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iShares Core Conservative Allocation ETF

158 hedge funds and large institutions have $271M invested in iShares Core Conservative Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+7
Holders Change %
+4.64%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
25
Increased
52
Reduced
57
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$778K +$510K +14,114 +191%
DWM
52
Darwin Wealth Management
Florida
$761K -$52.2K -1,443 -6%
PAG
53
Private Advisor Group
New Jersey
$687K +$9.4K +260 +1%
CFA
54
Camarda Financial Advisors
Florida
$670K -$34.9K -966 -5%
WC
55
Waterloo Capital
Texas
$665K +$366K +10,127 +122%
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$641K -$27.3K -754 -4%
FHA
57
Flagship Harbor Advisors
Massachusetts
$614K +$28.2K +780 +5%
MWM
58
Modera Wealth Management
New Jersey
$605K +$6.87K +190 +1%
RW
59
REDW Wealth
New Mexico
$602K +$602K +16,665 New
VFG
60
Valley Financial Group
Pennsylvania
$589K +$589K +16,282 New
WFL
61
Wealth Forward LLC
North Dakota
$586K +$586K +16,213 New
ACP
62
Aveo Capital Partners
Colorado
$569K -$264K -7,293 -32%
WA
63
Waverly Advisors
Alabama
$545K -$103K -2,836 -16%
KAS
64
Kestra Advisory Services
Texas
$527K -$49.6K -1,373 -9%
FPFS
65
First Personal Financial Services
North Carolina
$477K +$2.21K +61 +0.5%
G
66
Gainplan
Michigan
$475K +$6.33K +175 +1%
MWA
67
Mills Wealth Advisors
Texas
$454K -$4.23K -117 -0.9%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$444K +$48.7K +1,348 +12%
PGF
69
Plan Group Financial
Oklahoma
$436K -$34.4K -951 -7%
SWM
70
Spire Wealth Management
Virginia
$427K -$135K -3,758 -24%
BAM
71
Belpointe Asset Management
Nevada
$409K -$49.7K -1,374 -11%
MML Investors Services
72
MML Investors Services
Massachusetts
$388K -$6.36K -176 -2%
FPAS
73
Focus Partners Advisor Solutions
Missouri
$386K -$161K -4,459 -29%
FWP
74
Family Wealth Partners
North Carolina
$386K +$386K +10,689 New
TPWA
75
TRUE Private Wealth Advisors
Oregon
$386K