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iShares Core Conservative Allocation ETF
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Overview Fund Activity

151 hedge funds and large institutions have $202M invested in iShares Core Conservative Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+3
Holders Change %
+2.03%
% of All Funds
2.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
17
Increased
42
Reduced
64
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$7.55M
2
CFP
Curran Financial Partners
South Carolina
+$3.83M
3
LCWP
Legacy Capital Wealth Partners
Arkansas
+$1.37M
4
SOS
Silver Oak Securities
Tennessee
+$1.26M
5
Morgan Stanley
Morgan Stanley
New York
+$914K

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$7.5M
2
Jane Street
Jane Street
New York
-$5.85M
3
WAM
WNY Asset Management
New York
-$2.18M
4
Lido Advisors
Lido Advisors
California
-$1.47M
5
LPL Financial
LPL Financial
California
-$1.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
26
Ausdal Financial Partners
Iowa
$1.61M +$2.79K +82 +0.2%
TLFA
27
True Link Financial Advisors
California
$1.59M – – –
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.54M +$398K +11,717 +35%
LCWP
29
Legacy Capital Wealth Partners
Arkansas
$1.37M +$1.37M +40,359 New
UBS Group
30
UBS Group
Switzerland
$1.35M +$148K +4,345 +12%
AWS
31
Atria Wealth Solutions
New York
$1.23M -$383K -11,270 -24%
CAM
32
Congress Asset Management
Massachusetts
$1.22M +$701K +20,648 +136%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.21M -$81.8K -2,409 -6%
RIL
34
Rothschild Investment LLC
Illinois
$1.12M – – –
CA
35
Cetera Advisors
Colorado
$1.11M +$60.7K +1,787 +6%
RFN
36
RDA Financial Network
Iowa
$1.1M +$11.9K +350 +1%
RJA
37
Raymond James & Associates
Florida
$1.01M +$713K +20,981 +243%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$942K +$478K +14,089 +103%
Renaissance Technologies
39
Renaissance Technologies
New York
$937K +$146K +4,300 +18%
Corient Private Wealth
40
Corient Private Wealth
Florida
$936K -$1.83K -54 -0.2%
CIAS
41
Capital Investment Advisory Services
North Carolina
$873K -$1.46K -43 -0.2%
TA
42
Tiedemann Advisors
New York
$825K – – –
HI
43
Harbour Investments
Wisconsin
$806K -$71.7K -2,112 -8%
WAM
44
WNY Asset Management
New York
$800K -$2.18M -64,192 -73%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$794K -$25.2K -742 -3%
ACP
46
Aveo Capital Partners
Colorado
$783K -$4.59K -135 -0.6%
AssetMark Inc
47
AssetMark Inc
California
$769K +$9.95K +293 +1%
DWM
48
Darwin Wealth Management
Florida
$764K -$64.9K -1,911 -8%
CFA
49
Camarda Financial Advisors
Florida
$662K -$23.7K -698 -3%
PAG
50
Private Advisor Group
New Jersey
$636K -$18.3K -540 -3%
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