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iShares Core Conservative Allocation ETF

148 hedge funds and large institutions have $219M invested in iShares Core Conservative Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
Holders Change %
0%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
17
Increased
37
Reduced
71
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
101
One Capital Management
California
$212K +$212K +6,018 New
KOC
102
Koss-Olinger Consulting
Florida
$211K -$7.8K -221 -4%
MA
103
Mutual Advisors
Nebraska
$210K -$4.62K -131 -2%
CAM
104
Costello Asset Management
Pennsylvania
$208K +$206K +5,833 +7,478%
BHWM
105
Bay Harbor Wealth Management
Maryland
$175K -$1.55K -44 -0.9%
CFGS
106
Concourse Financial Group Securities
Alabama
$163K -$23.2K -658 -12%
ACA
107
Aptus Capital Advisors
Alabama
$158K -$3.67K -104 -2%
SPIA
108
Steward Partners Investment Advisory
New York
$133K
VF
109
VitalStone Financial
Texas
$127K -$87K -2,505 -41%
CF
110
Centaurus Financial
California
$123K -$30.7K -869 -20%
GEA
111
Glen Eagle Advisors
New Jersey
$119K +$634 +18 +0.5%
CWA
112
Clearview Wealth Advisors
Oregon
$102K -$2.47K -70 -2%
AF
113
Allworth Financial
California
$93.6K +$8.74K +248 +10%
JGCM
114
Joseph Group Capital Management
Ohio
$78.7K
RG
115
Retirement Group
California
$70.5K
AAP
116
Arax Advisory Partners
Colorado
$56.2K +$2.96K +84 +6%
SS
117
Sunbelt Securities
Texas
$54.7K +$49.4K +1,403 +935%
AF
118
Advisornet Financial
Minnesota
$54.7K +$70 +2 +0.1%
HFS
119
Hantz Financial Services
Michigan
$54K +$23.5K +662 +77%
TF
120
TimeScale Financial
Massachusetts
$51.5K -$881 -25 -2%
RIA
121
Realta Investment Advisors
Delaware
$41.9K +$41.9K +1,190 New
RCM
122
Rain Capital Management
Oregon
$33.8K +$176 +5 +0.5%
GWM
123
Geneos Wealth Management
Colorado
$31.9K +$141 +4 +0.4%
MWM
124
Mascoma Wealth Management
New Hampshire
$22.6K -$66.9K -1,905 -75%
DAM
125
Delta Asset Management
Tennessee
$21.8K