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iShares Core Conservative Allocation ETF

148 hedge funds and large institutions have $219M invested in iShares Core Conservative Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
Holders Change %
0%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
17
Increased
37
Reduced
71
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OMC
51
Old Mission Capital
Illinois
$685K +$685K +19,424 New
PAG
52
Private Advisor Group
New Jersey
$679K -$24.1K -685 -3%
MML Investors Services
53
MML Investors Services
Massachusetts
$675K +$327K +9,277 +94%
SL
54
Sentinus LLC
Illinois
$653K +$80K +2,270 +14%
FPAS
55
Focus Partners Advisor Solutions
Missouri
$607K +$60.5K +1,716 +11%
FHA
56
Flagship Harbor Advisors
Massachusetts
$601K +$8.28K +235 +1%
MWM
57
Modera Wealth Management
New Jersey
$583K
MWA
58
Mills Wealth Advisors
Texas
$556K -$34.1K -968 -6%
CAM
59
Congress Asset Management
Massachusetts
$534K -$1.37M -38,985 -72%
RWM
60
Reston Wealth Management
Virginia
$517K +$7.79K +221 +2%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$481K -$148K -4,203 -24%
FPFS
62
First Personal Financial Services
North Carolina
$480K +$12.9K +366 +3%
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$479K -$161K -4,559 -25%
CPIG
64
Chicago Partners Investment Group
Illinois
$475K +$2.14K +61 +0.5%
G
65
Gainplan
Michigan
$458K -$317 -9 -0.1%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$457K +$18.7K +530 +4%
BAM
67
Belpointe Asset Management
Nevada
$446K -$5.04K -143 -1%
SOS
68
Silver Oak Securities
Tennessee
$444K -$2.5K -71 -0.6%
IA
69
IFP Advisors
Florida
$437K +$144K +4,086 +49%
Legacy Financial Group (Iowa)
70
Legacy Financial Group (Iowa)
Iowa
$406K -$10.7K -305 -3%
AA
71
Advisory Alpha
Michigan
$397K +$397K +11,271 New
AAS
72
Avantax Advisory Services
Texas
$386K -$7.65K -217 -2%
RFA
73
RTD Financial Advisors
Pennsylvania
$381K +$381K +10,822 New
TPWA
74
TRUE Private Wealth Advisors
Oregon
$377K -$136K -3,858 -27%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$375K