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iShares Core Conservative Allocation ETF

148 hedge funds and large institutions have $219M invested in iShares Core Conservative Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
Holders Change %
0%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
17
Increased
37
Reduced
71
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFP
26
Ausdal Financial Partners
Iowa
$1.67M -$20.2K -574 -1%
TLFA
27
True Link Financial Advisors
California
$1.65M
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.46M -$206K -5,855 -12%
Goldman Sachs
29
Goldman Sachs
New York
$1.37M -$91.6K -2,599 -6%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.34M -$121K -3,423 -8%
UBS Group
31
UBS Group
Switzerland
$1.25M +$9.34K +265 +0.8%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.18M +$22.2K +631 +2%
RIL
33
Rothschild Investment LLC
Illinois
$1.17M
RFN
34
RDA Financial Network
Iowa
$1.13M -$96.8K -2,748 -8%
CA
35
Cetera Advisors
Colorado
$1.09M +$70.9K +2,012 +7%
Corient Private Wealth
36
Corient Private Wealth
Florida
$973K +$2.29K +65 +0.2%
KAS
37
Kestra Advisory Services
Texas
$949K -$163K -4,633 -15%
HI
38
Harbour Investments
Wisconsin
$911K -$266K -7,556 -23%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$909K -$81.8K -2,320 -8%
CIAS
40
Capital Investment Advisory Services
North Carolina
$908K -$493 -14 -0.1%
SWM
41
Spire Wealth Management
Virginia
$864K
TA
42
Tiedemann Advisors
New York
$856K -$48.5K -1,375 -5%
DWM
43
Darwin Wealth Management
Florida
$852K -$110K -3,155 -11%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$850K -$380K -10,787 -31%
Renaissance Technologies
45
Renaissance Technologies
New York
$821K -$366K -10,400 -31%
ACP
46
Aveo Capital Partners
Colorado
$817K -$13.1K -373 -2%
AssetMark Inc
47
AssetMark Inc
California
$787K -$118K -3,337 -13%
RL
48
Retireful LLC
Michigan
$751K -$28.2K -799 -4%
CFA
49
Camarda Financial Advisors
Florida
$711K +$711K +20,185 New
WA
50
Waverly Advisors
Alabama
$687K -$2.75K -78 -0.4%