AOK icon

iShares Core Conservative Allocation ETF

130 hedge funds and large institutions have $211M invested in iShares Core Conservative Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+13
Holders Change %
+11.11%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
21
Increased
54
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
76
StrategIQ Financial Group
Indiana
$281K -$64.6K -1,738 -19%
RJA
77
Raymond James & Associates
Florida
$278K -$106K -2,840 -28%
LWAC
78
Laurel Wealth Advisors (California)
California
$276K +$276K +7,416 New
PA
79
PFG Advisors
Arizona
$266K -$24.8K -664 -9%
CIA
80
Compass Ion Advisors
Pennsylvania
$259K +$259K +6,979 New
TWP
81
Tempus Wealth Planning
California
$255K +$255K +6,850 New
Jane Street
82
Jane Street
New York
$255K +$255K +6,873 New
EH
83
Equitable Holdings
New York
$252K +$22.7K +610 +10%
BFEC
84
Benjamin F. Edwards & Company
Missouri
$251K +$146K +3,937 +140%
CWM
85
Cornerstone Wealth Management
Missouri
$246K
NWM
86
Northwest Wealth Management
Iowa
$236K +$1K +27 +0.4%
MA
87
Mutual Advisors
Nebraska
$235K +$235K +6,330 New
SCM
88
Stonehearth Capital Management
Massachusetts
$225K +$446 +12 +0.2%
SW
89
SteelPeak Wealth
California
$217K +$217K +5,845 New
IWM
90
IHT Wealth Management
Illinois
$216K
HPC
91
Hobart Private Capital
North Carolina
$210K +$210K +5,639 New
RWM
92
Ritholtz Wealth Management
New York
$201K -$10.3K -276 -5%
SL
93
Savior LLC
Massachusetts
$162K +$162K +4,350 New
CWC
94
Carolinas Wealth Consulting
North Carolina
$137K +$91.9K +2,464 +204%
JAWM
95
J. Arnold Wealth Management
Ohio
$136K +$557 +15 +0.4%
BAM
96
Belpointe Asset Management
Nevada
$125K +$10.2K +274 +9%
TFGT
97
TS Financial Group (TSFG)
Illinois
$96K
PCFFS
98
Pacific Center for Financial Services
California
$95K
HIA
99
Harbor Investment Advisory
Maryland
$86K -$597 -16 -0.7%
APWA
100
Atlas Private Wealth Advisors
New Jersey
$65K