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iShares Core Conservative Allocation ETF

159 hedge funds and large institutions have $170M invested in iShares Core Conservative Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+4
Holders Change %
+2.58%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
22
Increased
42
Reduced
65
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VF
126
VitalStone Financial
Texas
$43.6K -$33.1K -897 -43%
CPG
127
Cornerstone Planning Group
New Jersey
$43.5K +$1.45K +39 +3%
GWM
128
Geneos Wealth Management
Colorado
$33.4K
EWM
129
EPG Wealth Management
Georgia
$31.4K -$31.2K -846 Closed
DAM
130
Delta Asset Management
Tennessee
$22.2K
VWM
131
Venturi Wealth Management
Texas
$21.8K
NS
132
NBC Securities
Alabama
$21K
Qube Research & Technologies (QRT)
133
Qube Research & Technologies (QRT)
United Kingdom
$20.9K -$353K -9,548 -94%
AIC
134
Archer Investment Corporation
Indiana
$20.4K
T
135
Tidemark
California
$20.3K
MIM
136
Macroview Investment Management
Maryland
$17.6K +$111 +3 +0.6%
CMP
137
Coston McIsaac & Partners
Maine
$16K +$74 +2 +0.5%
MWM
138
Mascoma Wealth Management
New Hampshire
$13.6K
HFS
139
Hantz Financial Services
Michigan
$13K +$13K +357 New
HIA
140
Harbor Investment Advisory
Maryland
$12.2K -$1.85K -50 -13%
FCAS
141
First Command Advisory Services
Texas
$11.5K
SS
142
Sunbelt Securities
Texas
$10.4K +$5.03K +136 +93%
SAM
143
Smartleaf Asset Management
Massachusetts
$10.4K +$10.4K +281 New
IGWM
144
ICA Group Wealth Management
Colorado
$10.2K
SWA
145
SOA Wealth Advisors
New York
$9.97K
JFA
146
JNBA Financial Advisors
Minnesota
$8.64K +$2.25K +61 +35%
FP
147
Financial Perspectives
Minnesota
$5.72K
HWM
148
Horizons Wealth Management
North Carolina
$5.51K
NL
149
NVWM LLC
Pennsylvania
$4.87K
SWM
150
Sugarloaf Wealth Management
Georgia
$4.1K +$37 +1 +0.9%