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iShares Core Conservative Allocation ETF
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Overview Fund Activity

163 hedge funds and large institutions have $326M invested in iShares Core Conservative Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 43 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+12
Holders Change %
+7.95%
% of All Funds
2.63%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
41
Increased
43
Reduced
65
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
$21.1M
2
Bank of America
Bank of America
North Carolina
$20.3M
3
WAM
WNY Asset Management
New York
$12M
4
CAM
Congress Asset Management
Massachusetts
$11.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.24M

Top Sellers

1
TC
Trilogy Capital
California
$358K
2
CFP
Curran Financial Partners
South Carolina
$7.85M
3
Jane Street
Jane Street
New York
$0
4
FA
Financial Advisors
Massachusetts
$239K
5
SOS
Silver Oak Securities
Tennessee
$446K
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
151
Horizons Wealth Management
North Carolina
$5K -$15.7K -424 -76%
TRCT
152
Tower Research Capital (TRC)
New York
$5K +$5K +151 New
SWM
153
Sugarloaf Wealth Management
Georgia
$3.89K +$34 +1 +0.9%
DWP
154
Destiny Wealth Partners
Florida
$3.09K +$2.25K +67 +268%
FCA
155
FinTrust Capital Advisors
South Carolina
$2.99K – – –
CAM
156
Costello Asset Management
Pennsylvania
$2.62K – – –
LOIP
157
Live Oak Investment Partners
Texas
$1.41K – – –
NL
158
NVWM LLC
Pennsylvania
$1.11K +$706 +21 +175%
AWM
159
Accurate Wealth Management
Florida
$1.03K +$1.03K +30 New
PAG
160
Private Advisor Group
New Jersey
$698 -$133 -3,953 -16%
SJIA
161
St. James Investment Advisors
New York
$34 -$12.6K -372 -100%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$34 -$68 -2 -67%
CMP
163
Coston McIsaac & Partners
Maine
$13 – +2 +0.5%
NA
164
NewEdge Advisors
Louisiana
$3 +$3 +95 New
FM
165
Forward Management
California
– -$7.52M -230,640 Closed
Jane Street
166
Jane Street
New York
– -$4.93M -151,021 Closed
YWS
167
Yarger Wealth Strategies
Ohio
– -$1.15M -35,194 Closed
FFN
168
Focus Financial Network
Minnesota
– -$956K -29,321 Closed
PAA
169
Peregrine Asset Advisers
Oregon
– -$815K -24,988 Closed
RFA
170
RTD Financial Advisors
Pennsylvania
– -$423K -12,961 Closed
WWM
171
Western Wealth Management
Colorado
– -$380K -11,640 Closed
TWP
172
Tempus Wealth Planning
California
– -$378K -11,578 Closed
Citadel Advisors
173
Citadel Advisors
Florida
– -$296K -9,062 Closed
AWM
174
Axxcess Wealth Management
California
– -$265K -8,128 Closed
TPWA
175
TRUE Private Wealth Advisors
Oregon
– -$253K -7,765 Closed
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