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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

117 hedge funds and large institutions have $202M invested in iShares Core Conservative Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+7
Holders Change %
+6.36%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
19
Increased
43
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
+$12.3M
2
AI
Atria Investments
North Carolina
+$1.51M
3
LPL Financial
LPL Financial
California
+$1.2M
4
Ameriprise
Ameriprise
Minnesota
+$1.1M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$995K

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$4.23M
2
Jane Street
Jane Street
New York
-$2.02M
3
UBS Group
UBS Group
Switzerland
-$1.78M
4
RJA
Raymond James & Associates
Florida
-$1.36M
5
Bank of America
Bank of America
North Carolina
-$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
101
IFP Advisors
Florida
$30K -$6.16K -168 -17%
TFS
102
TrustCore Financial Services
Tennessee
$27K – – –
IF
103
Ironwood Financial
Arizona
$24K – – –
CAGAS
104
Capital Advisory Group Advisory Services
Minnesota
$21K -$1.02M -28,233 -98%
GRP
105
Global Retirement Partners
California
$18K – – –
SFS
106
Sowell Financial Services
Arkansas
$13K +$72 +2 +0.6%
MIM
107
Macroview Investment Management
Maryland
$11K +$11K +305 New
JFA
108
JNBA Financial Advisors
Minnesota
$10K – – –
AF
109
Affiance Financial
Minnesota
$10K – – –
LFG
110
LifePlan Financial Group
Ohio
$10K +$8.62K +244 +626%
CAM
111
Costello Asset Management
Pennsylvania
$6K +$6K +155 New
GAM
112
Gemmer Asset Management
California
$3K – – –
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
NC
114
NewSquare Capital
Pennsylvania
$1K – – –
FHA
115
Flagship Harbor Advisors
Massachusetts
$1K +$1K +50 New
GEA
116
Glen Eagle Advisors
New Jersey
$146 +$146 +4 New
Jane Street
117
Jane Street
New York
– -$2.02M -59,653 Closed
Truist Financial
118
Truist Financial
North Carolina
– -$645K -19,085 Closed
ACP
119
Aveo Capital Partners
Colorado
– -$412K -12,210 Closed
LWAC
120
Laurel Wealth Advisors (California)
California
– -$332K -9,825 Closed
AIC
121
Ameritas Investment Company
Nebraska
– -$275K -8,212 Closed
MWM
122
MBE Wealth Management
Wisconsin
– -$47K -1,395 Closed
CS
123
Capital Square
Tennessee
– -$35K -1,039 Closed
WAP
124
Wealthcare Advisory Partners
Pennsylvania
– -$30K -880 Closed
NEIRG
125
New England Investment & Retirement Group
Massachusetts
– -$25K -731 Closed
2 3 4
5
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