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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

110 hedge funds and large institutions have $179M invested in iShares Core Conservative Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-10
Holders Change %
-8.33%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
37
Reduced
42
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$7.8M
2
PAA
Peregrine Asset Advisers
Oregon
+$4.07M
3
TC
Trilogy Capital
California
+$3.52M
4
Bank of America
Bank of America
North Carolina
+$1.84M
5
UBS Group
UBS Group
Switzerland
+$1.76M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
-$9.28M
2
AWM
AE Wealth Management
Kansas
-$8.91M
3
SCA
Stuart Chaussee & Associates
California
-$8.55M
4
RCIM
Red Cedar Investment Management
Michigan
-$3.1M
5
BSAM
Blue Sky Asset Management
Colorado
-$2.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAWM
76
J. Arnold Wealth Management
Ohio
$116K -$4.53K -134 -4%
TF
77
TimeScale Financial
Massachusetts
$106K – – –
TFGT
78
TS Financial Group (TSFG)
Illinois
$87K – – –
PCFFS
79
Pacific Center for Financial Services
California
$87K – – –
HIA
80
Harbor Investment Advisory
Maryland
$78K -$983 -29 -1%
APA
81
American Portfolios Advisors
New York
$58K -$21.4K -633 -27%
VCP
82
Verus Capital Partners
Arizona
$54K – – –
AAP
83
Arax Advisory Partners
Colorado
$51K -$2.02K -60 -4%
AF
84
Advisornet Financial
Minnesota
$48K -$5.58K -164 -10%
MWM
85
MBE Wealth Management
Wisconsin
$47K +$47K +1,395 New
LAS
86
Lloyd Advisory Services
Georgia
$45K -$11.3K -332 -20%
Citigroup
87
Citigroup
New York
$45K +$8.05K +237 +22%
SWM
88
Sugarloaf Wealth Management
Georgia
$42K +$11.8K +353 +39%
GWMIA
89
Global Wealth Management Investment Advisory
Florida
$41K – – –
DAM
90
Delta Asset Management
Tennessee
$35K – – –
CS
91
Capital Square
Tennessee
$35K +$35K +1,039 New
IA
92
IFP Advisors
Florida
$34K +$19.3K +561 +132%
CWC
93
Carolinas Wealth Consulting
North Carolina
$31K +$31K +921 New
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$30K +$30K +880 New
NEIRG
95
New England Investment & Retirement Group
Massachusetts
$25K +$25K +731 New
TFS
96
TrustCore Financial Services
Tennessee
$25K +$25K +750 New
CI
97
CX Institutional
Indiana
$24K +$24K +702 New
IF
98
Ironwood Financial
Arizona
$23K -$28K -816 -55%
GRP
99
Global Retirement Partners
California
$17K – – –
SFS
100
Sowell Financial Services
Arkansas
$12K +$100 +3 +0.8%
2 3
4
5 6