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iShares Core Conservative Allocation ETF

150 hedge funds and large institutions have $181M invested in iShares Core Conservative Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+2
Holders Change %
+1.35%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
20
Increased
57
Reduced
51
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BHWM
101
Bay Harbor Wealth Management
Maryland
$124K -$273 -7 -0.2%
GSWM
102
Golden State Wealth Management
California
$103K +$103K +2,643 New
CAM
103
Costello Asset Management
Pennsylvania
$103K
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$91.6K +$625 +16 +0.7%
NA
105
NewEdge Advisors
Louisiana
$79.9K +$9.77K +250 +14%
Comerica Bank
106
Comerica Bank
Texas
$78.2K +$15.9K +407 +26%
GEA
107
Glen Eagle Advisors
New Jersey
$73.2K -$664 -17 -0.9%
1NWS
108
1 North Wealth Services
Maryland
$71.5K
MCM
109
MAI Capital Management
Ohio
$71.3K +$469 +12 +0.7%
Jones Financial Companies
110
Jones Financial Companies
Missouri
$67.1K +$34.9K +897 +109%
AAP
111
Arax Advisory Partners
Colorado
$63.2K -$4.77K -122 -7%
TWC
112
TD Waterhouse Canada
Ontario, Canada
$61.4K -$1.68K -43 -3%
UCB
113
United Community Bank
South Carolina
$55.7K
CPG
114
Cornerstone Planning Group
New Jersey
$46K +$1.76K +45 +4%
AAS
115
Ameritas Advisory Services
Nebraska
$42.9K -$6.44M -164,957 -99%
FFA
116
Farther Finance Advisors
California
$38.9K +$312 +8 +0.8%
SIS
117
Sound Income Strategies
Florida
$35.6K +$35.6K +912 New
SPIA
118
Steward Partners Investment Advisory
New York
$35.5K +$8.83K +226 +33%
GWM
119
Geneos Wealth Management
Colorado
$35.3K -$35.3K -904 -50%
AF
120
Advisornet Financial
Minnesota
$33.1K -$5.27K -135 -14%
CTC
121
Central Trust Company
Missouri
$32.8K -$132K -3,375 -80%
CA
122
CoreCap Advisors
Michigan
$32.2K
NEWAS
123
N.E.W. Advisory Services
Wisconsin
$31.1K -$31.1K -795 -50%
TPCW
124
TD Private Client Wealth
New York
$29K +$29K +743 New
Fidelity Investments
125
Fidelity Investments
Massachusetts
$27.5K +$6.29K +161 +30%