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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

154 hedge funds and large institutions have $163M invested in iShares Core Conservative Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-5
Holders Change %
-3.14%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
53
Reduced
57
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
GeoWealth Management
Illinois
+$6.91M
2
ECA
Elevation Capital Advisory
Oregon
+$5.68M
3
OMC
Old Mission Capital
Illinois
+$1.56M
4
LPL Financial
LPL Financial
California
+$1.51M
5
GS
GTS Securities
New York
+$920K

Top Sellers

1
ACA
Atlas Capital Advisors
Wyoming
-$19.1M
2
Goldman Sachs
Goldman Sachs
New York
-$2.62M
3
Jane Street
Jane Street
New York
-$1.44M
4
WAM
WNY Asset Management
New York
-$1.42M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$34.9K – – –
EWM
127
EPG Wealth Management
Georgia
$33.2K +$33.2K +858 New
CA
128
CoreCap Advisors
Michigan
$33.1K +$33.1K +856 New
DAM
129
Delta Asset Management
Tennessee
$23.2K – – –
VWM
130
Venturi Wealth Management
Texas
$22.8K – – –
NS
131
NBC Securities
Alabama
$22K – – –
AIC
132
Archer Investment Corporation
Indiana
$21.4K – – –
T
133
Tidemark
California
$21.3K – – –
MIM
134
Macroview Investment Management
Maryland
$18.5K +$155 +4 +0.8%
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
$15.9K -$5.99K -155 -27%
HIA
136
Harbor Investment Advisory
Maryland
$13.1K +$309 +8 +2%
SS
137
Sunbelt Securities
Texas
$11.5K +$618 +16 +6%
FWM
138
FSA Wealth Management
Massachusetts
$11.1K +$11.1K +288 New
SWA
139
SOA Wealth Advisors
New York
$10.4K – – –
Fidelity Investments
140
Fidelity Investments
Massachusetts
$10.3K +$10.2K +264 +13,200%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$10.1K +$10.1K +260 New
RWM
142
Reston Wealth Management
Virginia
$8.87K -$367K -9,470 -98%
MWM
143
Mascoma Wealth Management
New Hampshire
$7.46K -$6.77K -175 -48%
NL
144
NVWM LLC
Pennsylvania
$7.04K +$1.93K +50 +38%
FP
145
Financial Perspectives
Minnesota
$5.99K – – –
HWM
146
Horizons Wealth Management
North Carolina
$5.72K – – –
SWM
147
Sugarloaf Wealth Management
Georgia
$4.32K +$39 +1 +0.9%
Jones Financial Companies
148
Jones Financial Companies
Missouri
$3.91K +$39 +1 +1%
JIP
149
Jaffetilchin Investment Partners
Florida
$2.37K +$2.37K +61 New
PA
150
Pineridge Advisors
Missouri
$2.18K – – –
3 4 5
6
7