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iShares Core Conservative Allocation ETF

147 hedge funds and large institutions have $277M invested in iShares Core Conservative Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+17
Holders Change %
+13.08%
% of All Funds
2.61%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
30
Increased
59
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SS
51
Simplicity Solutions
Minnesota
$972K +$179K +4,617 +23%
Jane Street
52
Jane Street
New York
$907K +$641K +16,537 +241%
WSTAM
53
Wilbanks Smith & Thomas Asset Management
Virginia
$843K
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$819K +$439K +11,331 +115%
Citigroup
55
Citigroup
New York
$769K +$48.9K +1,260 +7%
MML Investors Services
56
MML Investors Services
Massachusetts
$743K -$404K -10,423 -35%
Legacy Financial Group (Iowa)
57
Legacy Financial Group (Iowa)
Iowa
$734K +$734K +18,947 New
UBS Group
58
UBS Group
Switzerland
$724K -$61.7K -1,592 -8%
WA
59
Waverly Advisors
Alabama
$704K -$27K -689 -4%
Charles Schwab
60
Charles Schwab
California
$696K +$696K +17,969 New
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$680K -$49.8K -1,285 -7%
WDL
62
Well Done LLC
Michigan
$645K
FPCP
63
Fort Point Capital Partners
California
$643K -$143K -3,697 -18%
CWA
64
Clearview Wealth Advisors
Oregon
$594K +$594K +15,322 New
Stifel Financial
65
Stifel Financial
Missouri
$591K -$35.4K -915 -6%
CPIG
66
Chicago Partners Investment Group
Illinois
$557K +$210K +5,377 +60%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$541K -$1.85M -47,792 -77%
NAS
68
Nicolet Advisory Services
Wisconsin
$524K +$122K +3,152 +30%
AWM
69
Alterna Wealth Management
Texas
$478K
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$473K -$98.2K -2,535 -17%
CFD
71
Creative Financial Designs
Indiana
$425K +$2.56K +66 +0.6%
RJA
72
Raymond James & Associates
Florida
$412K +$122K +3,156 +42%
FPFS
73
First Personal Financial Services
North Carolina
$409K +$23.6K +610 +6%
VFP
74
Verus Financial Partners
Virginia
$404K +$404K +10,421 New
BHWM
75
Bay Harbor Wealth Management
Maryland
$398K -$92.5K -2,385 -19%