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iShares Core Conservative Allocation ETF
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Overview Fund Activity

151 hedge funds and large institutions have $406M invested in iShares Core Conservative Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-14
Holders Change %
-8.48%
% of All Funds
2.61%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
17
Increased
43
Reduced
73
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$17.5M
2
FA
2
Financial Advisors
Massachusetts
$4.37M
3
Jane Street
3
Jane Street
New York
$4.93M
4
Bank of America
4
Bank of America
North Carolina
$7.56M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.13M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.5M
3
SWM
3
Spire Wealth Management
Virginia
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$582K
5
CFP
5
Curran Financial Partners
South Carolina
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.2M -$8.51M -260,846 -79%
LAM
27
LFS Asset Management
California
$2.11M -$9.95K -305 -0.5%
Truist Financial
28
Truist Financial
North Carolina
$2.09M +$1.23M +37,568 +143%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$1.91M +$609K +18,657 +47%
JWCA
30
J.W. Cole Advisors
Florida
$1.77M -$106K -3,260 -6%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$1.73M +$1.38M +42,296 +393%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.72M -$1.19M -36,600 -41%
SOS
33
Silver Oak Securities
Tennessee
$1.69M +$1.21M +35,714 +254%
TLFA
34
True Link Financial Advisors
California
$1.53M -$4.89K -150 -0.3%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$1.48M -$181K -5,544 -11%
HI
36
Harbour Investments
Wisconsin
$1.26M – – –
RFN
37
RDA Financial Network
Iowa
$1.25M -$75K -2,300 -6%
YWS
38
Yarger Wealth Strategies
Ohio
$1.15M -$64.6K -1,981 -5%
AssetMark Inc
39
AssetMark Inc
California
$1.15M +$7.76K +225 +0.7%
FPAS
40
Focus Partners Advisor Solutions
Missouri
$1.14M +$475K +14,569 +72%
KAS
41
Kestra Advisory Services
Texas
$1.12M +$7.89K +242 +0.7%
DWM
42
Darwin Wealth Management
Florida
$1.1M -$234K -7,206 -18%
AAS
43
Annex Advisory Services
Wisconsin
$1.09M +$66.7K +2,044 +6%
MHS
44
M Holdings Securities
Oregon
$1.09M -$32.5K -995 -3%
RIL
45
Rothschild Investment LLC
Illinois
$1.08M – – –
AFP
46
Ausdal Financial Partners
Iowa
$1.05M -$586K -17,964 -36%
CA
47
Cetera Advisors
Colorado
$1.01M -$133K -4,083 -12%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$982K -$231K -7,086 -19%
FFN
49
Focus Financial Network
Minnesota
$956K -$116K -3,545 -11%
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$947K +$12.7K +390 +1%
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