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iShares Core Conservative Allocation ETF
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Overview Fund Activity

155 hedge funds and large institutions have $190M invested in iShares Core Conservative Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 61 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
18
Increased
44
Reduced
61
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAG
SageView Advisory Group
California
$3.57M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$8.33M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$2M
4
CST
Charles Schwab Trust
Nevada
$1.07M
5
E3F
Eight 31 Financial
Texas
$927K

Top Sellers

1
RJA
Raymond James & Associates
Florida
$408K
2
Wells Fargo
Wells Fargo
California
$6.19M
3
WA
Win Advisors
Florida
$0
4
Morgan Stanley
Morgan Stanley
New York
$6.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$458K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$1.46M -$3.35M -91,022 -70%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.39M -$1.33M -36,146 -49%
UBS Group
28
UBS Group
Switzerland
$1.39M -$55.7K -1,512 -4%
JWCA
29
J.W. Cole Advisors
Florida
$1.31M -$30.9K -840 -2%
Corient Private Wealth
30
Corient Private Wealth
Florida
$1.31M -$142K -3,844 -10%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.22M +$58.1K +1,578 +5%
CA
32
Cetera Advisors
Colorado
$1.19M +$35.8K +971 +3%
AWS
33
Atria Wealth Solutions
New York
$1.17M -$15.1K -410 -1%
Citadel Advisors
34
Citadel Advisors
Florida
$1.16M +$126K +3,418 +12%
RIL
35
Rothschild Investment LLC
Illinois
$1.09M – – –
SL
36
Sentinus LLC
Illinois
$1.07M +$1.07M +29,108 New
CST
37
Charles Schwab Trust
Nevada
$1.07M +$1.07M +28,959 New
HI
38
Harbour Investments
Wisconsin
$1M +$122K +3,320 +14%
Jane Street
39
Jane Street
New York
$995K -$416K -11,299 -29%
RFN
40
RDA Financial Network
Iowa
$971K -$35.9K -975 -4%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$960K -$1.79M -48,530 -65%
CIAS
42
Capital Investment Advisory Services
North Carolina
$930K – – –
E3F
43
Eight 31 Financial
Texas
$927K +$927K +25,180 New
FHA
44
Flagship Harbor Advisors
Massachusetts
$809K +$184K +4,994 +29%
DWM
45
Darwin Wealth Management
Florida
$708K -$66.7K -1,811 -9%
PAG
46
Private Advisor Group
New Jersey
$692K -$7.66K -208 -1%
CFA
47
Camarda Financial Advisors
Florida
$663K -$18.8K -510 -3%
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$653K – – –
WA
49
Waverly Advisors
Alabama
$649K +$93.8K +2,547 +17%
MWM
50
Modera Wealth Management
New Jersey
$622K +$6.33K +172 +1%
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