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iShares Core Conservative Allocation ETF
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Overview Fund Activity

171 hedge funds and large institutions have $401M invested in iShares Core Conservative Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+18
Holders Change %
+11.76%
% of All Funds
2.64%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
41
Increased
53
Reduced
57
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
Trilogy Capital
California
+$34.6M
2
Wells Fargo
Wells Fargo
California
+$13.5M
3
FM
Forward Management
California
+$10.8M
4
Morgan Stanley
Morgan Stanley
New York
+$8.13M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.93M

Top Sellers

1
UWM
USAdvisors Wealth Management
Minnesota
-$5.92M
2
OMC
Old Mission Capital
Illinois
-$2.22M
3
FFN
Focus Financial Network
Minnesota
-$1.55M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.21M
5
BFG
Barber Financial Group
Kansas
-$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$354K -$167K -4,170 -32%
OIA
102
OneDigital Investment Advisors
Kansas
$342K – – –
LHEI
103
Leo H. Evart Inc
California
$341K +$341K +8,533 New
CWM
104
Cornerstone Wealth Management
Missouri
$340K -$26.4K -662 -7%
RWA
105
Redhawk Wealth Advisors
Minnesota
$333K -$1.56K -39 -0.5%
LFG
106
Larson Financial Group
Missouri
$331K +$331K +8,280 New
BHWM
107
Bay Harbor Wealth Management
Maryland
$321K -$41.9K -1,085 -12%
DP
108
Divergent Planning
Maryland
$316K – – –
AWA
109
Acorn Wealth Advisors
Michigan
$307K +$961 +24 +0.3%
WWM
110
Western Wealth Management
Colorado
$306K +$306K +7,640 New
WDL
111
Well Done LLC
Michigan
$291K -$375K -9,368 -56%
EH
112
Equitable Holdings
New York
$286K +$34.6K +864 +14%
FHA
113
Flagship Harbor Advisors
Massachusetts
$285K +$285K +7,125 New
IWM
114
IHT Wealth Management
Illinois
$283K -$97.3K -2,429 -26%
PAMG
115
Patton Albertson Miller Group
Tennessee
$275K -$6.87K -172 -2%
Citadel Advisors
116
Citadel Advisors
Florida
$270K -$537K -13,436 -67%
CFGS
117
Concourse Financial Group Securities
Alabama
$267K -$11.3K -282 -4%
NWM
118
Northwest Wealth Management
Iowa
$259K -$5.72K -143 -2%
LWAC
119
Laurel Wealth Advisors (California)
California
$251K +$251K +6,284 New
BFA
120
Beacon Financial Advisory
Ohio
$249K -$9.22K -230 -4%
KOC
121
Koss-Olinger Consulting
Florida
$249K -$1.16K -29 -0.5%
ACA
122
Aptus Capital Advisors
Alabama
$248K +$40 +1 +0%
CAGAS
123
Capital Advisory Group Advisory Services
Minnesota
$241K +$35K +875 +17%
RA
124
RFG Advisory
Alabama
$238K +$14.9K +372 +7%
IWC
125
Integrated Wealth Concepts
Massachusetts
$217K -$7.65K -191 -3%
3 4
5
6 7