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iShares Core Conservative Allocation ETF

163 hedge funds and large institutions have $257M invested in iShares Core Conservative Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
57
Reduced
49
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EH
51
Equitable Holdings
New York
$722K +$165K +4,435 +30%
MWM
52
Modera Wealth Management
New Jersey
$690K +$76.1K +2,041 +12%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$674K -$177K -4,732 -21%
AssetMark Inc
54
AssetMark Inc
California
$674K +$73.9K +1,981 +12%
CFA
55
Camarda Financial Advisors
Florida
$670K +$12.9K +345 +2%
JCM
56
Janney Capital Management
Pennsylvania
$668K +$668K +17,911 New
LWM
57
Lakeridge Wealth Management
Ohio
$648K +$1.72K +46 +0.3%
FFO
58
Fortitude Family Office
Arizona
$622K +$622K +16,665 New
ACP
59
Aveo Capital Partners
Colorado
$614K +$38.6K +1,035 +7%
WFL
60
Wealth Forward LLC
North Dakota
$608K -$6.27K -168 -1%
AFP
61
Ausdal Financial Partners
Iowa
$604K -$520K -13,954 -46%
PAG
62
Private Advisor Group
New Jersey
$597K -$16.8K -450 -3%
PCG
63
Prosperity Consulting Group
Maryland
$595K -$10.9K -291 -2%
HFS
64
Hantz Financial Services
Michigan
$592K +$592K +15,872 New
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$540K +$540K +14,465 New
AWM
66
AE Wealth Management
Kansas
$534K -$19.1K -513 -3%
VFG
67
Valley Financial Group
Pennsylvania
$521K -$42K -1,127 -7%
Mariner
68
Mariner
Kansas
$484K +$23K +616 +5%
TPWA
69
TRUE Private Wealth Advisors
Oregon
$424K
FDCDDQ
70
Federation des caisses Desjardins du Quebec
Quebec, Canada
$410K -$6.57K -176 -2%
WC
71
Waterloo Capital
Texas
$404K -$333K -8,919 -45%
PGF
72
Plan Group Financial
Oklahoma
$390K -$66.4K -1,780 -15%
MFA
73
Millington Financial Advisors
Illinois
$381K
KAS
74
Kestra Advisory Services
Texas
$380K -$68.1K -1,827 -15%
DWM
75
Darwin Wealth Management
Florida
$369K -$289K -7,745 -44%