AOK icon

iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

171 hedge funds and large institutions have $401M invested in iShares Core Conservative Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+18
Holders Change %
+11.76%
% of All Funds
2.64%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
41
Increased
53
Reduced
57
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
Trilogy Capital
California
$37.7M
2
Wells Fargo
Wells Fargo
California
$17.6M
3
FM
Forward Management
California
$16.9M
4
Morgan Stanley
Morgan Stanley
New York
$15.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.74M

Top Sellers

1
UWM
USAdvisors Wealth Management
Minnesota
$873K
2
OMC
Old Mission Capital
Illinois
$0
3
FFN
Focus Financial Network
Minnesota
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
BFG
Barber Financial Group
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
1
Trilogy Capital
California
$37.7M +$34.6M +863,840 +1,108%
LPL Financial
2
LPL Financial
California
$33.6M +$1.79M +44,782 +6%
SBL
3
Sargent Bickham Lagudis
Colorado
$17.7M -$609K -15,225 -3%
Wells Fargo
4
Wells Fargo
California
$17.6M +$13.5M +337,343 +330%
FM
5
Forward Management
California
$16.9M +$10.8M +270,426 +178%
BlackRock
6
BlackRock
New York
$16.8M -$24.7K -617 -0.1%
CFP
7
Curran Financial Partners
South Carolina
$16.3M +$4.57M +114,155 +39%
Morgan Stanley
8
Morgan Stanley
New York
$15.7M +$8.13M +203,074 +107%
AI
9
Atria Investments
North Carolina
$11.1M +$3.52M +87,952 +47%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$10.4M -$69.5K -1,736 -0.7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$9.37M -$97.5K -2,438 -1%
WCG
12
Weaver Consulting Group
California
$8.58M -$478K -11,956 -5%
Osaic Holdings
13
Osaic Holdings
Arizona
$8.34M -$85.3K -2,132 -1%
AWM
14
AE Wealth Management
Kansas
$8.31M +$1.4M +34,873 +20%
GWM
15
Geneos Wealth Management
Colorado
$7.82M +$1.62M +40,557 +26%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$7.74M +$6.93M +173,316 +858%
BCM
17
Brookstone Capital Management
Illinois
$7.38M -$221K -5,596 -3%
Bank of America
18
Bank of America
North Carolina
$6.86M +$1.76M +43,873 +34%
HIP
19
Harrell Investment Partners
Texas
$6.64M -$333K -8,328 -5%
MFS
20
Madrona Financial Services
Washington
$6.59M -$93.9K -2,348 -1%
IAG
21
Investment Advisory Group
Massachusetts
$6.59M +$6.59M +171,680 New
TCMP
22
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.69M +$899K +22,468 +19%
PAA
23
Peregrine Asset Advisers
Oregon
$5.64M -$23.4K -585 -0.4%
CF
24
Centaurus Financial
California
$5.25M +$97.9K +2,446 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$4.59M +$409K +10,211 +10%
1
2 3 4 5