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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

171 hedge funds and large institutions have $401M invested in iShares Core Conservative Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+18
Holders Change %
+11.76%
% of All Funds
2.64%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
41
Increased
53
Reduced
57
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
Trilogy Capital
California
+$34.6M
2
Wells Fargo
Wells Fargo
California
+$13.5M
3
FM
Forward Management
California
+$10.8M
4
Morgan Stanley
Morgan Stanley
New York
+$8.13M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.93M

Top Sellers

1
UWM
USAdvisors Wealth Management
Minnesota
-$5.92M
2
OMC
Old Mission Capital
Illinois
-$2.22M
3
FFN
Focus Financial Network
Minnesota
-$1.55M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.21M
5
BFG
Barber Financial Group
Kansas
-$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
126
Sandy Cove Advisors
Massachusetts
$160K +$160K +4,000 New
CA
127
CoreCap Advisors
Michigan
$143K +$143K +3,567 New
Qube Research & Technologies (QRT)
128
Qube Research & Technologies (QRT)
United Kingdom
$116K +$51.3K +1,282 +79%
BFEC
129
Benjamin F. Edwards & Company
Missouri
$109K -$54.3K -1,357 -33%
TFGT
130
TS Financial Group (TSFG)
Illinois
$104K – – –
PCFFS
131
Pacific Center for Financial Services
California
$103K – – –
AF
132
Allworth Financial
California
$101K -$1.97K -49 -2%
MCC
133
Money Concepts Capital
Florida
$100K +$100K +2,491 New
GEA
134
Glen Eagle Advisors
New Jersey
$88.8K +$29.2K +729 +49%
SSC
135
Syverson Strege & Co
Iowa
$84K -$20.3K -510 -19%
RG
136
Retirement Group
California
$80K – – –
MWM
137
Mascoma Wealth Management
New Hampshire
$80K +$80K +2,000 New
AAP
138
Arax Advisory Partners
Colorado
$77K +$15.5K +385 +25%
TF
139
TimeScale Financial
Massachusetts
$72K +$558 +14 +0.8%
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$72K +$70.4K +1,775 +4,438%
AWA
141
Aquire Wealth Advisors
Utah
$72K +$72K +1,801 New
CA
142
Cornerstone Advisory
Maryland
$66K +$66K +1,660 New
HIA
143
Harbor Investment Advisory
Maryland
$57K -$968 -24 -2%
BIA
144
Bell Investment Advisors
California
$53K +$361 +9 +0.7%
AF
145
Advisornet Financial
Minnesota
$52K -$2.67K -67 -5%
HNWAG
146
High Net Worth Advisory Group
Florida
$40K +$40K +1,000 New
NFG
147
Next Financial Group
Texas
$39K +$282 +7 +0.7%
AIP
148
Ahrens Investment Partners
Louisiana
$38K +$38K +960 New
APA
149
American Portfolios Advisors
New York
$32.3K -$3.2K -80 -9%
DAM
150
Delta Asset Management
Tennessee
$29K – – –
4 5
6
7 8