AOK icon

iShares Core Conservative Allocation ETF

147 hedge funds and large institutions have $277M invested in iShares Core Conservative Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+17
Holders Change %
+13.08%
% of All Funds
2.61%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
30
Increased
59
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SW
101
SteelPeak Wealth
California
$219K -$7.48K -193 -3%
TWP
102
Tempus Wealth Planning
California
$210K -$55.1K -1,423 -21%
RWM
103
Ritholtz Wealth Management
New York
$210K +$427 +11 +0.2%
KA
104
Kovack Advisors
Florida
$209K -$96.7K -2,500 -32%
G
105
Gainplan
Michigan
$202K +$202K +5,213 New
SL
106
Savior LLC
Massachusetts
$169K
SSC
107
Syverson Strege & Co
Iowa
$144K +$144K +3,714 New
JAWM
108
J. Arnold Wealth Management
Ohio
$143K +$816 +21 +0.6%
PCFFS
109
Pacific Center for Financial Services
California
$100K
TFGT
110
TS Financial Group (TSFG)
Illinois
$100K
HIA
111
Harbor Investment Advisory
Maryland
$91K +$1.44K +37 +2%
APWA
112
Atlas Private Wealth Advisors
New Jersey
$68K
CI
113
CX Institutional
Indiana
$66K +$15.3K +396 +30%
MCC
114
Money Concepts Capital
Florida
$64K +$64K +1,640 New
AAP
115
Arax Advisory Partners
Colorado
$60K -$1K -26 -2%
AF
116
Advisornet Financial
Minnesota
$54K -$776 -20 -1%
GRP
117
Global Retirement Partners
California
$39K +$310 +8 +0.8%
TF
118
TimeScale Financial
Massachusetts
$36K -$1.5K -39 -4%
GEA
119
Glen Eagle Advisors
New Jersey
$32.3K +$658 +17 +2%
LGA
120
Lebenthal Global Advisors
New York
$31K +$31K +800 New
PWM
121
Perigon Wealth Management
California
$30K +$30K +770 New
CWC
122
Carolinas Wealth Consulting
North Carolina
$29K -$115K -2,932 -80%
TFS
123
TrustCore Financial Services
Tennessee
$29K
DAM
124
Delta Asset Management
Tennessee
$28K -$2.9K -75 -9%
SWM
125
Sugarloaf Wealth Management
Georgia
$26K +$232 +6 +0.9%