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iShares Core Conservative Allocation ETF
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Overview Fund Activity

151 hedge funds and large institutions have $406M invested in iShares Core Conservative Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-14
Holders Change %
-8.48%
% of All Funds
2.61%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
17
Increased
43
Reduced
73
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$17.5M
2
FA
Financial Advisors
Massachusetts
$4.37M
3
Jane Street
Jane Street
New York
$4.93M
4
Bank of America
Bank of America
North Carolina
$7.56M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.13M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.2M
2
Morgan Stanley
Morgan Stanley
New York
$8.5M
3
SWM
Spire Wealth Management
Virginia
$0
4
Stifel Financial
Stifel Financial
Missouri
$582K
5
CFP
Curran Financial Partners
South Carolina
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNWAG
126
High Net Worth Advisory Group
Florida
$33K – – –
GWM
127
Geneos Wealth Management
Colorado
$29K -$175K -5,431 -86%
APA
128
American Portfolios Advisors
New York
$22.5K -$3.82K -117 -14%
T. Rowe Price Associates
129
T. Rowe Price Associates
Maryland
$19K +$19K +569 New
HWM
130
Horizons Wealth Management
North Carolina
$18K – – –
HWMA
131
Heritage Wealth Management (Arizona)
Arizona
$14K -$44.5K -1,400 -76%
CMP
132
Coston McIsaac & Partners
Maine
$13K +$63 +2 +0.5%
SJIA
133
St. James Investment Advisors
New York
$12K -$2.57K -80 -18%
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$12K – – –
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$11K -$6.74K -201 -38%
MIM
136
Macroview Investment Management
Maryland
$11K – – –
LPP
137
Life Planning Partners
Florida
$9.04K – – –
AF
138
Affiance Financial
Minnesota
$9K +$9K +274 New
JFA
139
JNBA Financial Advisors
Minnesota
$8K -$4.38K -134 -35%
SWA
140
SOA Wealth Advisors
New York
$8K – – –
FP
141
Financial Perspectives
Minnesota
$5.06K +$5.06K +155 New
WA
142
WestEnd Advisors
North Carolina
$5K -$352K -11,394 -99%
BA
143
Bellwether Advisors
Nebraska
$5K +$1.18K +41 +31%
SWM
144
Sugarloaf Wealth Management
Georgia
$4K +$35 +1 +0.9%
CAM
145
Costello Asset Management
Pennsylvania
$3K – – –
FCA
146
FinTrust Capital Advisors
South Carolina
$3K +$3K +89 New
DWP
147
Destiny Wealth Partners
Florida
$1K – – –
Lazard Asset Management
148
Lazard Asset Management
New York
$1K – – –
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$361 +$361 +10,600 New
SWM
150
Spire Wealth Management
Virginia
– -$2.47M -71,508 Closed
4 5
6
7 8