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iShares Core Conservative Allocation ETF

130 hedge funds and large institutions have $211M invested in iShares Core Conservative Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+13
Holders Change %
+11.11%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
21
Increased
54
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$700K -$629K -16,931 -47%
Citigroup
52
Citigroup
New York
$690K +$375K +10,100 +119%
WA
53
Waverly Advisors
Alabama
$686K +$184 +5 +0%
WDL
54
Well Done LLC
Michigan
$619K -$11.2K -302 -2%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$604K +$604K +16,250 New
Stifel Financial
56
Stifel Financial
Missouri
$601K -$18.4K -495 -3%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$548K -$117K -3,137 -18%
DAS
58
Dynamic Advisor Solutions
Arizona
$483K +$2.38K +64 +0.5%
BHWM
59
Bay Harbor Wealth Management
Maryland
$470K -$7.24K -195 -2%
AWM
60
Alterna Wealth Management
Texas
$458K -$28.7K -772 -6%
Wolverine Trading
61
Wolverine Trading
Illinois
$430K +$430K +11,560 New
MFS
62
Madrona Financial Services
Washington
$422K +$11.4K +307 +3%
CFD
63
Creative Financial Designs
Indiana
$406K +$106K +2,854 +35%
Citadel Advisors
64
Citadel Advisors
Florida
$404K -$240K -6,464 -37%
NAS
65
Nicolet Advisory Services
Wisconsin
$386K +$11.5K +308 +3%
FPFS
66
First Personal Financial Services
North Carolina
$370K +$94.1K +2,527 +34%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$365K +$365K +9,814 New
OPS
68
Orion Portfolio Solutions
Nebraska
$336K +$61.2K +1,645 +22%
OIA
69
OneDigital Investment Advisors
Kansas
$334K +$594 +16 +0.2%
CPIG
70
Chicago Partners Investment Group
Illinois
$330K +$330K +8,899 New
CFGS
71
Concourse Financial Group Securities
Alabama
$326K +$42.7K +1,149 +15%
RIL
72
Rothschild Investment LLC
Illinois
$316K -$87.4K -2,350 -22%
PFA
73
Professional Financial Advisors
Nebraska
$314K -$11.3K -308 -3%
PAMG
74
Patton Albertson Miller Group
Tennessee
$306K +$7.06K +190 +2%
KA
75
Kovack Advisors
Florida
$294K +$294K +7,904 New