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iShares Core Conservative Allocation ETF

158 hedge funds and large institutions have $271M invested in iShares Core Conservative Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+7
Holders Change %
+4.64%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
25
Increased
52
Reduced
57
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NWM
101
Napa Wealth Management
California
$221K +$221K +6,106 New
VAS
102
Vestmark Advisory Solutions
Massachusetts
$215K +$215K +5,953 New
PFS
103
Prospera Financial Services
Texas
$214K +$214K +5,924 New
MAWA
104
Moss Adams Wealth Advisors
Washington
$214K +$214K +5,920 New
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$212K -$134K -3,709 -39%
KOC
106
Koss-Olinger Consulting
Florida
$208K +$208K +5,744 New
WWM
107
Western Wealth Management
Colorado
$205K +$205K +5,660 New
Renaissance Technologies
108
Renaissance Technologies
New York
$202K -$794K -22,000 -80%
WA
109
WestEnd Advisors
North Carolina
$198K +$186K +5,154 +1,552%
IA
110
IFP Advisors
Florida
$196K -$149K -4,109 -43%
Lazard Asset Management
111
Lazard Asset Management
New York
$185K
CAM
112
Costello Asset Management
Pennsylvania
$180K -$21.7K -600 -11%
CF
113
Centaurus Financial
California
$176K +$31K +855 +21%
HFS
114
Hantz Financial Services
Michigan
$155K +$155K +4,297 New
CFGS
115
Concourse Financial Group Securities
Alabama
$146K
SPIA
116
Steward Partners Investment Advisory
New York
$140K -$72 -2 -0.1%
ACA
117
Aptus Capital Advisors
Alabama
$138K +$9.62K +266 +7%
GEA
118
Glen Eagle Advisors
New Jersey
$124K +$1.74K +48 +1%
BHWM
119
Bay Harbor Wealth Management
Maryland
$119K -$19.4K -538 -14%
JPMorgan Chase & Co
120
JPMorgan Chase & Co
New York
$112K +$65.1K +1,800 +138%
FCA
121
FinTrust Capital Advisors
South Carolina
$109K +$10.2K +283 +10%
AF
122
Allworth Financial
California
$99.7K +$831 +23 +0.8%
CTC
123
Central Trust Company
Missouri
$85.3K -$47.4K -1,310 -36%
JGCM
124
Joseph Group Capital Management
Ohio
$80.7K
AAP
125
Arax Advisory Partners
Colorado
$74.5K +$16.7K +462 +29%