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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

94 hedge funds and large institutions have $171M invested in iShares Core Conservative Allocation ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
2.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
9
Increased
41
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
Centaurus Financial
California
+$5.57M
2
VFP
Verus Financial Partners
Virginia
+$2.86M
3
PFS
Prospera Financial Services
Texas
+$1.66M
4
AWM
AE Wealth Management
Kansas
+$1.29M
5
AG
Advisor Group
Arizona
+$1.17M

Top Sellers

1
MAS
Madden Advisory Services
Florida
-$1.14M
2
Wolverine Trading
Wolverine Trading
Illinois
-$1.03M
3
CGL
Clarius Group LLC
Washington
-$1.01M
4
AIC
Ameritas Investment Company
Nebraska
-$900K
5
Wells Fargo
Wells Fargo
California
-$838K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
76
Arax Advisory Partners
Colorado
$49K +$49K +1,394 New
GWMIA
77
Global Wealth Management Investment Advisory
Florida
$42K – – –
US Bancorp
78
US Bancorp
Minnesota
$41K +$41K +1,155 New
RIA
79
Realta Investment Advisors
Delaware
$39K +$140 +4 +0.4%
Citigroup
80
Citigroup
New York
$38K – – –
FPFS
81
First Personal Financial Services
North Carolina
$36K +$36K +1,030 New
BCI
82
Brinker Capital Investments
Pennsylvania
$26K +$23.4K +667 +889%
BBA
83
Braun-Bostich & Associates
Pennsylvania
$19K – – –
GRP
84
Global Retirement Partners
California
$18K +$18K +500 New
JFA
85
JNBA Financial Advisors
Minnesota
$10K – – –
NC
86
NewSquare Capital
Pennsylvania
$10K +$9.49K +276 +1,840%
BFEC
87
Benjamin F. Edwards & Company
Missouri
$3K – – –
GAM
88
Gemmer Asset Management
California
$3K +$36 +1 +1%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
Fidelity Investments
90
Fidelity Investments
Massachusetts
$1K -$6.03K -181 -86%
LPWM
91
Lake Point Wealth Management
Texas
$1K – – –
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +27 New
LFG
93
LifePlan Financial Group
Ohio
$1K +$1K +39 New
Wolverine Trading
94
Wolverine Trading
Illinois
– -$1.03M -29,762 Closed
AIC
95
Ameritas Investment Company
Nebraska
– -$900K -26,063 Closed
GFPC
96
Global Financial Private Capital
Florida
– -$394K -11,417 Closed
CI
97
CX Institutional
Indiana
– -$9K -252 Closed
SWM
98
SeaCrest Wealth Management
New York
– -$4K -104 Closed
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