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iShares Core Conservative Allocation ETF

158 hedge funds and large institutions have $271M invested in iShares Core Conservative Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+7
Holders Change %
+4.64%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
25
Increased
52
Reduced
57
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VF
126
VitalStone Financial
Texas
$73K -$42.8K -1,177 -37%
RG
127
Retirement Group
California
$72.3K
AF
128
Advisornet Financial
Minnesota
$68.4K +$10.4K +289 +18%
CPG
129
Cornerstone Planning Group
New Jersey
$33.6K -$1.74K -48 -5%
GWM
130
Geneos Wealth Management
Colorado
$32.7K
ASN
131
Advisory Services Network
Georgia
$32K +$32K +885 New
MWM
132
Mascoma Wealth Management
New Hampshire
$23.2K -$8.17K -226 -26%
RCM
133
Rain Capital Management
Oregon
$23.2K +$145 +4 +0.6%
PA
134
Parallel Advisors
California
$21.7K
DAM
135
Delta Asset Management
Tennessee
$21.7K
VWM
136
Venturi Wealth Management
Texas
$21.3K
NS
137
NBC Securities
Alabama
$20K
T
138
Tidemark
California
$19.9K +$19.9K +551 New
CMP
139
Coston McIsaac & Partners
Maine
$15K +$105 +3 +0.7%
HIA
140
Harbor Investment Advisory
Maryland
$13.8K +$108 +3 +0.8%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$12.4K
MIM
142
Macroview Investment Management
Maryland
$12.2K +$145 +4 +1%
GWMIA
143
Global Wealth Management Investment Advisory
Florida
$11.4K
IGWM
144
ICA Group Wealth Management
Colorado
$10K +$10K +277 New
FWM
145
FSA Wealth Management
Massachusetts
$10K +$10K +288 New
SWA
146
SOA Wealth Advisors
New York
$9.76K
FP
147
Financial Perspectives
Minnesota
$5.6K
HWM
148
Horizons Wealth Management
North Carolina
$5.35K
SS
149
Sunbelt Securities
Texas
$5.29K -$51.3K -1,415 -91%
JFA
150
JNBA Financial Advisors
Minnesota
$4.7K +$1.45K +40 +44%