AOK icon

iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

154 hedge funds and large institutions have $163M invested in iShares Core Conservative Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-5
Holders Change %
-3.14%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
53
Reduced
57
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
GeoWealth Management
Illinois
+$6.91M
2
ECA
Elevation Capital Advisory
Oregon
+$5.68M
3
OMC
Old Mission Capital
Illinois
+$1.56M
4
LPL Financial
LPL Financial
California
+$1.51M
5
GS
GTS Securities
New York
+$920K

Top Sellers

1
ACA
Atlas Capital Advisors
Wyoming
-$19.1M
2
Goldman Sachs
Goldman Sachs
New York
-$2.62M
3
Jane Street
Jane Street
New York
-$1.44M
4
WAM
WNY Asset Management
New York
-$1.42M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
76
WNY Asset Management
New York
$329K -$1.42M -36,838 -81%
CFD
77
Creative Financial Designs
Indiana
$325K +$74.7K +1,931 +30%
MML Investors Services
78
MML Investors Services
Massachusetts
$317K +$10.4K +270 +3%
RAM
79
Redmond Asset Management
Virginia
$312K – – –
VCP
80
Verus Capital Partners
Arizona
$298K – – –
TWP
81
Tempus Wealth Planning
California
$288K +$65.6K +1,698 +30%
SOS
82
Silver Oak Securities
Tennessee
$285K -$342K -8,832 -55%
NAS
83
Nicolet Advisory Services
Wisconsin
$272K +$614 +16 +0.2%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$270K +$1K +26 +0.4%
S
85
Syntrinsic
Colorado
$270K -$8.93K -243 -3%
OPS
86
Orion Portfolio Solutions
Nebraska
$269K – – –
BCI
87
Brinker Capital Investments
Pennsylvania
$269K – – –
TWC
88
TD Waterhouse Canada
Ontario, Canada
$268K +$101K +2,608 +60%
WDL
89
Well Done LLC
Michigan
$266K – – –
DWM
90
Dakota Wealth Management
Florida
$262K – – –
IF
91
Integrity Financial
Wyoming
$258K -$4.76K -123 -2%
UWM
92
USAdvisors Wealth Management
Minnesota
$249K -$7.03K -182 -3%
EIG
93
Ellenbecker Investment Group
Wisconsin
$248K -$387 -10 -0.2%
AAS
94
Ameritas Advisory Services
Nebraska
$246K +$246K +6,352 New
SFG
95
Sovereign Financial Group
Connecticut
$242K +$242K +6,257 New
PFS
96
Prospera Financial Services
Texas
$241K – – –
MAWA
97
Moss Adams Wealth Advisors
Washington
$235K +$2.71K +70 +1%
FCA
98
FinTrust Capital Advisors
South Carolina
$229K -$7.73K -200 -3%
KOC
99
Koss-Olinger Consulting
Florida
$223K +$347 +9 +0.2%
DWM
100
Diversify Wealth Management
Utah
$221K +$221K +5,839 New
2 3
4
5 6