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iShares Core Conservative Allocation ETF

147 hedge funds and large institutions have $280M invested in iShares Core Conservative Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+2
Holders Change %
+1.38%
% of All Funds
2.57%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
14
Increased
61
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
G
76
Gainplan
Michigan
$505K +$298K +7,484 +144%
FPFS
77
First Personal Financial Services
North Carolina
$438K +$31.4K +790 +8%
VFP
78
Verus Financial Partners
Virginia
$425K +$558 +14 +0.1%
CPIG
79
Chicago Partners Investment Group
Illinois
$423K -$151K -3,762 -26%
IWM
80
IHT Wealth Management
Illinois
$410K +$71.7K +1,801 +21%
KA
81
Kovack Advisors
Florida
$409K -$79.7K -2,000 -16%
PFA
82
Professional Financial Advisors
Nebraska
$392K +$7.08K +178 +2%
BHWM
83
Bay Harbor Wealth Management
Maryland
$387K +$6.92K +174 +2%
CWM
84
Cornerstone Wealth Management
Missouri
$365K
IAIM
85
International Assets Investment Management
Florida
$361K +$361K +9,059 New
RJA
86
Raymond James & Associates
Florida
$356K -$26K -653 -7%
DP
87
Divergent Planning
Maryland
$353K +$101K +2,546 +40%
RWA
88
Redhawk Wealth Advisors
Minnesota
$345K +$87.6K +2,203 +34%
OPS
89
Orion Portfolio Solutions
Nebraska
$342K
OIA
90
OneDigital Investment Advisors
Kansas
$341K
LWAC
91
Laurel Wealth Advisors (California)
California
$333K +$16.6K +417 +5%
SWA
92
SFMG Wealth Advisors
Texas
$313K +$313K +7,852 New
PAMG
93
Patton Albertson Miller Group
Tennessee
$297K +$5.69K +143 +2%
IA
94
IFP Advisors
Florida
$291K +$209K +5,237 +253%
TWP
95
Tempus Wealth Planning
California
$288K +$72.2K +1,816 +33%
MA
96
Mutual Advisors
Nebraska
$284K +$16.1K +405 +6%
CFGS
97
Concourse Financial Group Securities
Alabama
$278K -$58.2K -1,465 -17%
WWM
98
Western Wealth Management
Colorado
$278K
NWM
99
Northwest Wealth Management
Iowa
$267K +$53.7K +1,349 +25%
RWM
100
Ritholtz Wealth Management
New York
$259K +$38.4K +964 +17%