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iShares Core Conservative Allocation ETF

158 hedge funds and large institutions have $271M invested in iShares Core Conservative Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+7
Holders Change %
+4.64%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
25
Increased
52
Reduced
57
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
26
Brookstone Capital Management
Illinois
$3.08M -$142K -3,926 -4%
TC
27
Trilogy Capital
California
$3M -$446K -12,327 -13%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$2.7M +$1.85M +51,217 +219%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$2.67M +$552K +15,273 +26%
SOS
30
Silver Oak Securities
Tennessee
$2.18M +$384K +10,622 +21%
LCWP
31
Legacy Capital Wealth Partners
Arkansas
$2.06M +$604K +16,708 +41%
CWA
32
Consilium Wealth Advisory
Texas
$1.75M -$1.03M -28,579 -37%
AFP
33
Ausdal Financial Partners
Iowa
$1.72M +$1.59K +44 +0.1%
Comerica Bank
34
Comerica Bank
Texas
$1.46M +$1.32M +36,639 +986%
Corient Private Wealth
35
Corient Private Wealth
Florida
$1.42M +$425K +11,743 +43%
UBS Group
36
UBS Group
Switzerland
$1.42M -$19.8K -547 -1%
Truist Financial
37
Truist Financial
North Carolina
$1.39M +$1.39M +38,398 New
Jane Street
38
Jane Street
New York
$1.39M -$3.46M -95,592 -71%
JWCA
39
J.W. Cole Advisors
Florida
$1.31M -$450K -12,461 -26%
AWS
40
Atria Wealth Solutions
New York
$1.17M -$142K -3,932 -11%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$1.14M -$150K -4,135 -12%
CA
42
Cetera Advisors
Colorado
$1.13M -$52.9K -1,462 -4%
RIL
43
Rothschild Investment LLC
Illinois
$1.07M -$125K -3,450 -10%
Citadel Advisors
44
Citadel Advisors
Florida
$1.02M +$1.02M +28,135 New
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$1.01M +$658K +18,199 +189%
RFN
46
RDA Financial Network
Iowa
$989K -$185K -5,130 -16%
Goldman Sachs
47
Goldman Sachs
New York
$946K +$946K +26,178 New
CIAS
48
Capital Investment Advisory Services
North Carolina
$913K -$16.3K -450 -2%
AssetMark Inc
49
AssetMark Inc
California
$895K +$76.2K +2,107 +9%
HI
50
Harbour Investments
Wisconsin
$866K +$8.28K +229 +1%