AOK icon

iShares Core Conservative Allocation ETF

153 hedge funds and large institutions have $293M invested in iShares Core Conservative Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+6
Holders Change %
+4.08%
% of All Funds
2.69%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
22
Increased
59
Reduced
52
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
51
Reston Wealth Management
Virginia
$989K -$1.49M -37,785 -60%
CHA
52
Cooper/Haims Advisors
New York
$963K +$963K +24,389 New
WSTAM
53
Wilbanks Smith & Thomas Asset Management
Virginia
$958K +$98.1K +2,482 +11%
TWP
54
Tempus Wealth Planning
California
$926K +$640K +16,193 +224%
WA
55
Waverly Advisors
Alabama
$862K +$19.9K +496 +2%
Legacy Financial Group (Iowa)
56
Legacy Financial Group (Iowa)
Iowa
$860K -$20.7K -523 -2%
ACP
57
Aveo Capital Partners
Colorado
$803K -$253K -6,400 -24%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$798K -$59.4K -1,503 -7%
Citadel Advisors
59
Citadel Advisors
Florida
$797K +$211K +5,352 +36%
UBS Group
60
UBS Group
Switzerland
$788K +$70.6K +1,787 +10%
EA
61
Efficient Advisors
Ohio
$741K +$12.6K +319 +2%
FAAM
62
First Ascent Asset Management
Colorado
$715K +$715K +18,091 New
PA
63
PFG Advisors
Arizona
$709K +$709K +17,942 New
AIC
64
Ameritas Investment Company
Nebraska
$703K +$458K +11,586 +187%
Stifel Financial
65
Stifel Financial
Missouri
$664K +$33.6K +850 +5%
WDL
66
Well Done LLC
Michigan
$657K
FPCP
67
Fort Point Capital Partners
California
$642K -$533K -13,494 -45%
MWM
68
Modera Wealth Management
New Jersey
$638K +$638K +16,163 New
MML Investors Services
69
MML Investors Services
Massachusetts
$610K +$79.2K +2,005 +15%
CIA
70
Compass Ion Advisors
Pennsylvania
$600K +$600K +15,179 New
CFD
71
Creative Financial Designs
Indiana
$588K -$99.5K -2,520 -14%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$568K +$44.7K +1,131 +9%
NAS
73
Nicolet Advisory Services
Wisconsin
$567K -$3.12K -79 -0.5%
BAM
74
Belpointe Asset Management
Nevada
$549K +$7.71K +195 +1%
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$514K -$11K -279 -2%