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iShares Core Conservative Allocation ETF

148 hedge funds and large institutions have $247M invested in iShares Core Conservative Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 61 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-15
Holders Change %
-9.2%
% of All Funds
2.37%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
21
Increased
45
Reduced
61
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IGWM
126
ICA Group Wealth Management
Colorado
$24K +$2.52K +72 +12%
DAM
127
Delta Asset Management
Tennessee
$21.7K -$1.22K -35 -5%
PA
128
Parallel Advisors
California
$21K +$21K +601 New
VWM
129
Venturi Wealth Management
Texas
$20.6K +$20.6K +590 New
CMP
130
Coston McIsaac & Partners
Maine
$14K +$134 +4 +1%
AIP
131
Ahrens Investment Partners
Louisiana
$14K +$14K +400 New
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$12K +$36 +1 +0.3%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$12K
MIM
134
Macroview Investment Management
Maryland
$11.6K
WP
135
WealthShield Partners
North Carolina
$10.1K +$10.1K +290 New
BA
136
Bellwether Advisors
Nebraska
$9.75K +$1.36K +39 +16%
SWA
137
SOA Wealth Advisors
New York
$9.44K
FP
138
Financial Perspectives
Minnesota
$5.42K
SS
139
Sunbelt Securities
Texas
$5.23K +$5.23K +150 New
HWM
140
Horizons Wealth Management
North Carolina
$4.72K
SWM
141
Sugarloaf Wealth Management
Georgia
$3.74K -$353 -10 -9%
NA
142
NewEdge Advisors
Louisiana
$3.32K
FCA
143
FinTrust Capital Advisors
South Carolina
$2.99K
CAM
144
Costello Asset Management
Pennsylvania
$2.73K
NL
145
NVWM LLC
Pennsylvania
$1.64K +$489 +14 +42%
LOIP
146
Live Oak Investment Partners
Texas
$1.47K -$1.41K
Commonwealth Equity Services
147
Commonwealth Equity Services
Massachusetts
$1.45K -$96 -2,745 -6%
TRCT
148
Tower Research Capital (TRC)
New York
$1K -$2.68K -110 -73%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$35
AF
150
Affiance Financial
Minnesota
-$5.37M -159,885 Closed