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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

153 hedge funds and large institutions have $293M invested in iShares Core Conservative Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+6
Holders Change %
+4.08%
% of All Funds
2.69%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
22
Increased
59
Reduced
52
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FM
Forward Management
California
$5.99M
2
SBL
Sargent Bickham Lagudis
Colorado
$18.1M
3
AWM
AE Wealth Management
Kansas
$6.82M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$9.34M
5
LPL Financial
LPL Financial
California
$31.4M

Top Sellers

1
JWCA
J.W. Cole Advisors
Florida
$0
2
ASN
Advisory Services Network
Georgia
$1.75M
3
AWA
ARQ Wealth Advisors
Arizona
$0
4
RWM
Reston Wealth Management
Virginia
$989K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
126
Qube Research & Technologies (QRT)
United Kingdom
$64K +$64K +1,616 New
AAP
127
Arax Advisory Partners
Colorado
$61K +$9.67K +243 +19%
GEA
128
Glen Eagle Advisors
New Jersey
$58.9K +$237 +6 +0.4%
HIA
129
Harbor Investment Advisory
Maryland
$57K +$1.23K +31 +2%
AF
130
Advisornet Financial
Minnesota
$54K -$394 -10 -0.7%
BIA
131
Bell Investment Advisors
California
$52K +$52K +1,312 New
NFG
132
Next Financial Group
Texas
$38K +$158 +4 +0.4%
APA
133
American Portfolios Advisors
New York
$35K – – –
DAM
134
Delta Asset Management
Tennessee
$29K – – –
AWA
135
Arkadios Wealth Advisors
Georgia
$28K +$2.16K +55 +8%
JFA
136
JNBA Financial Advisors
Minnesota
$15K -$1.36K -34 -8%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$15K – – –
GWMIA
138
Global Wealth Management Investment Advisory
Florida
$12K – – –
AF
139
Affiance Financial
Minnesota
$11K – – –
SWA
140
SOA Wealth Advisors
New York
$10K – – –
MIM
141
Macroview Investment Management
Maryland
$8K – – –
APWA
142
Atlas Private Wealth Advisors
New Jersey
$7K – – –
GIA
143
Goodwin Investment Advisory
Georgia
$6K -$5.12K -110 -46%
IF
144
Ironwood Financial
Arizona
$6K – – –
SWM
145
Sugarloaf Wealth Management
Georgia
$4K – – –
CAM
146
Costello Asset Management
Pennsylvania
$3K – – –
LPWM
147
Lake Point Wealth Management
Texas
$2K – – –
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +40 New
NC
149
NewSquare Capital
Pennsylvania
$1K – – –
LAS
150
Lloyd Advisory Services
Georgia
$1K +$647 +11 +183%
3 4 5
6
7