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iShares Core Conservative Allocation ETF
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Overview Fund Activity

151 hedge funds and large institutions have $406M invested in iShares Core Conservative Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-14
Holders Change %
-8.48%
% of All Funds
2.61%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
17
Increased
43
Reduced
73
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$17.5M
2
FA
2
Financial Advisors
Massachusetts
$4.37M
3
Jane Street
3
Jane Street
New York
$4.93M
4
Bank of America
4
Bank of America
North Carolina
$7.56M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.13M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.5M
3
SWM
3
Spire Wealth Management
Virginia
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$582K
5
CFP
5
Curran Financial Partners
South Carolina
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$941K -$112K -3,441 -11%
CIAS
52
Capital Investment Advisory Services
North Carolina
$844K – – –
PAA
53
Peregrine Asset Advisers
Oregon
$815K -$36.3K -1,112 -4%
PAG
54
Private Advisor Group
New Jersey
$806K -$65.2K -1,998 -7%
Goldman Sachs
55
Goldman Sachs
New York
$787K +$787K +24,126 New
CF
56
Centaurus Financial
California
$753K -$785K -24,065 -51%
HIP
57
Harrell Investment Partners
Texas
$709K -$224K -6,874 -24%
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$669K +$20.3K +623 +3%
ACP
59
Aveo Capital Partners
Colorado
$667K -$3.91K -120 -0.6%
SPIA
60
Steward Partners Investment Advisory
New York
$663K +$609K +18,655 +1,122%
RWM
61
Reston Wealth Management
Virginia
$654K -$946 -29 -0.1%
Stifel Financial
62
Stifel Financial
Missouri
$582K -$2.11M -64,731 -78%
WA
63
Waverly Advisors
Alabama
$553K -$12.4K -380 -2%
MWM
64
Modera Wealth Management
New Jersey
$531K +$4.24K +130 +0.8%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$480K -$662K -20,311 -58%
IF
66
Integrity Financial
Wyoming
$465K +$4.14K +127 +0.9%
NAS
67
Nicolet Advisory Services
Wisconsin
$448K -$2.6K -80 -0.6%
PA
68
PFG Advisors
Arizona
$431K +$431K +13,223 New
RFA
69
RTD Financial Advisors
Pennsylvania
$423K +$1.04K +32 +0.2%
BAM
70
Belpointe Asset Management
Nevada
$417K -$4.89K -150 -1%
G
71
Gainplan
Michigan
$417K – – –
FPFS
72
First Personal Financial Services
North Carolina
$411K +$5.39K +165 +1%
Legacy Financial Group (Iowa)
73
Legacy Financial Group (Iowa)
Iowa
$407K -$251K -7,702 -38%
IA
74
IFP Advisors
Florida
$394K -$21.8K -626 -5%
FHA
75
Flagship Harbor Advisors
Massachusetts
$385K +$49K +1,503 +15%
1 2
3
4 5