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iShares Core Conservative Allocation ETF
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Overview Fund Activity

165 hedge funds and large institutions have $434M invested in iShares Core Conservative Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 72 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
–
Holders Change %
0%
% of All Funds
2.79%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
25
Increased
38
Reduced
72
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Trilogy Capital
California
$161M
2
ACA
2
Atlas Capital Advisors
Wyoming
$17.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$11.3M
4
CFP
4
Curran Financial Partners
South Carolina
$17.7M
5
RJA
5
Raymond James & Associates
Florida
$5.81M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$3.25M
2
FM
2
Forward Management
California
$7.29M
3
LPL Financial
3
LPL Financial
California
$26.7M
4
HWM
4
HB Wealth Management
Georgia
$0
5
SOS
5
Silver Oak Securities
Tennessee
$494K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
26
Spire Wealth Management
Virginia
$2.47M +$585K +16,921 +31%
AWS
27
Atria Wealth Solutions
New York
$2.45M +$1.54M +44,458 +168%
LAM
28
LFS Asset Management
California
$2.25M +$2.25M +64,986 New
JWCA
29
J.W. Cole Advisors
Florida
$1.99M -$409K -11,839 -17%
Citadel Advisors
30
Citadel Advisors
Florida
$1.78M +$1.78M +51,538 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1.76M +$86.4K +2,500 +5%
AFP
32
Ausdal Financial Partners
Iowa
$1.74M -$6.57K -190 -0.4%
CF
33
Centaurus Financial
California
$1.63M -$625K -18,087 -28%
TLFA
34
True Link Financial Advisors
California
$1.62M – – –
DWM
35
Darwin Wealth Management
Florida
$1.46M -$161K -4,535 -10%
RFN
36
RDA Financial Network
Iowa
$1.41M -$224K -6,465 -14%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$1.38M +$793K +22,936 +136%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$1.29M -$64.7K -1,870 -5%
YWS
39
Yarger Wealth Strategies
Ohio
$1.28M +$4.11K +119 +0.3%
HI
40
Harbour Investments
Wisconsin
$1.26M +$1.26M +36,454 New
CA
41
Cetera Advisors
Colorado
$1.21M +$97K +2,807 +9%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$1.21M +$1.21M +35,034 New
CCWA
43
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.19M +$1.19M +34,447 New
Jane Street
44
Jane Street
New York
$1.19M -$547K -15,834 -32%
MHS
45
M Holdings Securities
Oregon
$1.19M -$14.4K -416 -1%
KAS
46
Kestra Advisory Services
Texas
$1.18M -$40.7K -1,178 -3%
RIL
47
Rothschild Investment LLC
Illinois
$1.14M – – –
AssetMark Inc
48
AssetMark Inc
California
$1.14M +$7.37K +213 +0.6%
FFN
49
Focus Financial Network
Minnesota
$1.14M -$41.1K -1,189 -3%
OC
50
Oppenheimer & Co
New York
$1.13M +$1.13M +32,732 New
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