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iShares Core Conservative Allocation ETF

159 hedge funds and large institutions have $170M invested in iShares Core Conservative Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+4
Holders Change %
+2.58%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
22
Increased
42
Reduced
65
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CF
101
Centaurus Financial
California
$218K +$62.6K +1,698 +40%
KOC
102
Koss-Olinger Consulting
Florida
$213K +$213K +5,770 New
TWP
103
Tempus Wealth Planning
California
$212K +$212K +5,748 New
MA
104
Mutual Advisors
Nebraska
$202K +$202K +5,420 New
IA
105
IFP Advisors
Florida
$200K -$2.03K -55 -1%
TWC
106
TD Waterhouse Canada
Ontario, Canada
$160K +$99.3K +2,700 +165%
SPIA
107
Steward Partners Investment Advisory
New York
$141K
AF
108
Allworth Financial
California
$140K +$42.7K +1,148 +44%
ACA
109
Aptus Capital Advisors
Alabama
$139K -$12K -326 -8%
CFGS
110
Concourse Financial Group Securities
Alabama
$128K -$20.5K -554 -14%
BHWM
111
Bay Harbor Wealth Management
Maryland
$122K -$37 -1 -0%
Comerica Bank
112
Comerica Bank
Texas
$116K -$41.3K -1,119 -26%
CAM
113
Costello Asset Management
Pennsylvania
$115K -$39K -1,056 -25%
CTC
114
Central Trust Company
Missouri
$103K +$16.1K +435 +18%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$83.7K +$83.7K +2,267 New
JGCM
116
Joseph Group Capital Management
Ohio
$82.5K
GEA
117
Glen Eagle Advisors
New Jersey
$71.5K -$332 -9 -0.5%
JPMorgan Chase & Co
118
JPMorgan Chase & Co
New York
$71.2K -$49.7K -1,345 -41%
NA
119
NewEdge Advisors
Louisiana
$66.3K +$62.8K +1,700 +1,789%
AAP
120
Arax Advisory Partners
Colorado
$65K -$9.53K -258 -13%
AF
121
Advisornet Financial
Minnesota
$62.5K -$4.39K -119 -7%
AWM
122
Avior Wealth Management
Nebraska
$56.2K +$56.2K +1,521 New
UCB
123
United Community Bank
South Carolina
$52.6K
TWP
124
Triad Wealth Partners
Kansas
$47.3K +$47.3K +1,280 New
RIA
125
Realta Investment Advisors
Delaware
$44.1K +$37 +1 +0.1%