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iShares Core Conservative Allocation ETF
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Overview Fund Activity

163 hedge funds and large institutions have $326M invested in iShares Core Conservative Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 43 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+12
Holders Change %
+7.95%
% of All Funds
2.63%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
41
Increased
43
Reduced
65
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$21.1M
2
Bank of America
2
Bank of America
North Carolina
$20.3M
3
WAM
3
WNY Asset Management
New York
$12M
4
CAM
4
Congress Asset Management
Massachusetts
$11.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.24M

Top Sellers

1
TC
1
Trilogy Capital
California
$358K
2
CFP
2
Curran Financial Partners
South Carolina
$7.85M
3
Jane Street
3
Jane Street
New York
$0
4
FA
4
Financial Advisors
Massachusetts
$239K
5
SOS
5
Silver Oak Securities
Tennessee
$446K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
76
Belpointe Asset Management
Nevada
$432K +$2.05K +61 +0.5%
G
77
Gainplan
Michigan
$429K -$706 -21 -0.2%
Legacy Financial Group (Iowa)
78
Legacy Financial Group (Iowa)
Iowa
$425K +$5.58K +166 +1%
FPFS
79
First Personal Financial Services
North Carolina
$402K -$20.8K -618 -5%
PA
80
PFG Advisors
Arizona
$401K -$43.3K -1,288 -10%
SL
81
Sentinus LLC
Illinois
$399K +$171K +5,102 +76%
JAWM
82
J. Arnold Wealth Management
Ohio
$386K +$386K +11,478 New
MML Investors Services
83
MML Investors Services
Massachusetts
$381K -$13.3K -397 -3%
AAS
84
Avantax Advisory Services
Texas
$374K +$374K +11,132 New
CGL
85
Clarius Group LLC
Washington
$365K +$365K +10,854 New
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$364K +$3.4K +100 +0.9%
TC
87
Trilogy Capital
California
$358K -$156M -4,634,616 -100%
FAIM
88
Financial Advocates Investment Management
Washington
$354K +$354K +10,526 New
AWMS
89
Advocacy Wealth Management Services
Georgia
$326K +$326K +9,695 New
AAS
90
Ameritas Advisory Services
Nebraska
$318K +$31.1K +925 +11%
IA
91
IFP Advisors
Florida
$316K -$77.6K -2,234 -20%
MFA
92
Millington Financial Advisors
Illinois
$313K +$313K +9,326 New
OPS
93
Orion Portfolio Solutions
Nebraska
$311K +$48.2K +1,433 +18%
SWM
94
Spire Wealth Management
Virginia
$306K +$306K +9,119 New
CFD
95
Creative Financial Designs
Indiana
$299K -$28.8K -858 -9%
NWMG
96
National Wealth Management Group
Ohio
$297K -$29.9K -890 -9%
CSPIA
97
Cary Street Partners Investment Advisory
Virginia
$296K +$87.4K +2,600 +42%
MA
98
Mutual Advisors
Nebraska
$294K -$33.4K -995 -10%
LHEI
99
Leo H. Evart Inc
California
$287K -$2.86K -85 -1%
UWM
100
USAdvisors Wealth Management
Minnesota
$278K -$90.1K -2,681 -24%
2 3
4
5 6