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iShares Core Conservative Allocation ETF

163 hedge funds and large institutions have $326M invested in iShares Core Conservative Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 43 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+12
Holders Change %
+7.95%
% of All Funds
2.63%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
41
Increased
43
Reduced
65
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TSS
101
Two Sigma Securities
New York
$256K +$256K +7,616 New
FAAM
102
First Ascent Asset Management
Colorado
$250K -$32.8K -976 -12%
VFP
103
Verus Financial Partners
Virginia
$249K +$1.68K +48 +0.7%
CFGS
104
Concourse Financial Group Securities
Alabama
$248K -$10.1K -300 -4%
CPIG
105
Chicago Partners Investment Group
Illinois
$247K -$1.5K -43 -0.6%
WDL
106
Well Done LLC
Michigan
$244K
FA
107
Financial Advisors
Massachusetts
$239K -$4.3M -127,905 -95%
HIA
108
Harbor Investment Advisory
Maryland
$237K +$190K +5,665 +412%
FPCP
109
Fort Point Capital Partners
California
$230K -$53.1K -1,581 -19%
OIA
110
OneDigital Investment Advisors
Kansas
$228K
HFS
111
Hantz Financial Services
Michigan
$220K +$220K +6,531 New
IWP
112
Insight Wealth Partners
Texas
$217K +$217K +6,470 New
VF
113
VitalStone Financial
Texas
$217K +$217K +6,507 New
KOC
114
Koss-Olinger Consulting
Florida
$208K -$1.28K -38 -0.6%
BHWM
115
Bay Harbor Wealth Management
Maryland
$176K -$108K -3,212 -38%
ACA
116
Aptus Capital Advisors
Alabama
$151K -$336 -10 -0.2%
CF
117
Centaurus Financial
California
$145K -$628K -18,754 -81%
JFG
118
JDM Financial Group
Texas
$142K +$142K +4,220 New
GEA
119
Glen Eagle Advisors
New Jersey
$136K +$2.89K +86 +2%
CWA
120
Clearview Wealth Advisors
Oregon
$131K -$81K -2,411 -38%
MWM
121
Mascoma Wealth Management
New Hampshire
$85.5K
MCC
122
Money Concepts Capital
Florida
$75.9K +$20.8K +618 +38%
JGCM
123
Joseph Group Capital Management
Ohio
$75K +$75K +2,233 New
AF
124
Allworth Financial
California
$70.1K -$271K -8,067 -79%
SSC
125
Syverson Strege & Co
Iowa
$68K +$1.14K +34 +2%