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iShares Core Conservative Allocation ETF
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Overview Fund Activity

165 hedge funds and large institutions have $434M invested in iShares Core Conservative Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 72 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
–
Holders Change %
0%
% of All Funds
2.79%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
25
Increased
38
Reduced
72
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Trilogy Capital
California
$161M
2
ACA
2
Atlas Capital Advisors
Wyoming
$17.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$11.3M
4
CFP
4
Curran Financial Partners
South Carolina
$17.7M
5
RJA
5
Raymond James & Associates
Florida
$5.81M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$3.25M
2
FM
2
Forward Management
California
$7.29M
3
LPL Financial
3
LPL Financial
California
$26.7M
4
HWM
4
HB Wealth Management
Georgia
$0
5
SOS
5
Silver Oak Securities
Tennessee
$494K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$450K -$41.1K -1,191 -8%
BAM
77
Belpointe Asset Management
Nevada
$447K -$99.4K -2,878 -18%
RFA
78
RTD Financial Advisors
Pennsylvania
$447K -$62.6K -1,812 -12%
G
79
Gainplan
Michigan
$443K -$416 -12 -0.1%
MWM
80
Meridian Wealth Management
Kentucky
$434K +$434K +12,545 New
CFD
81
Creative Financial Designs
Indiana
$432K -$45.1K -1,306 -9%
FPFS
82
First Personal Financial Services
North Carolina
$430K +$14K +404 +3%
IA
83
IFP Advisors
Florida
$415K – – –
WA
84
WestEnd Advisors
North Carolina
$399K +$399K +11,556 New
UWM
85
USAdvisors Wealth Management
Minnesota
$394K -$170K -4,909 -30%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$372K +$372K +10,769 New
FHA
87
Flagship Harbor Advisors
Massachusetts
$356K +$93.3K +2,701 +36%
NWMG
88
National Wealth Management Group
Ohio
$336K -$63K -1,823 -16%
SI
89
Stephens Inc
Arkansas
$323K -$41.5K -1,201 -11%
CHA
90
Cooper/Haims Advisors
New York
$318K – – –
FPCP
91
Fort Point Capital Partners
California
$313K -$589K -17,042 -65%
FAAM
92
First Ascent Asset Management
Colorado
$309K +$309K +8,945 New
HIA
93
Harbor Investment Advisory
Maryland
$308K +$259K +7,475 +523%
WI
94
WBI Investments
New Jersey
$306K +$306K +9,004 New
OPS
95
Orion Portfolio Solutions
Nebraska
$302K – – –
BHWM
96
Bay Harbor Wealth Management
Maryland
$300K +$173 +5 +0.1%
AAS
97
Ameritas Advisory Services
Nebraska
$298K -$17.1K -494 -5%
LHEI
98
Leo H. Evart Inc
California
$297K +$1.11K +32 +0.4%
OIA
99
OneDigital Investment Advisors
Kansas
$296K – – –
AWM
100
Axxcess Wealth Management
California
$281K +$40.6K +1,173 +17%
2 3
4
5 6