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iShares Core Conservative Allocation ETF

158 hedge funds and large institutions have $271M invested in iShares Core Conservative Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+7
Holders Change %
+4.64%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
25
Increased
52
Reduced
57
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
76
Reston Wealth Management
Virginia
$372K -$20.4K -565 -5%
MFA
77
Millington Financial Advisors
Illinois
$354K
EH
78
Equitable Holdings
New York
$340K +$340K +9,408 New
AA
79
Advisory Alpha
Michigan
$331K -$24.3K -673 -7%
MA
80
Mutual Advisors
Nebraska
$320K +$289 +8 +0.1%
NWMG
81
National Wealth Management Group
Ohio
$319K
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$318K
FAAM
83
First Ascent Asset Management
Colorado
$311K +$49.1K +1,357 +19%
CPIG
84
Chicago Partners Investment Group
Illinois
$310K +$10.4K +291 +3%
DWM
85
Dakota Wealth Management
Florida
$290K
IF
86
Integrity Financial
Wyoming
$280K -$28.7K -795 -9%
CFD
87
Creative Financial Designs
Indiana
$276K -$17.9K -494 -6%
NAS
88
Nicolet Advisory Services
Wisconsin
$274K -$68.9K -1,930 -20%
JFG
89
JDM Financial Group
Texas
$271K +$47.4K +1,312 +21%
S
90
Syntrinsic
Colorado
$268K +$14.6K +421 +6%
UWM
91
USAdvisors Wealth Management
Minnesota
$256K +$4.14K +115 +2%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$255K +$244K +6,773 +2,320%
BCI
93
Brinker Capital Investments
Pennsylvania
$252K -$4.67K -130 -2%
OPS
94
Orion Portfolio Solutions
Nebraska
$252K -$4.67K -130 -2%
CAAS
95
Capital Asset Advisory Services
Michigan
$242K -$94.4K -2,610 -28%
AWM
96
Axxcess Wealth Management
California
$242K -$94.2K -2,605 -28%
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$235K +$211K +5,825 +848%
IWP
98
Insight Wealth Partners
Texas
$234K
PCG
99
Prosperity Consulting Group
Maryland
$226K +$226K +6,260 New
CAN
100
Cetera Advisor Networks
California
$224K -$158K -4,360 -41%