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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

94 hedge funds and large institutions have $171M invested in iShares Core Conservative Allocation ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
2.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
9
Increased
41
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
Centaurus Financial
California
$5.77M
2
VFP
Verus Financial Partners
Virginia
$5.24M
3
PFS
Prospera Financial Services
Texas
$1.66M
4
AWM
AE Wealth Management
Kansas
$1.83M
5
AG
Advisor Group
Arizona
$3.94M

Top Sellers

1
MAS
Madden Advisory Services
Florida
$5.77M
2
Wolverine Trading
Wolverine Trading
Illinois
$0
3
CGL
Clarius Group LLC
Washington
$541K
4
AIC
Ameritas Investment Company
Nebraska
$0
5
Wells Fargo
Wells Fargo
California
$4.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
1
Darwin Wealth Management
Florida
$15.6M +$789K +22,294 +5%
BlackRock
2
BlackRock
New York
$13.1M +$609K +17,197 +5%
WCG
3
Weaver Consulting Group
California
$12.2M +$19.6K +554 +0.2%
LPL Financial
4
LPL Financial
California
$10.5M -$42.6K -1,205 -0.4%
SCA
5
Stuart Chaussee & Associates
California
$9.11M -$641K -18,111 -7%
SBL
6
Sargent Bickham Lagudis
Colorado
$5.85M +$636K +17,963 +12%
CF
7
Centaurus Financial
California
$5.77M +$5.57M +157,410 +2,792%
MAS
8
Madden Advisory Services
Florida
$5.77M -$1.14M -32,316 -17%
VFP
9
Verus Financial Partners
Virginia
$5.24M +$2.86M +14,744 +121%
BCM
10
Brookstone Capital Management
Illinois
$5.2M -$74.5K -2,106 -1%
BFG
11
Barber Financial Group
Kansas
$5.17M -$151K -4,272 -3%
PAG
12
Private Advisor Group
New Jersey
$4.69M +$462K +13,054 +11%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.35M +$880K +24,868 +25%
Wells Fargo
14
Wells Fargo
California
$4.13M -$838K -23,671 -17%
Morgan Stanley
15
Morgan Stanley
New York
$4.04M -$33.6K -949 -0.8%
AG
16
Advisor Group
Arizona
$3.94M +$1.17M +33,129 +42%
RCIM
17
Red Cedar Investment Management
Michigan
$3.79M – – –
GWM
18
Geneos Wealth Management
Colorado
$3.52M +$66.8K +1,889 +2%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$3.31M -$246K -6,961 -7%
Bank of America
20
Bank of America
North Carolina
$3.08M -$66.2K -1,872 -2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.36M -$377K -10,645 -14%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.26M +$112K +3,159 +5%
MHS
23
M Holdings Securities
Oregon
$2.11M +$163K +4,601 +8%
RWM
24
Reston Wealth Management
Virginia
$1.97M +$98.6K +2,786 +5%
AWM
25
AE Wealth Management
Kansas
$1.83M +$1.29M +36,436 +240%
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