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iShares Core Conservative Allocation ETF

159 hedge funds and large institutions have $170M invested in iShares Core Conservative Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+4
Holders Change %
+2.58%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
22
Increased
42
Reduced
65
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
51
Modera Wealth Management
New Jersey
$605K -$18.5K -501 -3%
WFL
52
Wealth Forward LLC
North Dakota
$605K +$2.03K +55 +0.3%
SOS
53
Silver Oak Securities
Tennessee
$598K +$181K +4,892 +43%
FDCDDQ
54
Federation des caisses Desjardins du Quebec
Quebec, Canada
$593K -$61.7K -1,672 -9%
AssetMark Inc
55
AssetMark Inc
California
$579K -$258 -7 -0%
ACP
56
Aveo Capital Partners
Colorado
$574K -$7.98K -216 -1%
VFG
57
Valley Financial Group
Pennsylvania
$571K -$14.3K -386 -2%
PCG
58
Prosperity Consulting Group
Maryland
$555K +$127K +3,433 +30%
KAS
59
Kestra Advisory Services
Texas
$492K -$1.55K -42 -0.3%
FPFS
60
First Personal Financial Services
North Carolina
$479K -$15.2K -411 -3%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$476K +$135K +3,647 +40%
GM
62
GeoWealth Management
Illinois
$470K -$5.1M -138,067 -92%
Mariner
63
Mariner
Kansas
$456K +$456K +12,354 New
PGF
64
Plan Group Financial
Oklahoma
$449K +$27K +730 +6%
Stifel Financial
65
Stifel Financial
Missouri
$427K +$117K +3,175 +38%
JFG
66
JDM Financial Group
Texas
$425K +$89.9K +2,434 +27%
TPWA
67
TRUE Private Wealth Advisors
Oregon
$420K
MWA
68
Mills Wealth Advisors
Texas
$403K -$42.5K -1,152 -10%
EH
69
Equitable Holdings
New York
$374K +$82.3K +2,228 +28%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$368K -$595K -16,107 -62%
MFA
71
Millington Financial Advisors
Illinois
$364K -$22.3K -603 -6%
SWM
72
Spire Wealth Management
Virginia
$361K -$39.5K -1,070 -10%
RWM
73
Reston Wealth Management
Virginia
$358K +$8.72K +236 +2%
WC
74
Waterloo Capital
Texas
$352K -$98.1K -2,656 -22%
CPIG
75
Chicago Partners Investment Group
Illinois
$352K -$11.7K -314 -3%