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iShares Core Conservative Allocation ETF
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Overview Fund Activity

165 hedge funds and large institutions have $434M invested in iShares Core Conservative Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 72 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
–
Holders Change %
0%
% of All Funds
2.79%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
25
Increased
38
Reduced
72
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
Trilogy Capital
California
$161M
2
ACA
Atlas Capital Advisors
Wyoming
$17.9M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$11.3M
4
CFP
Curran Financial Partners
South Carolina
$17.7M
5
RJA
Raymond James & Associates
Florida
$5.81M

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
$3.25M
2
FM
Forward Management
California
$7.29M
3
LPL Financial
LPL Financial
California
$26.7M
4
HWM
HB Wealth Management
Georgia
$0
5
SOS
Silver Oak Securities
Tennessee
$494K
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
151
Coston McIsaac & Partners
Maine
$14K +$14K +411 New
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$13K – – –
JFA
153
JNBA Financial Advisors
Minnesota
$13K +$69 +2 +0.5%
LFG
154
Larson Financial Group
Missouri
$12K -$189K -5,544 -94%
MIM
155
Macroview Investment Management
Maryland
$11K – – –
GWMIA
156
Global Wealth Management Investment Advisory
Florida
$11K – – –
LPP
157
Life Planning Partners
Florida
$10K – – –
SWA
158
SOA Wealth Advisors
New York
$9K – – –
SWM
159
Sugarloaf Wealth Management
Georgia
$4K – – –
BA
160
Bellwether Advisors
Nebraska
$4K +$1.65K +55 +71%
CAM
161
Costello Asset Management
Pennsylvania
$3K – – –
LPWM
162
Lake Point Wealth Management
Texas
$2K – – –
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$1K -$263K -4,471 -100%
DWP
164
Destiny Wealth Partners
Florida
$1K -$80 -2 -7%
HWM
165
HB Wealth Management
Georgia
– -$2.04M -54,269 Closed
AT
166
American Trust
Kentucky
– -$1.63M -37,993 Closed
Goldman Sachs
167
Goldman Sachs
New York
– -$950K -25,225 Closed
WSTAM
168
Wilbanks Smith & Thomas Asset Management
Virginia
– -$841K -23,540 Closed
BPA
169
Beacon Pointe Advisors
California
– -$790K -20,978 Closed
CCFM
170
Clear Creek Financial Management
Washington
– -$676K -17,933 Closed
SS
171
Sunbelt Securities
Texas
– -$559K -14,802 Closed
RWA
172
Redhawk Wealth Advisors
Minnesota
– -$360K -9,553 Closed
ASN
173
Advisory Services Network
Georgia
– -$316K -8,377 Closed
VWA
174
Visionary Wealth Advisors
Illinois
– -$284K -7,530 Closed
OAM
175
Oppenheimer Asset Management
New York
– -$280K -7,438 Closed
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