio
$66 – – –
Jane Street
96
Jane Street
New York
– -$5.3M -155,061 Closed
CL
97
Cabana LLC
Arkansas
– -$5.08M -148,434 Closed
CWM
98
Cornerstone Wealth Management
Missouri
– -$1.31M -45,031 Closed
TC
99
Trilogy Capital
California
– -$796K -23,296 Closed
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
– -$675K -19,736 Closed
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