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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

148 hedge funds and large institutions have $247M invested in iShares Core Conservative Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 61 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-15
Holders Change %
-9.2%
% of All Funds
2.37%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
21
Increased
45
Reduced
61
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
$12.8M
2
Jane Street
Jane Street
New York
$11.4M
3
MP
Mangrove Partners
Connecticut
$9.45M
4
TC
Trilogy Capital
California
$3.6M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$8.61M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$454K
2
Wells Fargo
Wells Fargo
California
$3.83M
3
Bank of America
Bank of America
North Carolina
$9.98M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$624K
5
CAM
Congress Asset Management
Massachusetts
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAS
76
Nicolet Advisory Services
Wisconsin
$418K -$20.2K -577 -5%
Legacy Financial Group (Iowa)
77
Legacy Financial Group (Iowa)
Iowa
$413K -$28.2K -808 -6%
AAS
78
Avantax Advisory Services
Texas
$390K +$1.19K +34 +0.3%
IF
79
Integrity Financial
Wyoming
$389K -$88.4K -2,530 -19%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$371K -$3.5K -100 -0.9%
MML Investors Services
81
MML Investors Services
Massachusetts
$345K -$51.2K -1,466 -13%
FAIM
82
Financial Advocates Investment Management
Washington
$339K -$28.7K -822 -8%
MFA
83
Millington Financial Advisors
Illinois
$326K – – –
CFD
84
Creative Financial Designs
Indiana
$316K +$5.21K +149 +2%
PFA
85
Professional Financial Advisors
Nebraska
$312K +$312K +8,283 New
NWMG
86
National Wealth Management Group
Ohio
$309K – – –
IA
87
IFP Advisors
Florida
$284K -$26.5K -776 -9%
Stifel Financial
88
Stifel Financial
Missouri
$276K -$3.81M -109,031 -93%
UWM
89
USAdvisors Wealth Management
Minnesota
$276K -$13.7K -390 -5%
AAS
90
Ameritas Advisory Services
Nebraska
$257K -$73.4K -2,100 -22%
OPS
91
Orion Portfolio Solutions
Nebraska
$256K -$67.6K -1,934 -21%
BCI
92
Brinker Capital Investments
Pennsylvania
$256K +$256K +7,326 New
VFP
93
Verus Financial Partners
Virginia
$248K +$105 +3 +0%
VF
94
VitalStone Financial
Texas
$246K -$13.7K -344 -5%
RSWM
95
Robertson Stephens Wealth Management
California
$243K +$243K +6,949 New
OIA
96
OneDigital Investment Advisors
Kansas
$237K – – –
FPCP
97
Fort Point Capital Partners
California
$233K -$6.15K -176 -3%
IWP
98
Insight Wealth Partners
Texas
$226K – – –
CSPIA
99
Cary Street Partners Investment Advisory
Virginia
$220K -$87.4K -2,500 -28%
KOC
100
Koss-Olinger Consulting
Florida
$217K +$490 +14 +0.2%
2 3
4
5 6