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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

147 hedge funds and large institutions have $277M invested in iShares Core Conservative Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+17
Holders Change %
+13.08%
% of All Funds
2.61%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
30
Increased
59
Reduced
43
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
FormulaFolio Investments
Michigan
+$12.2M
2
Bank of America
Bank of America
North Carolina
+$10.1M
3
LPL Financial
LPL Financial
California
+$7.91M
4
MFS
Madrona Financial Services
Washington
+$5.52M
5
CCFM
Clear Creek Financial Management
Washington
+$3.44M

Top Sellers

1
WAS
Wealth Advisory Solutions
Indiana
-$2.3M
2
DWM
Darwin Wealth Management
Florida
-$2.24M
3
BCM
Brookstone Capital Management
Illinois
-$1.87M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.85M
5
BFG
Barber Financial Group
Kansas
-$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
126
Ironwood Financial
Arizona
$22K -$3.9K -101 -15%
CAGAS
127
Capital Advisory Group Advisory Services
Minnesota
$21K -$987 -25 -4%
LAS
128
Lloyd Advisory Services
Georgia
$18K +$157 +4 +0.9%
JFA
129
JNBA Financial Advisors
Minnesota
$16K +$5.29K +134 +49%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$15K – – –
SFS
131
Sowell Financial Services
Arkansas
$14K +$115 +3 +0.8%
KCM
132
Kathmere Capital Management
Pennsylvania
$13K +$38 +1 +0.3%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$13K +$13K +334 New
FCM
134
Firestone Capital Management
Florida
$13K +$13K +337 New
AF
135
Affiance Financial
Minnesota
$11K – – –
GIA
136
Goodwin Investment Advisory
Georgia
$11K +$11K +271 New
SWA
137
SOA Wealth Advisors
New York
$10K +$10K +270 New
APA
138
American Portfolios Advisors
New York
$9.38K -$38.8K -1,000 -81%
PGAM
139
Princeton Global Asset Management
New Jersey
$9K +$9K +245 New
SIAG
140
Safeguard Investment Advisory Group
California
$7K +$7K +181 New
GWMIA
141
Global Wealth Management Investment Advisory
Florida
$7K +$7K +184 New
CAM
142
Costello Asset Management
Pennsylvania
$6K – – –
MIM
143
Macroview Investment Management
Maryland
$4K – – –
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
DWP
145
Destiny Wealth Partners
Florida
$2K +$2K +50 New
NC
146
NewSquare Capital
Pennsylvania
$1K – – –
PWPS
147
Pinnacle Wealth Planning Services
Ohio
$1K +$1K +23 New
WAS
148
Wealth Advisory Solutions
Indiana
– -$2.3M -61,838 Closed
ACP
149
Aveo Capital Partners
Colorado
– -$1.08M -29,075 Closed
22CM
150
20/20 Capital Management
California
– -$869K -23,374 Closed
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