AOK icon

iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

60 hedge funds and large institutions have $90.7M invested in iShares Core Conservative Allocation ETF in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-3
Holders Change %
-4.76%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
4
Increased
24
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$9.09M
2
PAG
Private Advisor Group
New Jersey
$6.3M
3
DWM
Darwin Wealth Management
Florida
$5.59M
4
NPC
National Planning Corporation
California
$995K
5
Morgan Stanley
Morgan Stanley
New York
$4.15M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$5.51M
2
Wells Fargo
Wells Fargo
California
$7.42M
3
Stifel Financial
Stifel Financial
Missouri
$0
4
Ameriprise
Ameriprise
Minnesota
$1.78M
5
SBL
Sargent Bickham Lagudis
Colorado
$3.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$9.16M +$568K +17,039 +7%
BlackRock
2
BlackRock
New York
$9.09M +$9.09M +272,769 New
Wells Fargo
3
Wells Fargo
California
$7.42M -$12.1M -362,838 -62%
PAG
4
Private Advisor Group
New Jersey
$6.3M +$1.76M +52,844 +39%
DWM
5
Darwin Wealth Management
Florida
$5.59M +$1.1M +33,136 +25%
Bank of America
6
Bank of America
North Carolina
$5.51M -$28.8M -864,898 -84%
BFG
7
Barber Financial Group
Kansas
$5.5M +$117K +3,518 +2%
MAS
8
Madden Advisory Services
Florida
$5.41M -$168K -5,052 -3%
Morgan Stanley
9
Morgan Stanley
New York
$4.15M +$890K +26,696 +27%
LYV
10
Live Your Vision
Pennsylvania
$4M +$557K +16,704 +16%
SBL
11
Sargent Bickham Lagudis
Colorado
$3.83M -$280K -8,402 -7%
MFS
12
Madrona Financial Services
Washington
$2M +$608K +18,240 +44%
BCM
13
Brookstone Capital Management
Illinois
$1.83M +$16.7K +501 +0.9%
Ameriprise
14
Ameriprise
Minnesota
$1.78M -$283K -8,491 -14%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.6M +$215K +6,460 +16%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.34M -$190K -5,692 -12%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.21M +$19.9K +597 +2%
SCM
18
Stonehearth Capital Management
Massachusetts
$1.07M +$49.6K +1,487 +5%
MHS
19
M Holdings Securities
Oregon
$1.04M +$15.4K +461 +1%
NPC
20
National Planning Corporation
California
$995K +$995K +29,933 New
UBS Group
21
UBS Group
Switzerland
$910K -$134K -4,013 -13%
AAS
22
Annex Advisory Services
Wisconsin
$714K +$18K +539 +3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$679K +$339K +10,169 +100%
SPC
24
Sigma Planning Corp
Michigan
$656K +$55.2K +1,655 +9%
WDL
25
Well Done LLC
Michigan
$602K – – –
1
2 3