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iShares Core Conservative Allocation ETF

150 hedge funds and large institutions have $181M invested in iShares Core Conservative Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+2
Holders Change %
+1.35%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
20
Increased
57
Reduced
51
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.45M +$106K +2,708 +8%
CWA
27
Consilium Wealth Advisory
Texas
$1.44M -$460K -11,767 -24%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.43M -$48.2K -1,281 -3%
BWP
29
BlueStem Wealth Partners
Minnesota
$1.42M -$42K -1,076 -3%
Corient Private Wealth
30
Corient Private Wealth
Florida
$1.4M +$3.44K +88 +0.2%
TCMP
31
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.33M +$1.33M +34,017 New
Mariner
32
Mariner
Kansas
$1.3M +$313 +8 +0%
OBWG
33
Onyx Bridge Wealth Group
New York
$1.25M +$43.9K +1,123 +4%
KFP
34
KMG Fiduciary Partners
Ohio
$1.22M +$102K +2,608 +9%
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$1.21M -$1.56K -40 -0.1%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.19M +$472K +12,078 +66%
RSF
37
Rik Saylor Financial
Ohio
$1.19M -$18.8K -482 -2%
HI
38
Harbour Investments
Wisconsin
$1.19M +$97.6K +2,499 +9%
UBS Group
39
UBS Group
Switzerland
$1.1M -$30.2K -773 -3%
BCM
40
Brookstone Capital Management
Illinois
$1.07M -$35.4K -907 -3%
Stifel Financial
41
Stifel Financial
Missouri
$977K +$11.3K +288 +1%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$919K +$631K +16,160 +220%
WA
43
Waverly Advisors
Alabama
$871K +$37.8K +968 +5%
OCM
44
One Capital Management
California
$856K -$112K -2,861 -12%
RFN
45
RDA Financial Network
Iowa
$784K -$18.5K -474 -2%
AWS
46
Atria Wealth Solutions
New York
$725K -$427K -10,927 -37%
MML Investors Services
47
MML Investors Services
Massachusetts
$719K +$397K +10,169 +124%
CFA
48
Camarda Financial Advisors
Florida
$708K +$52.6K +1,346 +8%
Goldman Sachs
49
Goldman Sachs
New York
$690K -$559K -14,298 -45%
AssetMark Inc
50
AssetMark Inc
California
$686K -$30K -767 -4%