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iShares Core Conservative Allocation ETF

165 hedge funds and large institutions have $434M invested in iShares Core Conservative Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 72 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
Holders Change %
0%
% of All Funds
2.79%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
25
Increased
38
Reduced
72
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
101
Professional Financial Advisors
Nebraska
$270K -$16.7K -482 -6%
DP
102
Divergent Planning
Maryland
$269K -$6.09K -176 -2%
CIA
103
Compass Ion Advisors
Pennsylvania
$267K -$58.1K -1,680 -18%
TPWA
104
TRUE Private Wealth Advisors
Oregon
$266K +$483 +14 +0.2%
EH
105
Equitable Holdings
New York
$264K +$17.3K +500 +7%
CPIG
106
Chicago Partners Investment Group
Illinois
$254K -$138K -3,850 -35%
MFS
107
Madrona Financial Services
Washington
$253K -$532K -15,398 -68%
WDL
108
Well Done LLC
Michigan
$251K
Renaissance Technologies
109
Renaissance Technologies
New York
$249K -$889K -25,700 -78%
VFP
110
Verus Financial Partners
Virginia
$248K -$64.8K -1,846 -21%
AWA
111
Acorn Wealth Advisors
Michigan
$247K -$18.8K -543 -7%
CWM
112
Cornerstone Wealth Management
Missouri
$246K -$48.1K -1,392 -16%
MA
113
Mutual Advisors
Nebraska
$243K -$71.9K -2,079 -23%
SG
114
StoneX Group
New York
$243K +$243K +7,021 New
CAGAS
115
Capital Advisory Group Advisory Services
Minnesota
$234K
PAMG
116
Patton Albertson Miller Group
Tennessee
$233K
CFGS
117
Concourse Financial Group Securities
Alabama
$230K
CWA
118
Clearview Wealth Advisors
Oregon
$223K -$102K -2,954 -31%
GWM
119
Geneos Wealth Management
Colorado
$219K +$31.2K +901 +17%
KOC
120
Koss-Olinger Consulting
Florida
$215K +$69 +2 +0%
ACA
121
Aptus Capital Advisors
Alabama
$172K -$4.94K -143 -3%
GEA
122
Glen Eagle Advisors
New Jersey
$146K +$71.6K +2,070 +96%
JPMorgan Chase & Co
123
JPMorgan Chase & Co
New York
$127K -$145K -4,200 -53%
CA
124
CoreCap Advisors
Michigan
$126K +$126K +3,634 New
AF
125
Allworth Financial
California
$98K +$12.6K +364 +15%