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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 %
MA
101
Mutual Advisors
Nebraska
$213K -$92.5K -2,647 -30%
NF
102
Nvest Financial
New Hampshire
$205K +$205K +5,855 New
WWM
103
Western Wealth Management
Colorado
$203K +$203K +5,820 New
CFGS
104
Concourse Financial Group Securities
Alabama
$184K -$74.2K -2,121 -29%
BHWM
105
Bay Harbor Wealth Management
Maryland
$175K -$7.9K -226 -4%
ACA
106
Aptus Capital Advisors
Alabama
$160K +$3.64K +104 +2%
JFG
107
JDM Financial Group
Texas
$153K +$5.63K +161 +4%
CF
108
Centaurus Financial
California
$152K +$769 +22 +0.5%
SPIA
109
Steward Partners Investment Advisory
New York
$132K +$74K +2,117 +127%
GEA
110
Glen Eagle Advisors
New Jersey
$117K -$24.7K -708 -17%
CWA
111
Clearview Wealth Advisors
Oregon
$103K -$32.9K -942 -24%
MWM
112
Mascoma Wealth Management
New Hampshire
$89.7K +$176 +5 +0.2%
AF
113
Allworth Financial
California
$84.2K +$11.3K +322 +15%
JGCM
114
Joseph Group Capital Management
Ohio
$78.1K – – –
SSC
115
Syverson Strege & Co
Iowa
$71.6K +$909 +26 +1%
RG
116
Retirement Group
California
$70K – – –
IWP
117
IAG Wealth Partners
Wisconsin
$66.4K +$66.4K +1,900 New
HIA
118
Harbor Investment Advisory
Maryland
$56.2K -$190K -5,432 -77%
AF
119
Advisornet Financial
Minnesota
$54.2K +$245 +7 +0.5%
AAP
120
Arax Advisory Partners
Colorado
$52.8K -$6.29K -180 -11%
TF
121
TimeScale Financial
Massachusetts
$52K -$3.18K -91 -6%
RCM
122
Rain Capital Management
Oregon
$33.3K +$280 +8 +0.8%
GWM
123
Geneos Wealth Management
Colorado
$31.5K – – –
ASN
124
Advisory Services Network
Georgia
$30.8K +$5.1K +146 +20%
HFS
125
Hantz Financial Services
Michigan
$30K -$198K -5,670 -87%
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5
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