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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

155 hedge funds and large institutions have $190M invested in iShares Core Conservative Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 61 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
18
Increased
44
Reduced
61
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAG
SageView Advisory Group
California
$3.57M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$8.33M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$2M
4
CST
Charles Schwab Trust
Nevada
$1.07M
5
E3F
Eight 31 Financial
Texas
$927K

Top Sellers

1
RJA
Raymond James & Associates
Florida
$408K
2
Wells Fargo
Wells Fargo
California
$6.19M
3
WA
Win Advisors
Florida
$0
4
Morgan Stanley
Morgan Stanley
New York
$6.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$458K
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
101
Western Wealth Management
Colorado
$208K – – –
IA
102
IFP Advisors
Florida
$202K +$1.99K +54 +1%
Comerica Bank
103
Comerica Bank
Texas
$157K -$1.33M -36,100 -89%
CF
104
Centaurus Financial
California
$155K -$23.8K -647 -13%
CAM
105
Costello Asset Management
Pennsylvania
$154K -$30K -815 -16%
ACA
106
Aptus Capital Advisors
Alabama
$151K +$10.3K +280 +7%
CFGS
107
Concourse Financial Group Securities
Alabama
$148K – – –
SPIA
108
Steward Partners Investment Advisory
New York
$141K -$1.4K -38 -1%
BHWM
109
Bay Harbor Wealth Management
Maryland
$122K +$1.4K +38 +1%
JPMorgan Chase & Co
110
JPMorgan Chase & Co
New York
$120K +$6.33K +172 +6%
AF
111
Allworth Financial
California
$96.3K -$5.23K -142 -5%
TWC
112
TD Waterhouse Canada
Ontario, Canada
$89.6K +$89.6K +1,639 New
CTC
113
Central Trust Company
Missouri
$86.9K – – –
JGCM
114
Joseph Group Capital Management
Ohio
$82.2K – – –
VF
115
VitalStone Financial
Texas
$76K +$2.56K +70 +3%
AAP
116
Arax Advisory Partners
Colorado
$74.3K -$1.66K -45 -2%
RG
117
Retirement Group
California
$73.7K – – –
GEA
118
Glen Eagle Advisors
New Jersey
$71.6K -$55.1K -1,496 -43%
AF
119
Advisornet Financial
Minnesota
$66.7K -$3.02K -82 -4%
UCB
120
United Community Bank
South Carolina
$52.5K +$52.5K +1,425 New
RIA
121
Realta Investment Advisors
Delaware
$44K +$44K +1,194 New
CPG
122
Cornerstone Planning Group
New Jersey
$41.1K +$7.46K +206 +22%
GWM
123
Geneos Wealth Management
Colorado
$33.3K – – –
CA
124
CoreCap Advisors
Michigan
$31.5K +$31.5K +856 New
EWM
125
EPG Wealth Management
Georgia
$31.2K +$31.2K +846 New
3 4
5
6 7