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iShares Core Conservative Allocation ETF
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Overview Fund Activity

151 hedge funds and large institutions have $202M invested in iShares Core Conservative Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+3
Holders Change %
+2.03%
% of All Funds
2.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
17
Increased
42
Reduced
64
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$7.55M
2
CFP
Curran Financial Partners
South Carolina
+$3.83M
3
LCWP
Legacy Capital Wealth Partners
Arkansas
+$1.37M
4
SOS
Silver Oak Securities
Tennessee
+$1.26M
5
Morgan Stanley
Morgan Stanley
New York
+$914K

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$7.5M
2
Jane Street
Jane Street
New York
-$5.85M
3
WAM
WNY Asset Management
New York
-$2.18M
4
Lido Advisors
Lido Advisors
California
-$1.47M
5
LPL Financial
LPL Financial
California
-$1.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
126
Qube Research & Technologies (QRT)
United Kingdom
$23.3K +$23.3K +687 New
RCM
127
Rain Capital Management
Oregon
$21.7K -$10.8K -319 -33%
PA
128
Parallel Advisors
California
$20.4K – – –
DAM
129
Delta Asset Management
Tennessee
$20.4K -$679 -20 -3%
VWM
130
Venturi Wealth Management
Texas
$20K – – –
NS
131
NBC Securities
Alabama
$19K +$19K +575 New
CMP
132
Coston McIsaac & Partners
Maine
$14K +$99 +3 +0.7%
HIA
133
Harbor Investment Advisory
Maryland
$12.8K – – –
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$11.6K – – –
WA
135
WestEnd Advisors
North Carolina
$11.3K +$11.3K +332 New
MIM
136
Macroview Investment Management
Maryland
$11.3K +$34 +1 +0.3%
GWMIA
137
Global Wealth Management Investment Advisory
Florida
$10.7K – – –
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$10K +$68 +2 +0.7%
WP
139
WealthShield Partners
North Carolina
$9.85K – – –
SWA
140
SOA Wealth Advisors
New York
$9.17K – – –
FP
141
Financial Perspectives
Minnesota
$5.26K – – –
HWM
142
Horizons Wealth Management
North Carolina
$5.03K +$441 +13 +10%
SWM
143
Sugarloaf Wealth Management
Georgia
$3.68K – – –
NA
144
NewEdge Advisors
Louisiana
$3.23K – – –
JFA
145
JNBA Financial Advisors
Minnesota
$3.06K +$1.16K +34 +61%
RFG
146
RFP Financial Group
Georgia
$2.42K – – –
NL
147
NVWM LLC
Pennsylvania
$2.07K – – –
TRCT
148
Tower Research Capital (TRC)
New York
$1.56K -$340 -10 -18%
LOIP
149
Live Oak Investment Partners
Texas
$1.43K -$1.48K – –
CFS
150
CGC Financial Services
Oregon
$1.12K – – –
3 4 5
6
7