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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

147 hedge funds and large institutions have $280M invested in iShares Core Conservative Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+2
Holders Change %
+1.38%
% of All Funds
2.57%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
14
Increased
61
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIP
Harrell Investment Partners
Texas
+$6.2M
2
SBL
Sargent Bickham Lagudis
Colorado
+$4.08M
3
CCFM
Clear Creek Financial Management
Washington
+$3.66M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.84M
5
LPL Financial
LPL Financial
California
+$1.79M

Top Sellers

1
WCG
Weaver Consulting Group
California
-$4.8M
2
BCM
Brookstone Capital Management
Illinois
-$4.25M
3
AI
Atria Investments
North Carolina
-$3.23M
4
CFP
Curran Financial Partners
South Carolina
-$1.56M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
126
Next Financial Group
Texas
$38K +$79 +2 +0.2%
APA
127
American Portfolios Advisors
New York
$35.3K – – –
DAM
128
Delta Asset Management
Tennessee
$29K – – –
Barclays
129
Barclays
United Kingdom
$28K +$28K +705 New
AWA
130
Arkadios Wealth Advisors
Georgia
$26K +$26K +657 New
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$16K – – –
JFA
132
JNBA Financial Advisors
Minnesota
$16K +$78 +2 +0.5%
GWMIA
133
Global Wealth Management Investment Advisory
Florida
$13K – – –
AF
134
Affiance Financial
Minnesota
$11K – – –
GIA
135
Goodwin Investment Advisory
Georgia
$10K -$544 -13 -5%
PGAM
136
Princeton Global Asset Management
New Jersey
$10K – – –
SWA
137
SOA Wealth Advisors
New York
$10K – – –
MIM
138
Macroview Investment Management
Maryland
$8K – – –
APWA
139
Atlas Private Wealth Advisors
New Jersey
$7K – – –
IF
140
Ironwood Financial
Arizona
$6K – – –
SWM
141
Sugarloaf Wealth Management
Georgia
$4K -$40.8K -1,152 -91%
Bessemer Group
142
Bessemer Group
New Jersey
$4K +$4K +100 New
CAM
143
Costello Asset Management
Pennsylvania
$3K -$2.96K -77 -50%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
LPWM
145
Lake Point Wealth Management
Texas
$2K +$2K +52 New
NC
146
NewSquare Capital
Pennsylvania
$1K – – –
Jane Street
147
Jane Street
New York
– -$557K -14,404 Closed
CAG
148
Compass Advisory Group
New York
– -$544K -14,063 Closed
COCM
149
Charter Oak Capital Management
New Hampshire
– -$351K -9,075 Closed
HighTower Advisors
150
HighTower Advisors
Illinois
– -$216K -5,583 Closed
3 4 5
6
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