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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 %
SJIA
151
St. James Investment Advisors
New York
$29K +$29K +727 New
JFA
152
JNBA Financial Advisors
Minnesota
$15K – – –
GWMIA
153
Global Wealth Management Investment Advisory
Florida
$13K – – –
RPCONE
154
Retirement Planning Company of New England
Rhode Island
$13K +$13K +346 New
Koshinski Asset Management
155
Koshinski Asset Management
Illinois
$11.4K +$11.4K +285 New
AF
156
Affiance Financial
Minnesota
$11K – – –
LPP
157
Life Planning Partners
Florida
$11K +$11K +277 New
SWA
158
SOA Wealth Advisors
New York
$10K – – –
MIM
159
Macroview Investment Management
Maryland
$8K – – –
SWM
160
Sugarloaf Wealth Management
Georgia
$5K +$44 +1 +0.9%
SWM
161
Selective Wealth Management
Virginia
$4K +$4K +106 New
CAM
162
Costello Asset Management
Pennsylvania
$3K – – –
LPWM
163
Lake Point Wealth Management
Texas
$2K – – –
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +43 New
Fidelity Investments
165
Fidelity Investments
Massachusetts
$2K +$1.92K +50 +2,500%
GIA
166
Goodwin Investment Advisory
Georgia
$1K -$5.14K -108 -84%
DWP
167
Destiny Wealth Partners
Florida
$1K -$222 -6 -18%
NC
168
NewSquare Capital
Pennsylvania
$1K – – –
OSAM
169
O'Shaughnessy Asset Management
Connecticut
$1K – – –
OMC
170
Old Mission Capital
Illinois
– -$2.22M -56,295 Closed
FFN
171
Focus Financial Network
Minnesota
– -$1.55M -39,139 Closed
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
– -$1.21M -30,529 Closed
BFG
173
Barber Financial Group
Kansas
– -$1.14M -28,927 Closed
FAAM
174
First Ascent Asset Management
Colorado
– -$715K -18,091 Closed
CAG
175
Compass Advisory Group
New York
– -$498K -12,611 Closed
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