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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

151 hedge funds and large institutions have $406M invested in iShares Core Conservative Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-14
Holders Change %
-8.48%
% of All Funds
2.61%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
17
Increased
43
Reduced
73
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$17.5M
2
FA
Financial Advisors
Massachusetts
$4.37M
3
Jane Street
Jane Street
New York
$4.93M
4
Bank of America
Bank of America
North Carolina
$7.56M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.13M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.2M
2
Morgan Stanley
Morgan Stanley
New York
$8.5M
3
SWM
Spire Wealth Management
Virginia
$0
4
Stifel Financial
Stifel Financial
Missouri
$582K
5
CFP
Curran Financial Partners
South Carolina
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$383K -$78.5K -2,408 -17%
WWM
77
Western Wealth Management
Colorado
$380K -$75.3K -2,306 -17%
TWP
78
Tempus Wealth Planning
California
$378K -$68K -2,084 -15%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$361K -$64.2K -1,966 -15%
UWM
80
USAdvisors Wealth Management
Minnesota
$357K -$14.3K -440 -4%
AF
81
Allworth Financial
California
$331K +$239K +7,330 +260%
CFD
82
Creative Financial Designs
Indiana
$318K -$89.7K -2,751 -22%
MA
83
Mutual Advisors
Nebraska
$318K +$88.7K +2,715 +39%
NWMG
84
National Wealth Management Group
Ohio
$317K – – –
Citadel Advisors
85
Citadel Advisors
Florida
$296K -$1.39M -42,476 -82%
LHEI
86
Leo H. Evart Inc
California
$282K +$1.6K +49 +0.6%
AAS
87
Ameritas Advisory Services
Nebraska
$278K -$2.87K -88 -1%
BHWM
88
Bay Harbor Wealth Management
Maryland
$276K -$7.15K -219 -3%
FPCP
89
Fort Point Capital Partners
California
$275K -$20.7K -633 -7%
FAAM
90
First Ascent Asset Management
Colorado
$275K -$16.9K -517 -6%
AWM
91
Axxcess Wealth Management
California
$265K +$33 +1 +0%
OPS
92
Orion Portfolio Solutions
Nebraska
$255K -$30K -922 -11%
CIA
93
Compass Ion Advisors
Pennsylvania
$253K +$1.44K +44 +0.6%
TPWA
94
TRUE Private Wealth Advisors
Oregon
$253K +$1.83K +56 +0.7%
OAM
95
Oppenheimer Asset Management
New York
$252K +$252K +7,718 New
CFGS
96
Concourse Financial Group Securities
Alabama
$251K +$33.5K +1,026 +15%
MFS
97
Madrona Financial Services
Washington
$238K -$1.34K -41 -0.6%
WDL
98
Well Done LLC
Michigan
$237K – – –
CPIG
99
Chicago Partners Investment Group
Illinois
$233K +$263 +8 +0.1%
SPC
100
Sigma Planning Corp
Michigan
$232K -$333K -10,241 -59%
2 3
4
5 6