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iShares Core Conservative Allocation ETF
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Overview Fund Activity

163 hedge funds and large institutions have $257M invested in iShares Core Conservative Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
57
Reduced
49
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.2M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$18.5M
3
FA
Forefront Analytics
Pennsylvania
$13M
4
Wells Fargo
Wells Fargo
California
$9.25M
5
Morgan Stanley
Morgan Stanley
New York
$11.6M

Top Sellers

1
ECA
Elevation Capital Advisory
Oregon
$0
2
GM
GeoWealth Management
Illinois
$2.86M
3
OMC
Old Mission Capital
Illinois
$0
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
GS
GTS Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
76
Truist Financial
North Carolina
$369K +$369K +9,880 New
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$365K +$104K +2,781 +40%
SWM
78
Spire Wealth Management
Virginia
$365K – – –
SOS
79
Silver Oak Securities
Tennessee
$362K +$86.8K +2,325 +32%
CFD
80
Creative Financial Designs
Indiana
$354K +$40.2K +1,077 +13%
Legacy Financial Group (Iowa)
81
Legacy Financial Group (Iowa)
Iowa
$352K +$352K +9,433 New
IWP
82
Insight Wealth Partners
Texas
$351K – – –
RFA
83
RTD Financial Advisors
Pennsylvania
$335K +$4.22K +113 +1%
MML Investors Services
84
MML Investors Services
Massachusetts
$317K +$10.5K +282 +3%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$316K -$8.84K -237 -3%
SFG
86
Sovereign Financial Group
Connecticut
$307K +$73.2K +1,963 +31%
RAM
87
Redmond Asset Management
Virginia
$301K – – –
CPIG
88
Chicago Partners Investment Group
Illinois
$292K -$61.5K -1,651 -17%
VCP
89
Verus Capital Partners
Arizona
$288K – – –
TWP
90
Tempus Wealth Planning
California
$285K +$7.24K +194 +3%
BAM
91
Belpointe Asset Management
Nevada
$285K +$285K +7,467 New
WAM
92
WNY Asset Management
New York
$282K -$35.5K -951 -11%
WDL
93
Well Done LLC
Michigan
$266K – – –
MWA
94
Mills Wealth Advisors
Texas
$263K -$105K -2,824 -29%
NAS
95
Nicolet Advisory Services
Wisconsin
$262K +$148 +4 +0.1%
TWC
96
TD Waterhouse Canada
Ontario, Canada
$260K +$969 +26 +0.4%
BCI
97
Brinker Capital Investments
Pennsylvania
$255K -$4.7K -126 -2%
OPS
98
Orion Portfolio Solutions
Nebraska
$255K -$4.7K -126 -2%
IAS
99
IMA Advisory Services
Colorado
$243K +$243K +6,876 New
UWM
100
USAdvisors Wealth Management
Minnesota
$243K +$2.72K +73 +1%
2 3
4
5 6