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iShares Core Conservative Allocation ETF
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Overview Fund Activity

148 hedge funds and large institutions have $247M invested in iShares Core Conservative Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 61 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-15
Holders Change %
-9.2%
% of All Funds
2.37%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
21
Increased
45
Reduced
61
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
$12.8M
2
Jane Street
Jane Street
New York
$11.4M
3
MP
Mangrove Partners
Connecticut
$9.45M
4
TC
Trilogy Capital
California
$3.6M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$8.61M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$454K
2
Wells Fargo
Wells Fargo
California
$3.83M
3
Bank of America
Bank of America
North Carolina
$9.98M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$624K
5
CAM
Congress Asset Management
Massachusetts
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
– -$4.59M -136,612 Closed
GA
152
Gateway Advisory
New Jersey
– -$3.82M -113,545 Closed
ACG
153
Allen Capital Group
Nebraska
– -$3.41M -101,390 Closed
VAS
154
Vestmark Advisory Solutions
Massachusetts
– -$2.08M -62,035 Closed
RJT
155
Raymond James Trust
Florida
– -$1.73M -51,366 Closed
Truist Financial
156
Truist Financial
North Carolina
– -$1.48M -44,048 Closed
AAS
157
Annex Advisory Services
Wisconsin
– -$1.16M -34,638 Closed
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
– -$992K -29,530 Closed
Franklin Resources
159
Franklin Resources
California
– -$952K -28,331 Closed
AT
160
Arden Trust
Delaware
– -$952K -28,331 Closed
KFP
161
KMG Fiduciary Partners
Ohio
– -$812K -24,172 Closed
CWM
162
Chicago Wealth Management
Illinois
– -$641K -19,068 Closed
JCM
163
Janney Capital Management
Pennsylvania
– -$577K -17,175 Closed
PA
164
PFG Advisors
Arizona
– -$401K -11,935 Closed
JAWM
165
J. Arnold Wealth Management
Ohio
– -$386K -11,478 Closed
CGL
166
Clarius Group LLC
Washington
– -$365K -10,854 Closed
AWMS
167
Advocacy Wealth Management Services
Georgia
– -$326K -9,695 Closed
LHEI
168
Leo H. Evart Inc
California
– -$287K -8,545 Closed
TSS
169
Two Sigma Securities
New York
– -$256K -7,616 Closed
FAAM
170
First Ascent Asset Management
Colorado
– -$250K -7,452 Closed
WDL
171
Well Done LLC
Michigan
– -$244K -7,272 Closed
FA
172
Financial Advisors
Massachusetts
– -$239K -7,108 Closed
MCC
173
Money Concepts Capital
Florida
– -$75.9K -2,258 Closed
RIA
174
Realta Investment Advisors
Delaware
– -$59.8K -1,780 Closed
GRP
175
Global Retirement Partners
California
– -$51.8K -1,540 Closed
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