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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

63 hedge funds and large institutions have $124M invested in iShares Core Conservative Allocation ETF in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
25
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$33.5M
2
Wells Fargo
Wells Fargo
California
$19M
3
SBL
Sargent Bickham Lagudis
Colorado
$4.01M
4
PAG
Private Advisor Group
New Jersey
$4.47M
5
BIT
BlackRock Institutional Trust
California
$8.54M

Top Sellers

1
CA
Cetera Advisors
Colorado
$217K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$222K
3
Morgan Stanley
Morgan Stanley
New York
$3.18M
4
DWM
Darwin Wealth Management
Florida
$4.38M
5
RCG
Ruggie Capital Group
Florida
$60K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$33.5M +$15.5M +477,263 +86%
Wells Fargo
2
Wells Fargo
California
$19M +$12.2M +374,807 +178%
BIT
3
BlackRock Institutional Trust
California
$8.54M +$811K +24,945 +10%
LPL Financial
4
LPL Financial
California
$8.39M +$548K +16,831 +7%
MAS
5
Madden Advisory Services
Florida
$5.44M +$157K +4,840 +3%
BFG
6
Barber Financial Group
Kansas
$5.25M +$5.25M +161,509 New
PAG
7
Private Advisor Group
New Jersey
$4.47M +$3.2M +97,620 +252%
DWM
8
Darwin Wealth Management
Florida
$4.38M -$658K -20,223 -13%
SBL
9
Sargent Bickham Lagudis
Colorado
$4.01M +$3.86M +118,650 +2,593%
LYV
10
Live Your Vision
Pennsylvania
$3.36M +$400K +12,300 +13%
Morgan Stanley
11
Morgan Stanley
New York
$3.18M -$1.05M -32,308 -25%
Ameriprise
12
Ameriprise
Minnesota
$2.01M +$13.7K +422 +0.7%
BCM
13
Brookstone Capital Management
Illinois
$1.77M +$515K +15,844 +41%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.49M +$34.2K +1,051 +2%
MFS
15
Madrona Financial Services
Washington
$1.36M -$220K -6,768 -14%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.35M -$315K -9,689 -19%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.17M -$20.9K -643 -2%
UBS Group
18
UBS Group
Switzerland
$1.02M -$167K -5,141 -14%
MHS
19
M Holdings Securities
Oregon
$1M -$3.25K -100 -0.3%
SCM
20
Stonehearth Capital Management
Massachusetts
$991K -$72.9K -2,242 -7%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$764K +$44.2K +1,360 +6%
MFS
22
MSI Financial Services
Massachusetts
$706K -$33.2K -1,020 -4%
PFS
23
Prospera Financial Services
Texas
$689K +$134K +4,100 +24%
AAS
24
Annex Advisory Services
Wisconsin
$679K +$162K +4,984 +31%
WDL
25
Well Done LLC
Michigan
$587K -$50.1K -1,541 -8%
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