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iShares Core Conservative Allocation ETF

153 hedge funds and large institutions have $293M invested in iShares Core Conservative Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+6
Holders Change %
+4.08%
% of All Funds
2.69%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
22
Increased
59
Reduced
52
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FDCDDQ
76
Federation des caisses Desjardins du Quebec
Quebec, Canada
$506K +$506K +12,800 New
G
77
Gainplan
Michigan
$503K +$1.74K +44 +0.3%
CAG
78
Compass Advisory Group
New York
$498K +$498K +12,611 New
Wolverine Trading
79
Wolverine Trading
Illinois
$475K +$475K +12,006 New
AL
80
Aspiriant LLC
California
$455K +$455K +11,515 New
FPFS
81
First Personal Financial Services
North Carolina
$438K +$2.81K +71 +0.6%
CPIG
82
Chicago Partners Investment Group
Illinois
$437K +$14.9K +372 +4%
PFA
83
Professional Financial Advisors
Nebraska
$423K +$33.4K +844 +9%
Jane Street
84
Jane Street
New York
$400K +$400K +10,118 New
SWA
85
SFMG Wealth Advisors
Texas
$381K +$71K +1,797 +23%
KA
86
Kovack Advisors
Florida
$380K -$25.7K -650 -6%
IWM
87
IHT Wealth Management
Illinois
$375K -$32K -810 -8%
IA
88
IFP Advisors
Florida
$375K +$86.9K +2,205 +30%
BHWM
89
Bay Harbor Wealth Management
Maryland
$371K -$12.7K -323 -3%
CW
90
CreativeOne Wealth
Kansas
$366K -$283K -7,199 -44%
VFP
91
Verus Financial Partners
Virginia
$365K -$59K -1,483 -14%
IAIM
92
International Assets Investment Management
Florida
$364K +$6.59K +167 +2%
CWM
93
Cornerstone Wealth Management
Missouri
$362K
RJA
94
Raymond James & Associates
Florida
$355K +$1.27K +32 +0.4%
OPS
95
Orion Portfolio Solutions
Nebraska
$352K +$13.3K +336 +4%
MA
96
Mutual Advisors
Nebraska
$345K +$62.9K +1,590 +22%
OIA
97
OneDigital Investment Advisors
Kansas
$338K
RWA
98
Redhawk Wealth Advisors
Minnesota
$330K -$12.5K -317 -4%
DP
99
Divergent Planning
Maryland
$312K -$36.6K -930 -10%
DAS
100
Dynamic Advisor Solutions
Arizona
$302K -$215K -5,433 -42%