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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

117 hedge funds and large institutions have $202M invested in iShares Core Conservative Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+7
Holders Change %
+6.36%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
19
Increased
43
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
+$12.3M
2
AI
Atria Investments
North Carolina
+$1.51M
3
LPL Financial
LPL Financial
California
+$1.2M
4
Ameriprise
Ameriprise
Minnesota
+$1.1M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$995K

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$4.23M
2
Jane Street
Jane Street
New York
-$2.02M
3
UBS Group
UBS Group
Switzerland
-$1.78M
4
RJA
Raymond James & Associates
Florida
-$1.36M
5
Bank of America
Bank of America
North Carolina
-$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$226K -$284K -7,790 -56%
EH
77
Equitable Holdings
New York
$225K – – –
SCM
78
Stonehearth Capital Management
Massachusetts
$224K -$115K -3,102 -34%
IWM
79
IHT Wealth Management
Illinois
$211K +$211K +5,803 New
RWM
80
Ritholtz Wealth Management
New York
$207K -$44.8K -1,229 -18%
MSA
81
Marino Stram & Associates
Massachusetts
$204K +$204K +4,558 New
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$180K +$180K +4,935 New
TF
83
TimeScale Financial
Massachusetts
$151K +$35.6K +975 +31%
JAWM
84
J. Arnold Wealth Management
Ohio
$133K +$7.7K +211 +6%
CAN
85
Cetera Advisor Networks
California
$120K +$120K +3,294 New
BAM
86
Belpointe Asset Management
Nevada
$113K +$113K +3,091 New
BFEC
87
Benjamin F. Edwards & Company
Missouri
$102K +$102K +2,809 New
TFGT
88
TS Financial Group (TSFG)
Illinois
$94K – – –
PCFFS
89
Pacific Center for Financial Services
California
$94K – – –
HIA
90
Harbor Investment Advisory
Maryland
$84K +$652 +18 +0.8%
APWA
91
Atlas Private Wealth Advisors
New Jersey
$64K +$64K +1,756 New
AAP
92
Arax Advisory Partners
Colorado
$57K +$2.03K +56 +4%
CI
93
CX Institutional
Indiana
$55K +$29.2K +795 +113%
APA
94
American Portfolios Advisors
New York
$54.5K -$8.01K -220 -13%
AF
95
Advisornet Financial
Minnesota
$51K – – –
SWM
96
Sugarloaf Wealth Management
Georgia
$45K -$729 -20 -2%
GWMIA
97
Global Wealth Management Investment Advisory
Florida
$44K – – –
CWC
98
Carolinas Wealth Consulting
North Carolina
$44K +$10.5K +288 +31%
LAS
99
Lloyd Advisory Services
Georgia
$39K -$9.06K -249 -19%
DAM
100
Delta Asset Management
Tennessee
$33K -$5.02K -137 -13%
2 3
4
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