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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

147 hedge funds and large institutions have $277M invested in iShares Core Conservative Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+17
Holders Change %
+13.08%
% of All Funds
2.61%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
30
Increased
59
Reduced
43
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
FormulaFolio Investments
Michigan
+$12.2M
2
Bank of America
Bank of America
North Carolina
+$10.1M
3
LPL Financial
LPL Financial
California
+$7.91M
4
MFS
Madrona Financial Services
Washington
+$5.52M
5
CCFM
Clear Creek Financial Management
Washington
+$3.44M

Top Sellers

1
WAS
Wealth Advisory Solutions
Indiana
-$2.3M
2
DWM
Darwin Wealth Management
Florida
-$2.24M
3
BCM
Brookstone Capital Management
Illinois
-$1.87M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.85M
5
BFG
Barber Financial Group
Kansas
-$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
76
DCM Advisors
New York
$395K +$395K +10,200 New
DAS
77
Dynamic Advisor Solutions
Arizona
$394K -$110K -2,840 -22%
CFGS
78
Concourse Financial Group Securities
Alabama
$360K +$20.1K +519 +6%
BAM
79
Belpointe Asset Management
Nevada
$338K +$208K +5,376 +160%
PAMG
80
Patton Albertson Miller Group
Tennessee
$334K +$12.2K +313 +4%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$334K +$334K +8,629 New
OPS
82
Orion Portfolio Solutions
Nebraska
$333K -$17.1K -442 -5%
OIA
83
OneDigital Investment Advisors
Kansas
$332K -$17.1K -442 -5%
PFA
84
Professional Financial Advisors
Nebraska
$322K -$8.13K -210 -2%
SFG
85
StrategIQ Financial Group
Indiana
$306K +$13.2K +341 +5%
RIL
86
Rothschild Investment LLC
Illinois
$298K -$31K -800 -9%
LWAC
87
Laurel Wealth Advisors (California)
California
$288K +$1.05K +27 +0.4%
Truist Financial
88
Truist Financial
North Carolina
$275K +$275K +7,090 New
EH
89
Equitable Holdings
New York
$268K +$5.23K +135 +2%
AF
90
Allworth Financial
California
$267K +$267K +6,900 New
PA
91
PFG Advisors
Arizona
$263K -$12.8K -330 -5%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$262K +$929 +24 +0.4%
MA
93
Mutual Advisors
Nebraska
$261K +$15.5K +400 +6%
CIA
94
Compass Ion Advisors
Pennsylvania
$258K -$12.1K -313 -4%
CWM
95
Cornerstone Wealth Management
Missouri
$256K – – –
NWM
96
Northwest Wealth Management
Iowa
$243K -$2.98K -77 -1%
SCM
97
Stonehearth Capital Management
Massachusetts
$236K +$1.01K +26 +0.4%
AIC
98
Ameritas Investment Company
Nebraska
$234K +$234K +6,049 New
IWM
99
IHT Wealth Management
Illinois
$226K +$1.16K +30 +0.5%
RA
100
RFG Advisory
Alabama
$225K +$225K +5,788 New
2 3
4
5 6