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iShares Core Conservative Allocation ETF

148 hedge funds and large institutions have $171M invested in iShares Core Conservative Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-15
Holders Change %
-9.2%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
51
Reduced
56
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
101
Allworth Financial
California
$131K +$449 +12 +0.3%
BHWM
102
Bay Harbor Wealth Management
Maryland
$119K +$865 +23 +0.7%
CAM
103
Costello Asset Management
Pennsylvania
$99.2K -$3.76K -100 -4%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$87.6K +$376 +10 +0.4%
JGCM
105
Joseph Group Capital Management
Ohio
$84K
GEA
106
Glen Eagle Advisors
New Jersey
$71.1K +$301 +8 +0.4%
1NWS
107
1 North Wealth Services
Maryland
$68.9K +$68.9K +1,830 New
MCM
108
MAI Capital Management
Ohio
$68.2K +$301 +8 +0.4%
GWM
109
Geneos Wealth Management
Colorado
$68K +$34K +904 +100%
NA
110
NewEdge Advisors
Louisiana
$67.5K
AAP
111
Arax Advisory Partners
Colorado
$65.5K +$3.27K +87 +5%
TWC
112
TD Waterhouse Canada
Ontario, Canada
$61K -$202K -5,356 -77%
Comerica Bank
113
Comerica Bank
Texas
$60K -$810K -21,538 -93%
NEWAS
114
N.E.W. Advisory Services
Wisconsin
$59.9K +$59.9K +1,592 New
UCB
115
United Community Bank
South Carolina
$53.6K
JPMorgan Chase & Co
116
JPMorgan Chase & Co
New York
$47K -$7.98K -212 -15%
CPG
117
Cornerstone Planning Group
New Jersey
$41.9K -$4.67K -126 -10%
FFA
118
Farther Finance Advisors
California
$37.3K +$151 +4 +0.4%
AF
119
Advisornet Financial
Minnesota
$36.9K +$7.45K +198 +25%
EWM
120
EPG Wealth Management
Georgia
$32.9K +$113 +3 +0.3%
Jones Financial Companies
121
Jones Financial Companies
Missouri
$31K +$6.91K +184 +29%
CA
122
CoreCap Advisors
Michigan
$31K +$12.5K +333 +68%
RCA
123
Runnymede Capital Advisors
Ohio
$27.5K
SPIA
124
Steward Partners Investment Advisory
New York
$25.7K -$118K -3,147 -82%
SS
125
Sunbelt Securities
Texas
$24.3K +$12.5K +331 +105%