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iShares Core Conservative Allocation ETF
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Overview Fund Activity

151 hedge funds and large institutions have $406M invested in iShares Core Conservative Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-14
Holders Change %
-8.48%
% of All Funds
2.61%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
17
Increased
43
Reduced
73
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$17.5M
2
FA
Financial Advisors
Massachusetts
$4.37M
3
Jane Street
Jane Street
New York
$4.93M
4
Bank of America
Bank of America
North Carolina
$7.56M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.13M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.2M
2
Morgan Stanley
Morgan Stanley
New York
$8.5M
3
SWM
Spire Wealth Management
Virginia
$0
4
Stifel Financial
Stifel Financial
Missouri
$582K
5
CFP
Curran Financial Partners
South Carolina
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
101
Compass Advisory Group
New York
$231K +$231K +7,091 New
VFP
102
Verus Financial Partners
Virginia
$230K -$457 -14 -0.2%
OIA
103
OneDigital Investment Advisors
Kansas
$221K -$58.1K -1,782 -21%
SL
104
Sentinus LLC
Illinois
$220K +$220K +6,757 New
CAGAS
105
Capital Advisory Group Advisory Services
Minnesota
$216K – – –
CWM
106
Cornerstone Wealth Management
Missouri
$206K -$26.1K -800 -11%
CWA
107
Clearview Wealth Advisors
Oregon
$206K -$4.24K -130 -2%
KOC
108
Koss-Olinger Consulting
Florida
$203K +$326 +10 +0.2%
CSPIA
109
Cary Street Partners Investment Advisory
Virginia
$202K +$202K +6,200 New
PFA
110
Professional Financial Advisors
Nebraska
$167K -$87.1K -2,674 -34%
ACA
111
Aptus Capital Advisors
Alabama
$147K -$15.9K -486 -10%
GEA
112
Glen Eagle Advisors
New Jersey
$130K -$8.09K -248 -6%
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$116K +$116K +3,581 New
AIP
114
Almanack Investment Partners
Pennsylvania
$98K +$98K +3,000 New
PCFFS
115
Pacific Center for Financial Services
California
$84K – – –
MWM
116
Mascoma Wealth Management
New Hampshire
$83K +$5.71K +175 +7%
SSC
117
Syverson Strege & Co
Iowa
$65K +$2.68K +82 +4%
RIA
118
Realta Investment Advisors
Delaware
$59K +$59K +1,802 New
MCC
119
Money Concepts Capital
Florida
$53K -$27.5K -851 -34%
AAP
120
Arax Advisory Partners
Colorado
$53K +$6.15K +190 +13%
TF
121
TimeScale Financial
Massachusetts
$51K -$6.31K -195 -11%
GRP
122
Global Retirement Partners
California
$50K +$393 +12 +0.8%
HIA
123
Harbor Investment Advisory
Maryland
$45K -$246K -7,528 -85%
JPMorgan Chase & Co
124
JPMorgan Chase & Co
New York
$43K -$74.8K -2,332 -64%
AF
125
Advisornet Financial
Minnesota
$36K +$131 +4 +0.4%
3 4
5
6 7