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iShares Core Conservative Allocation ETF
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Overview Fund Activity

171 hedge funds and large institutions have $401M invested in iShares Core Conservative Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+18
Holders Change %
+11.76%
% of All Funds
2.64%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
41
Increased
53
Reduced
57
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
Trilogy Capital
California
+$34.6M
2
Wells Fargo
Wells Fargo
California
+$13.5M
3
FM
Forward Management
California
+$10.8M
4
Morgan Stanley
Morgan Stanley
New York
+$8.13M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.93M

Top Sellers

1
UWM
USAdvisors Wealth Management
Minnesota
-$5.92M
2
OMC
Old Mission Capital
Illinois
-$2.22M
3
FFN
Focus Financial Network
Minnesota
-$1.55M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.21M
5
BFG
Barber Financial Group
Kansas
-$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
51
Sowell Financial Services
Arkansas
$1.3M -$92.3K -2,306 -7%
Stifel Financial
52
Stifel Financial
Missouri
$1.17M +$494K +12,337 +73%
CWA
53
Clearview Wealth Advisors
Oregon
$1.14M -$124K -3,094 -10%
SPC
54
Sigma Planning Corp
Michigan
$1.12M -$314K -7,848 -22%
PAG
55
Private Advisor Group
New Jersey
$1.12M -$27.5K -688 -2%
National Bank of Canada
56
National Bank of Canada
Quebec, Canada
$1.05M +$1.05M +26,382 New
CIAS
57
Capital Investment Advisory Services
North Carolina
$1.04M +$8.88K +222 +0.9%
TWP
58
Tempus Wealth Planning
California
$1.04M +$100K +2,507 +11%
CHA
59
Cooper/Haims Advisors
New York
$976K – – –
WSTAM
60
Wilbanks Smith & Thomas Asset Management
Virginia
$970K – – –
RWM
61
Reston Wealth Management
Virginia
$880K -$121K -3,031 -12%
UWM
62
USAdvisors Wealth Management
Minnesota
$873K -$5.92M -148,000 -87%
Renaissance Technologies
63
Renaissance Technologies
New York
$856K +$856K +21,400 New
WA
64
Waverly Advisors
Alabama
$836K +$9.71K +253 +1%
ACP
65
Aveo Capital Partners
Colorado
$831K +$18K +450 +2%
FWA
66
FSC Wealth Advisors
New York
$813K +$813K +20,321 New
AWM
67
Axxcess Wealth Management
California
$805K +$805K +20,109 New
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$795K +$283K +7,075 +55%
EA
69
Efficient Advisors
Ohio
$790K +$39.5K +987 +5%
UBS Group
70
UBS Group
Switzerland
$787K -$11K -275 -1%
PA
71
PFG Advisors
Arizona
$766K +$48.3K +1,207 +7%
FPCP
72
Fort Point Capital Partners
California
$701K +$50.3K +1,258 +8%
OC
73
Oppenheimer & Co
New York
$670K +$670K +16,739 New
CFD
74
Creative Financial Designs
Indiana
$665K +$69.1K +1,728 +12%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$656K +$656K +16,408 New
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