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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

171 hedge funds and large institutions have $401M invested in iShares Core Conservative Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+18
Holders Change %
+11.76%
% of All Funds
2.64%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
41
Increased
53
Reduced
57
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
Trilogy Capital
California
+$34.6M
2
Wells Fargo
Wells Fargo
California
+$13.5M
3
FM
Forward Management
California
+$10.8M
4
Morgan Stanley
Morgan Stanley
New York
+$8.13M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.93M

Top Sellers

1
UWM
USAdvisors Wealth Management
Minnesota
-$5.92M
2
OMC
Old Mission Capital
Illinois
-$2.22M
3
FFN
Focus Financial Network
Minnesota
-$1.55M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.21M
5
BFG
Barber Financial Group
Kansas
-$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
76
Comerica Bank
Texas
$652K +$652K +16,891 New
MWM
77
Modera Wealth Management
New Jersey
$647K – – –
BAM
78
Belpointe Asset Management
Nevada
$640K +$84.9K +2,125 +15%
SS
79
Sunbelt Securities
Texas
$618K +$618K +16,019 New
AAS
80
Ameritas Advisory Services
Nebraska
$613K +$613K +15,322 New
IF
81
Integrity Financial
Wyoming
$584K +$584K +14,593 New
RFA
82
RTD Financial Advisors
Pennsylvania
$578K +$578K +14,442 New
NAS
83
Nicolet Advisory Services
Wisconsin
$567K -$6.72K -168 -1%
MML Investors Services
84
MML Investors Services
Massachusetts
$561K -$56.9K -1,421 -9%
NWMG
85
National Wealth Management Group
Ohio
$557K +$557K +13,934 New
AAS
86
Avantax Advisory Services
Texas
$551K +$551K +13,785 New
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$538K -$37.5K -937 -7%
IA
88
IFP Advisors
Florida
$517K +$134K +3,338 +35%
G
89
Gainplan
Michigan
$509K -$800 -20 -0.2%
FPFS
90
First Personal Financial Services
North Carolina
$490K +$46.5K +1,162 +10%
Legacy Financial Group (Iowa)
91
Legacy Financial Group (Iowa)
Iowa
$479K -$384K -9,693 -45%
PFA
92
Professional Financial Advisors
Nebraska
$427K -$1.44K -36 -0.3%
CPIG
93
Chicago Partners Investment Group
Illinois
$413K -$3.09K -81 -0.7%
SPIA
94
Steward Partners Investment Advisory
New York
$403K +$403K +10,078 New
CAM
95
Congress Asset Management
Massachusetts
$400K +$400K +10,005 New
MA
96
Mutual Advisors
Nebraska
$370K +$21.1K +527 +6%
VFP
97
Verus Financial Partners
Virginia
$363K -$3.92K -98 -1%
AL
98
Aspiriant LLC
California
$361K -$100K -2,501 -22%
SI
99
Stephens Inc
Arkansas
$361K +$103K +2,561 +40%
OPS
100
Orion Portfolio Solutions
Nebraska
$357K -$280 -7 -0.1%
2 3
4
5 6