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iShares Core Conservative Allocation ETF

155 hedge funds and large institutions have $190M invested in iShares Core Conservative Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 61 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
18
Increased
44
Reduced
61
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CTB
126
Country Trust Bank
Illinois
$25.9K +$25.9K +702 New
RCM
127
Rain Capital Management
Oregon
$23.9K +$258 +7 +1%
DAM
128
Delta Asset Management
Tennessee
$22.1K
VWM
129
Venturi Wealth Management
Texas
$21.7K
NS
130
NBC Securities
Alabama
$21K
AIC
131
Archer Investment Corporation
Indiana
$20.4K +$20.4K +553 New
T
132
Tidemark
California
$20.3K
MIM
133
Macroview Investment Management
Maryland
$17.4K +$5.04K +137 +41%
CMP
134
Coston McIsaac & Partners
Maine
$15K +$174 +5 +1%
HIA
135
Harbor Investment Advisory
Maryland
$14K
MWM
136
Mascoma Wealth Management
New Hampshire
$13.6K -$10.1K -275 -43%
FCAS
137
First Command Advisory Services
Texas
$11.5K +$11.5K +312 New
FWM
138
FSA Wealth Management
Massachusetts
$10.6K
IGWM
139
ICA Group Wealth Management
Colorado
$10.2K
SWA
140
SOA Wealth Advisors
New York
$9.94K
JFA
141
JNBA Financial Advisors
Minnesota
$6.37K +$1.58K +43 +33%
FP
142
Financial Perspectives
Minnesota
$5.71K
SS
143
Sunbelt Securities
Texas
$5.4K
HWM
144
Horizons Wealth Management
North Carolina
$5.35K
NL
145
NVWM LLC
Pennsylvania
$4.86K +$2.62K +71 +116%
SWM
146
Sugarloaf Wealth Management
Georgia
$4.06K
NA
147
NewEdge Advisors
Louisiana
$3.5K
RFG
148
RFP Financial Group
Georgia
$2.62K
BTI
149
Blue Trust Inc
Georgia
$2.21K +$2.21K +60 New
PA
150
Pineridge Advisors
Missouri
$2.04K -$186 -5 -8%