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iShares Core Conservative Allocation ETF

159 hedge funds and large institutions have $170M invested in iShares Core Conservative Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+4
Holders Change %
+2.58%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
22
Increased
42
Reduced
65
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Jane Street
26
Jane Street
New York
$1.44M +$443K +11,985 +44%
Citadel Advisors
27
Citadel Advisors
Florida
$1.43M +$265K +7,163 +23%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.42M -$2.5M -67,591 -64%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.4M +$945K +25,589 +206%
CWA
30
Consilium Wealth Advisory
Texas
$1.33M -$436K -11,808 -25%
AWM
31
AE Wealth Management
Kansas
$1.31M -$154K -4,164 -10%
Corient Private Wealth
32
Corient Private Wealth
Florida
$1.31M +$2.84K +77 +0.2%
JWCA
33
J.W. Cole Advisors
Florida
$1.26M -$52K -1,407 -4%
RIL
34
Rothschild Investment LLC
Illinois
$1.09M
SL
35
Sentinus LLC
Illinois
$1.05M -$23.2K -629 -2%
AWS
36
Atria Wealth Solutions
New York
$1.02M -$154K -4,177 -13%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$973K -$249K -6,738 -20%
E3F
38
Eight 31 Financial
Texas
$964K +$34.2K +926 +4%
WA
39
Waverly Advisors
Alabama
$926K +$276K +7,465 +42%
RFN
40
RDA Financial Network
Iowa
$926K -$48.2K -1,304 -5%
CIAS
41
Capital Investment Advisory Services
North Carolina
$923K -$10.1K -274 -1%
HI
42
Harbour Investments
Wisconsin
$910K -$97.4K -2,639 -10%
UBS Group
43
UBS Group
Switzerland
$832K -$559K -15,145 -40%
OBWG
44
Onyx Bridge Wealth Group
New York
$790K +$790K +21,406 New
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$751K -$7.67M -208,466 -91%
PAG
46
Private Advisor Group
New Jersey
$685K -$9.34K -253 -1%
LWM
47
Lakeridge Wealth Management
Ohio
$668K +$668K +18,099 New
CFA
48
Camarda Financial Advisors
Florida
$658K -$6.76K -183 -1%
RW
49
REDW Wealth
New Mexico
$615K
RJA
50
Raymond James & Associates
Florida
$611K +$202K +5,466 +49%