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iShares Core Conservative Allocation ETF

147 hedge funds and large institutions have $280M invested in iShares Core Conservative Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+2
Holders Change %
+1.38%
% of All Funds
2.57%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
14
Increased
61
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
51
Barber Financial Group
Kansas
$1.16M -$462K -11,598 -29%
CWA
52
Clearview Wealth Advisors
Oregon
$1.07M +$145K +3,640 +16%
ACP
53
Aveo Capital Partners
Colorado
$1.06M -$47.7K -1,200 -4%
CIAS
54
Capital Investment Advisory Services
North Carolina
$1.04M +$12.3K +308 +1%
Legacy Financial Group (Iowa)
55
Legacy Financial Group (Iowa)
Iowa
$888K +$98.2K +2,467 +12%
WSTAM
56
Wilbanks Smith & Thomas Asset Management
Virginia
$866K
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$864K -$15.1K -378 -2%
WA
58
Waverly Advisors
Alabama
$846K +$13.7K +340 +2%
AIC
59
Ameritas Investment Company
Nebraska
$831K +$104K +779 +14%
EA
60
Efficient Advisors
Ohio
$734K -$81.3K -2,042 -10%
UBS Group
61
UBS Group
Switzerland
$723K -$3.7K -93 -0.5%
Citigroup
62
Citigroup
New York
$720K +$9.67K +243 +1%
CFD
63
Creative Financial Designs
Indiana
$693K -$29.2K -734 -4%
PFS
64
Prospera Financial Services
Texas
$668K -$56.9K -1,430 -8%
WDL
65
Well Done LLC
Michigan
$662K
CW
66
CreativeOne Wealth
Kansas
$656K +$656K +16,493 New
Stifel Financial
67
Stifel Financial
Missouri
$635K +$7.96K +200 +1%
Citadel Advisors
68
Citadel Advisors
Florida
$590K -$1.13M -28,425 -66%
NAS
69
Nicolet Advisory Services
Wisconsin
$574K +$18.7K +470 +3%
VWA
70
Visionary Wealth Advisors
Illinois
$546K +$546K +13,718 New
BAM
71
Belpointe Asset Management
Nevada
$545K +$190K +4,786 +54%
MML Investors Services
72
MML Investors Services
Massachusetts
$535K +$48.9K +1,228 +10%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$530K -$35.8K -899 -6%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$527K -$113K -2,853 -18%
DAS
75
Dynamic Advisor Solutions
Arizona
$520K +$111K +2,789 +27%