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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

163 hedge funds and large institutions have $257M invested in iShares Core Conservative Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
57
Reduced
49
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.2M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$18.5M
3
FA
Forefront Analytics
Pennsylvania
$13M
4
Wells Fargo
Wells Fargo
California
$9.25M
5
Morgan Stanley
Morgan Stanley
New York
$11.6M

Top Sellers

1
ECA
Elevation Capital Advisory
Oregon
$0
2
GM
GeoWealth Management
Illinois
$2.86M
3
OMC
Old Mission Capital
Illinois
$0
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
GS
GTS Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Avior Wealth Management
Nebraska
$56.9K -$895 -24 -2%
JPMorgan Chase & Co
127
JPMorgan Chase & Co
New York
$54.5K -$7.46K -200 -12%
UCB
128
United Community Bank
South Carolina
$53.2K – – –
CPG
129
Cornerstone Planning Group
New Jersey
$47.4K +$1.85K +49 +4%
FFA
130
Farther Finance Advisors
California
$36.7K +$485 +13 +1%
TAM
131
Tucker Asset Management
Colorado
$35.5K +$35.5K +952 New
GWM
132
Geneos Wealth Management
Colorado
$33.7K – – –
EWM
133
EPG Wealth Management
Georgia
$32.5K +$485 +13 +2%
AF
134
Advisornet Financial
Minnesota
$29.2K -$33.9K -909 -54%
KBFS
135
Kohmann Bosshard Financial Services
Ohio
$28.1K +$28.1K +752 New
RCA
136
Runnymede Capital Advisors
Ohio
$27.3K +$27.3K +732 New
GRP
137
Global Retirement Partners
California
$24.7K +$24.7K +662 New
Jones Financial Companies
138
Jones Financial Companies
Missouri
$24K +$20.2K +541 +536%
ACA
139
Aptus Capital Advisors
Alabama
$22.4K -$120K -3,223 -84%
DAM
140
Delta Asset Management
Tennessee
$22.4K – – –
VWM
141
Venturi Wealth Management
Texas
$22K – – –
Lazard Asset Management
142
Lazard Asset Management
New York
$22K – – –
BA
143
Bellwether Advisors
Nebraska
$21.5K +$21.5K +577 New
AIC
144
Archer Investment Corporation
Indiana
$20.6K – – –
T
145
Tidemark
California
$20.6K – – –
WA
146
WestEnd Advisors
North Carolina
$19.6K +$19.6K +524 New
CA
147
CoreCap Advisors
Michigan
$18.3K -$13.6K -365 -43%
CIAS
148
Capital Investment Advisory Services
North Carolina
$17.6K -$913K -24,485 -98%
CMP
149
Coston McIsaac & Partners
Maine
$16K +$216 +6 +1%
TPCW
150
TD Private Client Wealth
New York
$14.7K +$14.7K +394 New
4 5
6
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