AOK icon

iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

148 hedge funds and large institutions have $247M invested in iShares Core Conservative Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 61 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-15
Holders Change %
-9.2%
% of All Funds
2.37%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
21
Increased
45
Reduced
61
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
$12.8M
2
Jane Street
Jane Street
New York
$11.4M
3
MP
Mangrove Partners
Connecticut
$9.45M
4
TC
Trilogy Capital
California
$3.6M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$8.61M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$454K
2
Wells Fargo
Wells Fargo
California
$3.83M
3
Bank of America
Bank of America
North Carolina
$9.98M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$624K
5
CAM
Congress Asset Management
Massachusetts
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNWAG
176
High Net Worth Advisory Group
Florida
– -$33.6K -1,000 Closed
CWC
177
Carolinas Wealth Consulting
North Carolina
– -$31.2K -929 Closed
GIA
178
Goodwin Investment Advisory
Georgia
– -$5.65K -168 Closed
DWP
179
Destiny Wealth Partners
Florida
– -$3.09K -92 Closed
AWM
180
Accurate Wealth Management
Florida
– -$1.03K -30 Closed
4 5 6 7
8