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iShares Core Conservative Allocation ETF
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Overview Fund Activity

148 hedge funds and large institutions have $247M invested in iShares Core Conservative Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 61 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-15
Holders Change %
-9.2%
% of All Funds
2.37%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
21
Increased
45
Reduced
61
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
$12.8M
2
Jane Street
Jane Street
New York
$11.4M
3
MP
Mangrove Partners
Connecticut
$9.45M
4
TC
Trilogy Capital
California
$3.6M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$8.61M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$454K
2
Wells Fargo
Wells Fargo
California
$3.83M
3
Bank of America
Bank of America
North Carolina
$9.98M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$624K
5
CAM
Congress Asset Management
Massachusetts
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
26
Congress Asset Management
Massachusetts
$1.89M -$9.85M -281,674 -84%
HWM
27
HFG Wealth Management
Texas
$1.88M +$1.88M +53,837 New
AFP
28
Ausdal Financial Partners
Iowa
$1.68M -$26.1K -747 -2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.66M -$6.91M -197,741 -81%
TLFA
30
True Link Financial Advisors
California
$1.64M – – –
Goldman Sachs
31
Goldman Sachs
New York
$1.45M +$702K +20,083 +94%
LCWP
32
Legacy Capital Wealth Partners
Arkansas
$1.28M +$1.28M +36,750 New
UBS Group
33
UBS Group
Switzerland
$1.23M +$472K +13,500 +62%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$1.22M -$1.16M -33,218 -49%
RFN
35
RDA Financial Network
Iowa
$1.22M +$12.9K +369 +1%
Renaissance Technologies
36
Renaissance Technologies
New York
$1.18M -$3.5K -100 -0.3%
HI
37
Harbour Investments
Wisconsin
$1.17M +$193K +5,522 +20%
RIL
38
Rothschild Investment LLC
Illinois
$1.16M – – –
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.15M -$1.61M -46,110 -58%
KAS
40
Kestra Advisory Services
Texas
$1.1M -$474K -13,566 -30%
MHS
41
M Holdings Securities
Oregon
$1.1M -$26.4K -755 -2%
CA
42
Cetera Advisors
Colorado
$1.01M +$20K +571 +2%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$982K +$937K +26,822 +2,063%
Corient Private Wealth
44
Corient Private Wealth
Florida
$963K -$1.06M -30,186 -52%
DWM
45
Darwin Wealth Management
Florida
$962K -$93.8K -2,685 -9%
CIAS
46
Capital Investment Advisory Services
North Carolina
$901K -$2.52K -72 -0.3%
AssetMark Inc
47
AssetMark Inc
California
$898K +$7.13K +204 +0.8%
TA
48
Tiedemann Advisors
New York
$898K – – –
SWM
49
Spire Wealth Management
Virginia
$857K +$539K +15,409 +169%
ACP
50
Aveo Capital Partners
Colorado
$823K +$111K +3,163 +16%
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