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iShares Core Conservative Allocation ETF

148 hedge funds and large institutions have $219M invested in iShares Core Conservative Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
Holders Change %
0%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
17
Increased
37
Reduced
71
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
76
Cetera Advisor Networks
California
$361K -$310K -8,797 -46%
NAS
77
Nicolet Advisory Services
Wisconsin
$356K -$57.6K -1,658 -14%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$352K +$352K +9,986 New
MFA
79
Millington Financial Advisors
Illinois
$346K +$16.9K +479 +5%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$336K -$447K -12,736 -57%
IF
81
Integrity Financial
Wyoming
$333K -$59.4K -1,685 -15%
NWMG
82
National Wealth Management Group
Ohio
$310K
CFD
83
Creative Financial Designs
Indiana
$306K -$12.7K -360 -4%
RJA
84
Raymond James & Associates
Florida
$305K -$153K -4,351 -33%
FAIM
85
Financial Advocates Investment Management
Washington
$302K -$39.6K -1,123 -12%
AT
86
American Trust
Kentucky
$294K +$294K +7,278 New
WC
87
Waterloo Capital
Texas
$272K +$272K +7,728 New
Stifel Financial
88
Stifel Financial
Missouri
$270K -$8.74K -248 -3%
FAAM
89
First Ascent Asset Management
Colorado
$258K +$258K +7,334 New
BCI
90
Brinker Capital Investments
Pennsylvania
$255K -$3.14K -89 -1%
OPS
91
Orion Portfolio Solutions
Nebraska
$255K -$3.14K -89 -1%
VFP
92
Verus Financial Partners
Virginia
$254K +$1.85K +52 +0.7%
UWM
93
USAdvisors Wealth Management
Minnesota
$245K -$32.8K -930 -12%
OIA
94
OneDigital Investment Advisors
Kansas
$239K
IWP
95
Insight Wealth Partners
Texas
$228K
AAS
96
Ameritas Advisory Services
Nebraska
$220K -$35.9K -1,033 -14%
FPCP
97
Fort Point Capital Partners
California
$219K -$16K -453 -7%
CSPIA
98
Cary Street Partners Investment Advisory
Virginia
$218K -$3.52K -100 -2%
IWC
99
Integrated Wealth Concepts
Massachusetts
$215K +$215K +6,105 New
JFG
100
JDM Financial Group
Texas
$214K +$59.2K +1,679 +38%