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iShares Core Conservative Allocation ETF

147 hedge funds and large institutions have $280M invested in iShares Core Conservative Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+2
Holders Change %
+1.38%
% of All Funds
2.57%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
14
Increased
61
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SI
101
Stephens Inc
Arkansas
$257K +$159 +4 +0.1%
BFA
102
Beacon Financial Advisory
Ohio
$256K
EH
103
Equitable Holdings
New York
$251K
KOC
104
Koss-Olinger Consulting
Florida
$248K
SFG
105
StrategIQ Financial Group
Indiana
$247K -$117K -2,933 -32%
AWA
106
Acorn Wealth Advisors
Michigan
$244K +$28.3K +712 +13%
ACA
107
Aptus Capital Advisors
Alabama
$236K -$176K -4,440 -43%
RA
108
RFG Advisory
Alabama
$234K +$2.55K +64 +1%
SW
109
SteelPeak Wealth
California
$216K -$1.79K -45 -0.8%
BFEC
110
Benjamin F. Edwards & Company
Missouri
$210K +$239 +6 +0.1%
GRP
111
Global Retirement Partners
California
$196K +$64K +1,604 +48%
SL
112
Savior LLC
Massachusetts
$192K
CAGAS
113
Capital Advisory Group Advisory Services
Minnesota
$138K +$72.9K +1,825 +112%
AF
114
Allworth Financial
California
$135K -$2.03K -51 -1%
SSC
115
Syverson Strege & Co
Iowa
$125K +$14.3K +358 +13%
JAWM
116
J. Arnold Wealth Management
Ohio
$121K +$14.2K +357 +13%
CI
117
CX Institutional
Indiana
$117K -$3.16K -79 -3%
TFGT
118
TS Financial Group (TSFG)
Illinois
$103K
PCFFS
119
Pacific Center for Financial Services
California
$102K
HWMA
120
Heritage Wealth Management (Arizona)
Arizona
$75K
TF
121
TimeScale Financial
Massachusetts
$63K +$25.3K +634 +67%
GEA
122
Glen Eagle Advisors
New Jersey
$59.1K +$24K +602 +68%
HIA
123
Harbor Investment Advisory
Maryland
$56K +$398 +10 +0.7%
AF
124
Advisornet Financial
Minnesota
$55K
AAP
125
Arax Advisory Partners
Colorado
$51K +$51K +1,290 New