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iShares Core Conservative Allocation ETF

148 hedge funds and large institutions have $171M invested in iShares Core Conservative Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-15
Holders Change %
-9.2%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
51
Reduced
56
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BA
126
Bellwether Advisors
Nebraska
$23K +$1.28K +34 +6%
ACA
127
Aptus Capital Advisors
Alabama
$22.6K -$38 -1 -0.2%
DAM
128
Delta Asset Management
Tennessee
$22.6K
HIA
129
HFM Investment Advisors
New Jersey
$21.3K +$21.3K +565 New
NS
130
NBC Securities
Alabama
$21K +$21K +575 New
AIC
131
Archer Investment Corporation
Indiana
$20.8K
T
132
Tidemark
California
$20.7K
Fidelity Investments
133
Fidelity Investments
Massachusetts
$20.5K +$10.2K +270 +99%
CI
134
CX Institutional
Indiana
$18K +$18K +471 New
CMP
135
Coston McIsaac & Partners
Maine
$16K +$72 +2 +0.5%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$15.8K +$6.44K +171 +68%
HIA
137
Harbor Investment Advisory
Maryland
$13.1K
FWM
138
FSA Wealth Management
Massachusetts
$10.8K
Qube Research & Technologies (QRT)
139
Qube Research & Technologies (QRT)
United Kingdom
$7.3K
MWM
140
Mascoma Wealth Management
New Hampshire
$6.89K -$376 -10 -5%
FP
141
Financial Perspectives
Minnesota
$5.83K
HWM
142
Horizons Wealth Management
North Carolina
$5.72K
JFA
143
JNBA Financial Advisors
Minnesota
$4.97K +$4.97K +132 New
PA
144
Pineridge Advisors
Missouri
$2.16K
CA
145
Continuum Advisory
Idaho
$1.05K
CA
146
Clearstead Advisors
Ohio
$566 +$566 +15 New
CIAS
147
Capital Investment Advisory Services
North Carolina
$489 -$17.3K -460 -97%
TRCT
148
Tower Research Capital (TRC)
New York
$38
FFO
149
Fortitude Family Office
Arizona
$4 -$622K -16,665 Closed
FA
150
Forefront Analytics
Pennsylvania
-$13M -347,277 Closed