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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

110 hedge funds and large institutions have $179M invested in iShares Core Conservative Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-10
Holders Change %
-8.33%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
37
Reduced
42
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$7.8M
2
PAA
Peregrine Asset Advisers
Oregon
+$4.07M
3
TC
Trilogy Capital
California
+$3.52M
4
Bank of America
Bank of America
North Carolina
+$1.84M
5
UBS Group
UBS Group
Switzerland
+$1.76M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
-$9.28M
2
AWM
AE Wealth Management
Kansas
-$8.91M
3
SCA
Stuart Chaussee & Associates
California
-$8.55M
4
RCIM
Red Cedar Investment Management
Michigan
-$3.1M
5
BSAM
Blue Sky Asset Management
Colorado
-$2.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
1
Darwin Wealth Management
Florida
$16.7M +$755K +22,393 +5%
BlackRock
2
BlackRock
New York
$14.7M +$1.16M +34,260 +9%
PAG
3
Private Advisor Group
New Jersey
$12.5M +$7.8M +230,877 +166%
WCG
4
Weaver Consulting Group
California
$12.3M +$677K +20,046 +6%
LPL Financial
5
LPL Financial
California
$11.3M -$319K -9,434 -3%
SBL
6
Sargent Bickham Lagudis
Colorado
$7.39M +$446K +13,192 +6%
Osaic Holdings
7
Osaic Holdings
Arizona
$6.82M +$6.82M +201,790 New
CF
8
Centaurus Financial
California
$6.2M +$467K +13,824 +8%
Morgan Stanley
9
Morgan Stanley
New York
$5.15M -$200K -5,915 -4%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$5.07M +$129K +3,807 +3%
Bank of America
11
Bank of America
North Carolina
$5.06M +$1.84M +54,558 +57%
BFG
12
Barber Financial Group
Kansas
$4.13M -$290K -8,592 -7%
PAA
13
Peregrine Asset Advisers
Oregon
$4.07M +$4.07M +120,435 New
TC
14
Trilogy Capital
California
$3.72M +$3.52M +100,549 +1,763%
GWM
15
Geneos Wealth Management
Colorado
$3.56M +$96.8K +2,874 +3%
Wells Fargo
16
Wells Fargo
California
$3.3M -$116K -3,441 -3%
AFP
17
Ausdal Financial Partners
Iowa
$2.87M +$1.47M +42,246 +105%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.5M -$437K -12,945 -15%
Ameriprise
19
Ameriprise
Minnesota
$2.48M +$1.35M +40,016 +120%
ASN
20
Advisory Services Network
Georgia
$2.48M -$35.1K -1,038 -1%
BCM
21
Brookstone Capital Management
Illinois
$2.46M -$2.53M -75,014 -51%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.4M -$15.7K -464 -0.6%
UBS Group
23
UBS Group
Switzerland
$2.31M +$1.76M +52,149 +322%
AWM
24
AE Wealth Management
Kansas
$2.07M -$8.91M -263,720 -81%
Jane Street
25
Jane Street
New York
$2.02M +$744K +22,016 +58%
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