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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

163 hedge funds and large institutions have $257M invested in iShares Core Conservative Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
57
Reduced
49
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.2M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$18.5M
3
FA
Forefront Analytics
Pennsylvania
$13M
4
Wells Fargo
Wells Fargo
California
$9.25M
5
Morgan Stanley
Morgan Stanley
New York
$11.6M

Top Sellers

1
ECA
Elevation Capital Advisory
Oregon
$0
2
GM
GeoWealth Management
Illinois
$2.86M
3
OMC
Old Mission Capital
Illinois
$0
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
GS
GTS Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VAG
101
VisionPoint Advisory Group
Texas
$241K +$241K +6,463 New
DWM
102
Dakota Wealth Management
Florida
$239K -$14.2K -380 -6%
PFS
103
Prospera Financial Services
Texas
$232K – – –
IF
104
Integrity Financial
Wyoming
$230K -$18.8K -504 -8%
MAWA
105
Moss Adams Wealth Advisors
Washington
$227K +$1.04K +28 +0.5%
BFS
106
BridgePort Financial Solutions
Iowa
$215K +$215K +5,667 New
DWM
107
Diversify Wealth Management
Utah
$215K -$554 -15 -0.3%
IA
108
IFP Advisors
Florida
$202K +$2.76K +74 +1%
CTC
109
Central Trust Company
Missouri
$157K +$35K +937 +29%
SPIA
110
Steward Partners Investment Advisory
New York
$143K – – –
AF
111
Allworth Financial
California
$132K -$1.62K -43 -1%
CF
112
Centaurus Financial
California
$129K -$15K -404 -10%
BHWM
113
Bay Harbor Wealth Management
Maryland
$117K +$895 +24 +0.8%
CAM
114
Costello Asset Management
Pennsylvania
$102K -$11.2K -300 -10%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$86.5K +$1.23K +33 +1%
JGCM
116
Joseph Group Capital Management
Ohio
$83.3K – – –
CFGS
117
Concourse Financial Group Securities
Alabama
$82.4K -$48.7K -1,293 -37%
WSFS
118
Wilmington Savings Fund Society
Delaware
$77.4K +$77.4K +2,076 New
AFG
119
Albion Financial Group
Utah
$71.7K +$71.7K +1,923 New
GEA
120
Glen Eagle Advisors
New Jersey
$70.2K -$2.57K -69 -4%
MCM
121
MAI Capital Management
Ohio
$67.4K +$67.4K +1,806 New
VHAM
122
Van Hulzen Asset Management
California
$67K +$67K +1,797 New
NA
123
NewEdge Advisors
Louisiana
$67K – – –
AAP
124
Arax Advisory Partners
Colorado
$61.7K -$4.37K -117 -7%
EWA
125
EverSource Wealth Advisors
Alabama
$58.7K +$58.7K +1,575 New
3 4
5
6 7