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iShares Core Conservative Allocation ETF
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Overview Fund Activity

155 hedge funds and large institutions have $190M invested in iShares Core Conservative Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 61 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
18
Increased
44
Reduced
61
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAG
SageView Advisory Group
California
$3.57M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$8.33M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$2M
4
CST
Charles Schwab Trust
Nevada
$1.07M
5
E3F
Eight 31 Financial
Texas
$927K

Top Sellers

1
RJA
Raymond James & Associates
Florida
$408K
2
Wells Fargo
Wells Fargo
California
$6.19M
3
WA
Win Advisors
Florida
$0
4
Morgan Stanley
Morgan Stanley
New York
$6.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$458K
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
76
Reston Wealth Management
Virginia
$348K -$30.2K -819 -8%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$338K +$2.58K +70 +0.8%
JFG
78
JDM Financial Group
Texas
$334K +$57.3K +1,555 +21%
NWMG
79
National Wealth Management Group
Ohio
$325K – – –
Stifel Financial
80
Stifel Financial
Missouri
$309K -$483K -13,114 -61%
DWM
81
Dakota Wealth Management
Florida
$296K – – –
EH
82
Equitable Holdings
New York
$291K -$55.9K -1,518 -16%
AA
83
Advisory Alpha
Michigan
$284K -$53.1K -1,441 -16%
NAS
84
Nicolet Advisory Services
Wisconsin
$281K +$183 +5 +0.1%
S
85
Syntrinsic
Colorado
$277K +$3.56K +101 +1%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$257K -$3.54K -96 -1%
BCI
87
Brinker Capital Investments
Pennsylvania
$256K -$2.21K -60 -0.9%
OPS
88
Orion Portfolio Solutions
Nebraska
$256K -$2.21K -60 -0.9%
IF
89
Integrity Financial
Wyoming
$256K -$29.4K -799 -10%
VCP
90
Verus Capital Partners
Arizona
$247K +$247K +6,718 New
AWM
91
Axxcess Wealth Management
California
$244K -$2.47K -67 -1%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$244K +$28.4K +773 +13%
CFD
93
Creative Financial Designs
Indiana
$243K -$38K -1,032 -14%
UWM
94
USAdvisors Wealth Management
Minnesota
$243K -$18.6K -505 -7%
CAAS
95
Capital Asset Advisory Services
Michigan
$242K -$2.44K -67 -1%
IWP
96
Insight Wealth Partners
Texas
$238K – – –
PFS
97
Prospera Financial Services
Texas
$229K +$11K +298 +5%
FCA
98
FinTrust Capital Advisors
South Carolina
$229K +$118K +3,210 +107%
ES
99
Eagle Strategies
New York
$222K +$222K +6,028 New
MAWA
100
Moss Adams Wealth Advisors
Washington
$221K +$2.87K +78 +1%
2 3
4
5 6