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iShares Core Conservative Allocation ETF

148 hedge funds and large institutions have $171M invested in iShares Core Conservative Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-15
Holders Change %
-9.2%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
51
Reduced
56
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
51
Camarda Financial Advisors
Florida
$631K -$44.1K -1,172 -7%
MWM
52
Modera Wealth Management
New Jersey
$622K -$73.7K -1,958 -11%
PAG
53
Private Advisor Group
New Jersey
$598K -$5.01K -133 -0.8%
PFS
54
Prospera Financial Services
Texas
$569K +$335K +8,900 +143%
AFP
55
Ausdal Financial Partners
Iowa
$549K -$60.3K -1,603 -10%
LWM
56
Lakeridge Wealth Management
Ohio
$530K -$124K -3,287 -19%
AWM
57
AE Wealth Management
Kansas
$513K -$25.7K -684 -5%
PCG
58
Prosperity Consulting Group
Maryland
$505K -$96K -2,551 -16%
HFS
59
Hantz Financial Services
Michigan
$486K -$111K -2,958 -19%
VFG
60
Valley Financial Group
Pennsylvania
$481K -$44.4K -1,181 -8%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$457K -$87.2K -2,316 -16%
RL
62
Retireful LLC
Michigan
$442K +$442K +38 New
TPWA
63
TRUE Private Wealth Advisors
Oregon
$428K
SFG
64
Sovereign Financial Group
Connecticut
$414K +$105K +2,783 +34%
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$414K
PGF
66
Plan Group Financial
Oklahoma
$387K -$6.47K -172 -2%
MFA
67
Millington Financial Advisors
Illinois
$370K
DWM
68
Darwin Wealth Management
Florida
$369K
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$366K -$2.11K -56 -0.6%
SOS
70
Silver Oak Securities
Tennessee
$364K +$75 +2 +0%
IWP
71
Insight Wealth Partners
Texas
$354K
WC
72
Waterloo Capital
Texas
$341K -$66.5K -1,767 -16%
RFA
73
RTD Financial Advisors
Pennsylvania
$339K +$263 +7 +0.1%
CFD
74
Creative Financial Designs
Indiana
$324K -$32.8K -872 -9%
Legacy Financial Group (Iowa)
75
Legacy Financial Group (Iowa)
Iowa
$320K -$34.8K -926 -10%