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iShares Core Conservative Allocation ETF

151 hedge funds and large institutions have $202M invested in iShares Core Conservative Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+3
Holders Change %
+2.03%
% of All Funds
2.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
17
Increased
42
Reduced
64
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FPCP
101
Fort Point Capital Partners
California
$203K -$7.61K -224 -4%
CAM
102
Costello Asset Management
Pennsylvania
$190K -$11K -325 -5%
CFGS
103
Concourse Financial Group Securities
Alabama
$137K -$19.7K -580 -13%
CF
104
Centaurus Financial
California
$136K +$17.8K +523 +15%
SPIA
105
Steward Partners Investment Advisory
New York
$131K +$3.02K +89 +2%
BHWM
106
Bay Harbor Wealth Management
Maryland
$130K -$39.2K -1,154 -23%
Comerica Bank
107
Comerica Bank
Texas
$126K +$126K +3,716 New
CTC
108
Central Trust Company
Missouri
$125K +$125K +3,670 New
ACA
109
Aptus Capital Advisors
Alabama
$121K -$31.6K -929 -21%
GEA
110
Glen Eagle Advisors
New Jersey
$115K +$849 +25 +0.7%
VF
111
VitalStone Financial
Texas
$109K -$16.2K -474 -13%
AF
112
Allworth Financial
California
$92.9K +$2.65K +78 +3%
FCA
113
FinTrust Capital Advisors
South Carolina
$92.6K +$89.6K +2,638 +2,964%
JGCM
114
Joseph Group Capital Management
Ohio
$75.8K
RG
115
Retirement Group
California
$67.9K
AF
116
Advisornet Financial
Minnesota
$54.5K +$1.77K +52 +3%
AAP
117
Arax Advisory Partners
Colorado
$54.3K +$204 +6 +0.4%
SS
118
Sunbelt Securities
Texas
$53K +$272 +8 +0.5%
JPMorgan Chase & Co
119
JPMorgan Chase & Co
New York
$44.1K -$832K -24,502 -95%
RIA
120
Realta Investment Advisors
Delaware
$41.9K
CPG
121
Cornerstone Planning Group
New Jersey
$33.2K +$22.6K +666 +214%
GWM
122
Geneos Wealth Management
Colorado
$30.7K
MWM
123
Mascoma Wealth Management
New Hampshire
$29.5K +$7.68K +226 +35%
CSPIA
124
Cary Street Partners Investment Advisory
Virginia
$27.2K -$183K -5,400 -87%
Bessemer Group
125
Bessemer Group
New Jersey
$26K +$26K +751 New