AOK icon

iShares Core Conservative Allocation ETF

163 hedge funds and large institutions have $326M invested in iShares Core Conservative Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 43 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+12
Holders Change %
+7.95%
% of All Funds
2.63%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
41
Increased
43
Reduced
65
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AT
51
Arden Trust
Delaware
$952K +$952K +28,331 New
CA
52
Cetera Advisors
Colorado
$952K -$88.5K -2,632 -9%
HI
53
Harbour Investments
Wisconsin
$937K -$288K -8,572 -24%
CIAS
54
Capital Investment Advisory Services
North Carolina
$868K -$739 -22 -0.1%
TA
55
Tiedemann Advisors
New York
$863K +$863K +25,674 New
AssetMark Inc
56
AssetMark Inc
California
$856K -$260K -7,739 -23%
KFP
57
KMG Fiduciary Partners
Ohio
$812K +$812K +24,172 New
CAN
58
Cetera Advisor Networks
California
$808K +$808K +24,040 New
UBS Group
59
UBS Group
Switzerland
$727K -$243K -7,220 -25%
Goldman Sachs
60
Goldman Sachs
New York
$718K -$93K -2,768 -11%
ACP
61
Aveo Capital Partners
Colorado
$685K -$2.02K -60 -0.3%
MWA
62
Mills Wealth Advisors
Texas
$669K +$669K +19,912 New
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$657K -$31.6K -941 -5%
CWM
64
Chicago Wealth Management
Illinois
$641K +$641K +19,068 New
JCM
65
Janney Capital Management
Pennsylvania
$577K +$577K +17,175 New
HIP
66
Harrell Investment Partners
Texas
$550K -$180K -5,366 -25%
MWM
67
Modera Wealth Management
New Jersey
$548K
RWM
68
Reston Wealth Management
Virginia
$544K -$129K -3,844 -19%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$524K +$152K +4,529 +41%
FPAS
70
Focus Partners Advisor Solutions
Missouri
$484K -$685K -20,393 -59%
WA
71
Waverly Advisors
Alabama
$468K -$102K -3,048 -18%
FHA
72
Flagship Harbor Advisors
Massachusetts
$465K +$68.4K +2,035 +17%
IF
73
Integrity Financial
Wyoming
$459K -$19.8K -590 -4%
SOS
74
Silver Oak Securities
Tennessee
$446K -$1.23M -36,526 -73%
NAS
75
Nicolet Advisory Services
Wisconsin
$433K -$45.6K -1,316 -10%