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iShares Core Conservative Allocation ETF
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Overview Fund Activity

147 hedge funds and large institutions have $277M invested in iShares Core Conservative Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+17
Holders Change %
+13.08%
% of All Funds
2.61%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
30
Increased
59
Reduced
43
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
FormulaFolio Investments
Michigan
+$12.2M
2
Bank of America
Bank of America
North Carolina
+$10.1M
3
LPL Financial
LPL Financial
California
+$7.91M
4
MFS
Madrona Financial Services
Washington
+$5.52M
5
CCFM
Clear Creek Financial Management
Washington
+$3.44M

Top Sellers

1
WAS
Wealth Advisory Solutions
Indiana
-$2.3M
2
DWM
Darwin Wealth Management
Florida
-$2.24M
3
BCM
Brookstone Capital Management
Illinois
-$1.87M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.85M
5
BFG
Barber Financial Group
Kansas
-$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
151
Sunbelt Securities
Texas
– -$817K -21,974 Closed
Bank of New York Mellon
152
Bank of New York Mellon
New York
– -$604K -16,250 Closed
Wolverine Trading
153
Wolverine Trading
Illinois
– -$430K -11,560 Closed
Citadel Advisors
154
Citadel Advisors
Florida
– -$404K -10,865 Closed
HPC
155
Hobart Private Capital
North Carolina
– -$210K -5,639 Closed
F
156
F3Logic
Minnesota
– -$13.3K -357 Closed
RIM
157
Rockbridge Investment Management
New York
– -$6K -161 Closed
GAM
158
Gemmer Asset Management
California
– -$3K -85 Closed
FHA
159
Flagship Harbor Advisors
Massachusetts
– -$1K -50 Closed
3 4 5 6
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