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iShares Core Conservative Allocation ETF

148 hedge funds and large institutions have $219M invested in iShares Core Conservative Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
Holders Change %
0%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
17
Increased
37
Reduced
71
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
126
Parallel Advisors
California
$21.2K
VWM
127
Venturi Wealth Management
Texas
$20.8K
IGWM
128
ICA Group Wealth Management
Colorado
$20K -$4.23K -120 -17%
CMP
129
Coston McIsaac & Partners
Maine
$14K +$67 +2 +0.5%
HIA
130
Harbor Investment Advisory
Maryland
$13.3K -$43.3K -1,230 -76%
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$12.1K
MIM
132
Macroview Investment Management
Maryland
$11.7K
GWMIA
133
Global Wealth Management Investment Advisory
Florida
$11.1K +$11.1K +315 New
CPG
134
Cornerstone Planning Group
New Jersey
$10.9K +$10.9K +311 New
WP
135
WealthShield Partners
North Carolina
$10.2K
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$10K -$1.41K -41 -12%
SWA
137
SOA Wealth Advisors
New York
$9.52K
FP
138
Financial Perspectives
Minnesota
$5.46K
HWM
139
Horizons Wealth Management
North Carolina
$4.76K
SWM
140
Sugarloaf Wealth Management
Georgia
$3.79K +$70 +2 +2%
NA
141
NewEdge Advisors
Louisiana
$3.35K
FCA
142
FinTrust Capital Advisors
South Carolina
$2.99K
RFG
143
RFP Financial Group
Georgia
$2.51K +$2.51K +71 New
NL
144
NVWM LLC
Pennsylvania
$2.15K +$493 +14 +30%
JFA
145
JNBA Financial Advisors
Minnesota
$1.97K +$1.97K +56 New
TRCT
146
Tower Research Capital (TRC)
New York
$1.97K +$528 +15 +37%
LOIP
147
Live Oak Investment Partners
Texas
$1.48K -$1.47K
CFS
148
CGC Financial Services
Oregon
$1.16K +$1.16K +33 New
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
$564 +$564 +16 New
MP
150
Mangrove Partners
Connecticut
-$9.45M -270,253 Closed