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iShares Core Conservative Allocation ETF
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Overview Fund Activity

165 hedge funds and large institutions have $434M invested in iShares Core Conservative Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 72 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
–
Holders Change %
0%
% of All Funds
2.79%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
25
Increased
38
Reduced
72
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Trilogy Capital
California
$161M
2
ACA
2
Atlas Capital Advisors
Wyoming
$17.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$11.3M
4
CFP
4
Curran Financial Partners
South Carolina
$17.7M
5
RJA
5
Raymond James & Associates
Florida
$5.81M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$3.25M
2
FM
2
Forward Management
California
$7.29M
3
LPL Financial
3
LPL Financial
California
$26.7M
4
HWM
4
HB Wealth Management
Georgia
$0
5
SOS
5
Silver Oak Securities
Tennessee
$494K
Name Holding Trade Value Shares
Change 		Shares
Change %
PCFFS
126
Pacific Center for Financial Services
California
$89K – – –
MCC
127
Money Concepts Capital
Florida
$87K -$28.7K -821 -25%
MWM
128
Mascoma Wealth Management
New Hampshire
$82K +$12.7K +368 +18%
RG
129
Retirement Group
California
$69K – – –
SSC
130
Syverson Strege & Co
Iowa
$66K -$2.91K -84 -4%
HWMA
131
Heritage Wealth Management (Arizona)
Arizona
$63.6K – – –
TF
132
TimeScale Financial
Massachusetts
$61K -$930 -27 -2%
CI
133
CX Institutional
Indiana
$61K +$61K +1,776 New
SPIA
134
Steward Partners Investment Advisory
New York
$57K -$225K -6,555 -80%
HWA
135
Heritage Wealth Advisors
Virginia
$53K +$53K +1,519 New
GRP
136
Global Retirement Partners
California
$52K +$34 +1 +0.1%
AAP
137
Arax Advisory Partners
Colorado
$50K -$2.18K -63 -4%
BIA
138
Bell Investment Advisors
California
$46K +$46K +1,329 New
PFS
139
Prospera Financial Services
Texas
$43K -$8.84K -255 -17%
AF
140
Advisornet Financial
Minnesota
$38K -$764 -22 -2%
HNWAG
141
High Net Worth Advisory Group
Florida
$35K – – –
TWA
142
TCI Wealth Advisors
Arizona
$35K +$35K +1,000 New
TFGT
143
TS Financial Group (TSFG)
Illinois
$31K -$59.4K -1,700 -66%
AIP
144
Ahrens Investment Partners
Louisiana
$31K – – –
SWM
145
SeaCrest Wealth Management
New York
$31K +$31K +900 New
APA
146
American Portfolios Advisors
New York
$27.9K – – –
TFA
147
Toth Financial Advisory
Virginia
$27K +$27K +776 New
HWM
148
Horizons Wealth Management
North Carolina
$20K +$20K +559 New
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
SJIA
150
St. James Investment Advisors
New York
$16K -$7.91K -224 -33%
4 5
6
7 8