AOK icon

iShares Core Conservative Allocation ETF

151 hedge funds and large institutions have $202M invested in iShares Core Conservative Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+3
Holders Change %
+2.03%
% of All Funds
2.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
17
Increased
42
Reduced
64
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$326K
IA
77
IFP Advisors
Florida
$324K -$97.8K -2,879 -23%
NAS
78
Nicolet Advisory Services
Wisconsin
$323K -$21.5K -641 -6%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$319K -$52.5K -1,500 -14%
CAAS
80
Capital Asset Advisory Services
Michigan
$318K +$318K +9,315 New
AWM
81
Axxcess Wealth Management
California
$316K +$316K +9,310 New
MA
82
Mutual Advisors
Nebraska
$300K +$97.4K +2,869 +48%
NWMG
83
National Wealth Management Group
Ohio
$300K
IF
84
Integrity Financial
Wyoming
$290K -$30.9K -911 -10%
WC
85
Waterloo Capital
Texas
$281K +$18.3K +539 +7%
CPIG
86
Chicago Partners Investment Group
Illinois
$278K -$173K -5,206 -38%
CFD
87
Creative Financial Designs
Indiana
$276K -$18.6K -548 -6%
DWM
88
Dakota Wealth Management
Florida
$273K +$273K +8,035 New
Stifel Financial
89
Stifel Financial
Missouri
$251K -$8.83K -260 -3%
FAAM
90
First Ascent Asset Management
Colorado
$246K -$2.89K -85 -1%
BCI
91
Brinker Capital Investments
Pennsylvania
$243K -$2.99K -88 -1%
OPS
92
Orion Portfolio Solutions
Nebraska
$243K -$2.99K -88 -1%
VFP
93
Verus Financial Partners
Virginia
$242K -$102 -3 -0%
S
94
Syntrinsic
Colorado
$239K +$239K +7,336 New
UWM
95
USAdvisors Wealth Management
Minnesota
$237K +$1.29K +38 +0.5%
TSS
96
Two Sigma Securities
New York
$235K +$235K +6,926 New
OIA
97
OneDigital Investment Advisors
Kansas
$230K
IWP
98
Insight Wealth Partners
Texas
$220K
JFG
99
JDM Financial Group
Texas
$210K +$4.69K +138 +2%
IWC
100
Integrated Wealth Concepts
Massachusetts
$204K -$3.16K -93 -2%