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iShares Core Conservative Allocation ETF

159 hedge funds and large institutions have $170M invested in iShares Core Conservative Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+4
Holders Change %
+2.58%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
22
Increased
42
Reduced
65
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Legacy Financial Group (Iowa)
76
Legacy Financial Group (Iowa)
Iowa
$341K -$10.3K -279 -3%
RFA
77
RTD Financial Advisors
Pennsylvania
$328K +$328K +8,877 New
RAM
78
Redmond Asset Management
Virginia
$298K +$298K +8,060 New
AWM
79
Axxcess Wealth Management
California
$294K +$49K +1,326 +20%
MML Investors Services
80
MML Investors Services
Massachusetts
$293K -$63.4K -1,718 -18%
PAMG
81
Patton Albertson Miller Group
Tennessee
$290K +$290K +7,859 New
VCP
82
Verus Capital Partners
Arizona
$285K +$36.9K +1,000 +15%
BAM
83
Belpointe Asset Management
Nevada
$275K -$145K -3,936 -35%
S
84
Syntrinsic
Colorado
$267K -$9.72K -276 -4%
NAS
85
Nicolet Advisory Services
Wisconsin
$264K -$22.7K -609 -8%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$257K +$37 +1 +0%
BCI
87
Brinker Capital Investments
Pennsylvania
$257K
OPS
88
Orion Portfolio Solutions
Nebraska
$257K
WDL
89
Well Done LLC
Michigan
$254K +$254K +6,874 New
IF
90
Integrity Financial
Wyoming
$251K -$5.43K -147 -2%
DWM
91
Dakota Wealth Management
Florida
$250K -$46.4K -1,256 -16%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$245K
UWM
93
USAdvisors Wealth Management
Minnesota
$244K +$1.14K +31 +0.5%
CFD
94
Creative Financial Designs
Indiana
$239K -$4.91K -133 -2%
IWP
95
Insight Wealth Partners
Texas
$239K
EIG
96
Ellenbecker Investment Group
Wisconsin
$237K +$237K +6,428 New
NWMG
97
National Wealth Management Group
Ohio
$237K -$89.4K -2,420 -27%
PFS
98
Prospera Financial Services
Texas
$230K
FCA
99
FinTrust Capital Advisors
South Carolina
$226K -$3.69K -100 -2%
MAWA
100
Moss Adams Wealth Advisors
Washington
$221K