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iShares Core Conservative Allocation ETF
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Overview Fund Activity

151 hedge funds and large institutions have $406M invested in iShares Core Conservative Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-14
Holders Change %
-8.48%
% of All Funds
2.61%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
17
Increased
43
Reduced
73
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$17.5M
2
FA
Financial Advisors
Massachusetts
$4.37M
3
Jane Street
Jane Street
New York
$4.93M
4
Bank of America
Bank of America
North Carolina
$7.56M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.13M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.2M
2
Morgan Stanley
Morgan Stanley
New York
$8.5M
3
SWM
Spire Wealth Management
Virginia
$0
4
Stifel Financial
Stifel Financial
Missouri
$582K
5
CFP
Curran Financial Partners
South Carolina
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWA
151
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$1.19M -34,447 Closed
OC
152
Oppenheimer & Co
New York
– -$1.13M -32,732 Closed
RBFC
153
Roman Butler Fullerton & Co
Missouri
– -$661K -19,100 Closed
FAIM
154
Financial Advocates Investment Management
Washington
– -$588K -17,020 Closed
MWM
155
Meridian Wealth Management
Kentucky
– -$434K -12,545 Closed
SI
156
Stephens Inc
Arkansas
– -$323K -9,337 Closed
CHA
157
Cooper/Haims Advisors
New York
– -$318K -9,201 Closed
WI
158
WBI Investments
New Jersey
– -$306K -9,004 Closed
DP
159
Divergent Planning
Maryland
– -$269K -7,774 Closed
EH
160
Equitable Holdings
New York
– -$264K -7,642 Closed
Renaissance Technologies
161
Renaissance Technologies
New York
– -$249K -7,200 Closed
AWA
162
Acorn Wealth Advisors
Michigan
– -$247K -7,138 Closed
SG
163
StoneX Group
New York
– -$243K -7,021 Closed
PAMG
164
Patton Albertson Miller Group
Tennessee
– -$233K -6,729 Closed
CA
165
CoreCap Advisors
Michigan
– -$126K -3,634 Closed
RG
166
Retirement Group
California
– -$69K -2,000 Closed
CI
167
CX Institutional
Indiana
– -$61K -1,776 Closed
HWA
168
Heritage Wealth Advisors
Virginia
– -$53K -1,519 Closed
BIA
169
Bell Investment Advisors
California
– -$46K -1,329 Closed
PFS
170
Prospera Financial Services
Texas
– -$43K -1,240 Closed
TWA
171
TCI Wealth Advisors
Arizona
– -$35K -1,000 Closed
AIP
172
Ahrens Investment Partners
Louisiana
– -$31K -900 Closed
SWM
173
SeaCrest Wealth Management
New York
– -$31K -900 Closed
TFGT
174
TS Financial Group (TSFG)
Illinois
– -$31K -887 Closed
TFA
175
Toth Financial Advisory
Virginia
– -$27K -776 Closed
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