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iShares Core Conservative Allocation ETF

130 hedge funds and large institutions have $211M invested in iShares Core Conservative Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+13
Holders Change %
+11.11%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
21
Increased
54
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAP
101
Arax Advisory Partners
Colorado
$59K +$336 +9 +0.6%
AF
102
Advisornet Financial
Minnesota
$52K
CI
103
CX Institutional
Indiana
$49K -$7K -187 -12%
APA
104
American Portfolios Advisors
New York
$46.2K -$9.44K -254 -17%
GRP
105
Global Retirement Partners
California
$37K +$18.5K +500 +100%
TF
106
TimeScale Financial
Massachusetts
$36K -$116K -3,161 -76%
IA
107
IFP Advisors
Florida
$31K +$188 +5 +0.6%
GEA
108
Glen Eagle Advisors
New Jersey
$30.4K +$30.3K +814 +20,350%
DAM
109
Delta Asset Management
Tennessee
$30K -$3.75K -100 -11%
TFS
110
TrustCore Financial Services
Tennessee
$28K
SWM
111
Sugarloaf Wealth Management
Georgia
$25K -$21.3K -568 -46%
IF
112
Ironwood Financial
Arizona
$25K
CAGAS
113
Capital Advisory Group Advisory Services
Minnesota
$21K -$943 -25 -4%
LAS
114
Lloyd Advisory Services
Georgia
$17K -$23.1K -617 -58%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$15K -$174K -4,543 -92%
F
116
F3Logic
Minnesota
$13.3K +$13.3K +357 New
SFS
117
Sowell Financial Services
Arkansas
$13K +$72 +2 +0.6%
KCM
118
Kathmere Capital Management
Pennsylvania
$13K +$13K +342 New
LFG
119
LifePlan Financial Group
Ohio
$11K
AF
120
Affiance Financial
Minnesota
$10K
JFA
121
JNBA Financial Advisors
Minnesota
$10K +$74 +2 +0.7%
PFS
122
Prospera Financial Services
Texas
$7K -$2.12M -55,972 -100%
CAM
123
Costello Asset Management
Pennsylvania
$6K
RIM
124
Rockbridge Investment Management
New York
$6K +$6K +161 New
MIM
125
Macroview Investment Management
Maryland
$4K -$7.62K -200 -66%