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iShares Core Conservative Allocation ETF

150 hedge funds and large institutions have $181M invested in iShares Core Conservative Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+2
Holders Change %
+1.35%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
20
Increased
57
Reduced
51
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
126
Global Retirement Partners
California
$25.9K +$25.9K +662 New
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$25.4K +$8.95K +229 +54%
BA
128
Bellwether Advisors
Nebraska
$25.2K +$1.37K +35 +6%
AIC
129
Archer Investment Corporation
Indiana
$24.1K +$2.5K +64 +12%
ACA
130
Aptus Capital Advisors
Alabama
$23.5K
HIA
131
HFM Investment Advisors
New Jersey
$22.4K +$351 +9 +2%
NS
132
NBC Securities
Alabama
$22K
DAM
133
Delta Asset Management
Tennessee
$21.9K -$1.52K -39 -7%
T
134
Tidemark
California
$21.5K
CI
135
CX Institutional
Indiana
$20K +$1.46K +37 +8%
WA
136
WestEnd Advisors
North Carolina
$18.6K +$18.6K +476 New
CMP
137
Coston McIsaac & Partners
Maine
$17K +$114 +3 +0.7%
HIA
138
Harbor Investment Advisory
Maryland
$13.6K
MYIA
139
Mount Yale Investment Advisors
Colorado
$13K +$13K +332 New
SS
140
Sunbelt Securities
Texas
$11.8K -$12.4K -331 -51%
PTC
141
Private Trust Company
Ohio
$11.7K +$11.7K +300 New
FWM
142
FSA Wealth Management
Massachusetts
$11.3K
MWM
143
Mascoma Wealth Management
New Hampshire
$7.15K
NL
144
NVWM LLC
Pennsylvania
$6.88K +$6.88K +176 New
Qube Research & Technologies (QRT)
145
Qube Research & Technologies (QRT)
United Kingdom
$6.21K -$1.37K -35 -18%
HWM
146
Horizons Wealth Management
North Carolina
$5.94K
PA
147
Pineridge Advisors
Missouri
$2.26K +$39 +1 +2%
CA
148
Clearstead Advisors
Ohio
$592
CIAS
149
Capital Investment Advisory Services
North Carolina
$508
TPWA
150
Twin Peaks Wealth Advisors
California
$19