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iShares Core Conservative Allocation ETF
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Overview Fund Activity

163 hedge funds and large institutions have $326M invested in iShares Core Conservative Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 43 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+12
Holders Change %
+7.95%
% of All Funds
2.63%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
41
Increased
43
Reduced
65
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
$21.1M
2
Bank of America
Bank of America
North Carolina
$20.3M
3
WAM
WNY Asset Management
New York
$12M
4
CAM
Congress Asset Management
Massachusetts
$11.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.24M

Top Sellers

1
TC
Trilogy Capital
California
$358K
2
CFP
Curran Financial Partners
South Carolina
$7.85M
3
Jane Street
Jane Street
New York
$0
4
FA
Financial Advisors
Massachusetts
$239K
5
SOS
Silver Oak Securities
Tennessee
$446K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
26
Archvest Wealth Advisors
California
$3.41M +$533K +15,862 +19%
ACG
27
Allen Capital Group
Nebraska
$3.41M +$3.41M +101,390 New
BCM
28
Brookstone Capital Management
Illinois
$3.06M -$428K -12,460 -12%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$2.66M +$874K +26,019 +49%
Ameriprise
30
Ameriprise
Minnesota
$2.63M +$34.6K +1,030 +1%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$2.29M +$769K +22,873 +51%
VAS
32
Vestmark Advisory Solutions
Massachusetts
$2.08M +$2.08M +62,035 New
Corient Private Wealth
33
Corient Private Wealth
Florida
$1.94M +$1.94M +57,733 New
AWS
34
Atria Wealth Solutions
New York
$1.87M -$407K -12,121 -18%
RJT
35
Raymond James Trust
Florida
$1.73M +$1.73M +51,366 New
JWCA
36
J.W. Cole Advisors
Florida
$1.66M -$167K -4,972 -9%
AFP
37
Ausdal Financial Partners
Iowa
$1.64M +$554K +16,482 +51%
TLFA
38
True Link Financial Advisors
California
$1.57M – – –
KAS
39
Kestra Advisory Services
Texas
$1.52M +$361K +10,730 +31%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.49M -$776K -23,085 -34%
Truist Financial
41
Truist Financial
North Carolina
$1.48M -$668K -19,865 -31%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$1.32M -$648K -19,275 -33%
AAS
43
Annex Advisory Services
Wisconsin
$1.16M +$38.5K +1,144 +3%
RFN
44
RDA Financial Network
Iowa
$1.16M -$133K -3,950 -10%
Renaissance Technologies
45
Renaissance Technologies
New York
$1.14M +$1.14M +33,800 New
RIL
46
Rothschild Investment LLC
Illinois
$1.11M – – –
MHS
47
M Holdings Securities
Oregon
$1.08M -$38.3K -1,139 -3%
DWM
48
Darwin Wealth Management
Florida
$1.06M -$128K -3,663 -11%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$992K -$19.4K -577 -2%
Franklin Resources
50
Franklin Resources
California
$952K +$952K +28,331 New
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