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iShares Core Conservative Allocation ETF

153 hedge funds and large institutions have $293M invested in iShares Core Conservative Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+6
Holders Change %
+4.08%
% of All Funds
2.69%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
22
Increased
59
Reduced
52
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
101
Acorn Wealth Advisors
Michigan
$302K +$59.6K +1,508 +25%
PAMG
102
Patton Albertson Miller Group
Tennessee
$279K -$16.2K -409 -5%
CFGS
103
Concourse Financial Group Securities
Alabama
$274K -$1.97K -50 -0.7%
NWM
104
Northwest Wealth Management
Iowa
$262K -$3.24K -82 -1%
BFA
105
Beacon Financial Advisory
Ohio
$255K
SI
106
Stephens Inc
Arkansas
$255K +$198 +5 +0.1%
EH
107
Equitable Holdings
New York
$248K -$1.19K -30 -0.5%
KOC
108
Koss-Olinger Consulting
Florida
$247K +$277 +7 +0.1%
GRP
109
Global Retirement Partners
California
$246K +$51.6K +1,306 +27%
ACA
110
Aptus Capital Advisors
Alabama
$245K +$9.65K +244 +4%
SFG
111
StrategIQ Financial Group
Indiana
$238K -$7.91K -200 -3%
OAM
112
Oppenheimer Asset Management
New York
$232K +$232K +5,863 New
IWC
113
Integrated Wealth Concepts
Massachusetts
$222K +$222K +5,608 New
RA
114
RFG Advisory
Alabama
$220K -$11.9K -301 -5%
CAGAS
115
Capital Advisory Group Advisory Services
Minnesota
$204K +$67.2K +1,700 +49%
BFEC
116
Benjamin F. Edwards & Company
Missouri
$161K -$46.9K -1,189 -23%
SSC
117
Syverson Strege & Co
Iowa
$103K -$20.2K -512 -16%
TFGT
118
TS Financial Group (TSFG)
Illinois
$102K
AF
119
Allworth Financial
California
$101K -$32.6K -828 -24%
PCFFS
120
Pacific Center for Financial Services
California
$101K
CI
121
CX Institutional
Indiana
$100K -$15.6K -396 -14%
KIG
122
Kowal Investment Group
Wisconsin
$79K +$79K +1,994 New
RG
123
Retirement Group
California
$79K +$79K +2,000 New
HWMA
124
Heritage Wealth Management (Arizona)
Arizona
$73K -$1.18K -30 -2%
TF
125
TimeScale Financial
Massachusetts
$71K +$8.55K +216 +14%