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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 %
RJFSA
101
Raymond James Financial Services Advisors
Florida
$217K -$169K -4,365 -44%
NWMG
102
National Wealth Management Group
Ohio
$213K -$34.3K -888 -14%
IA
103
IFP Advisors
Florida
$207K -$2.36K -61 -1%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$203K +$203K +5,242 New
CF
105
Centaurus Financial
California
$150K -$79.2K -2,042 -35%
SPIA
106
Steward Partners Investment Advisory
New York
$148K – – –
ACA
107
Aptus Capital Advisors
Alabama
$148K +$2.13K +55 +1%
AF
108
Allworth Financial
California
$137K -$8.62K -223 -6%
CFGS
109
Concourse Financial Group Securities
Alabama
$134K – – –
CTC
110
Central Trust Company
Missouri
$126K +$18.1K +469 +17%
BHWM
111
Bay Harbor Wealth Management
Maryland
$121K -$7.46K -193 -6%
CAM
112
Costello Asset Management
Pennsylvania
$117K -$3.09K -80 -3%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$88.3K +$696 +18 +0.8%
JGCM
114
Joseph Group Capital Management
Ohio
$86.3K – – –
GEA
115
Glen Eagle Advisors
New Jersey
$75.4K +$580 +15 +0.8%
NA
116
NewEdge Advisors
Louisiana
$69.4K – – –
AAP
117
Arax Advisory Partners
Colorado
$68.5K +$464 +12 +0.7%
AF
118
Advisornet Financial
Minnesota
$65.4K – – –
JPMorgan Chase & Co
119
JPMorgan Chase & Co
New York
$64.2K -$10.3K -266 -14%
AWM
120
Avior Wealth Management
Nebraska
$59.9K +$1.08K +28 +2%
Comerica Bank
121
Comerica Bank
Texas
$58.9K -$62.3K -1,612 -51%
UCB
122
United Community Bank
South Carolina
$55.1K – – –
CPG
123
Cornerstone Planning Group
New Jersey
$45.8K +$1.25K +33 +3%
VF
124
VitalStone Financial
Texas
$45.4K -$193 -5 -0.4%
FFA
125
Farther Finance Advisors
California
$37.6K +$37.5K +971 +97,100%
3 4
5
6 7