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iShares Core Conservative Allocation ETF
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Overview Fund Activity

158 hedge funds and large institutions have $271M invested in iShares Core Conservative Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+7
Holders Change %
+4.64%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
52
Reduced
57
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$17.7M
2
RJA
Raymond James & Associates
Florida
$15.7M
3
WA
Win Advisors
Florida
$11.4M
4
Morgan Stanley
Morgan Stanley
New York
$15M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.68M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$4.7M
2
LPL Financial
LPL Financial
California
$16.2M
3
CFP
Curran Financial Partners
South Carolina
$5.69M
4
Jane Street
Jane Street
New York
$1.39M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$5.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
151
Sugarloaf Wealth Management
Georgia
$3.97K +$72 +2 +2%
NA
152
NewEdge Advisors
Louisiana
$3.43K – – –
RFG
153
RFP Financial Group
Georgia
$2.57K – – –
NL
154
NVWM LLC
Pennsylvania
$2.21K – – –
PA
155
Pineridge Advisors
Missouri
$2.16K +$2.16K +60 New
BWL
156
Bogart Wealth LLC
Virginia
$1.45K +$1.45K +40 New
CFS
157
CGC Financial Services
Oregon
$1.19K – – –
TRCT
158
Tower Research Capital (TRC)
New York
$36 -$1.62K -45 -98%
BNP Paribas Financial Markets
159
BNP Paribas Financial Markets
France
$36 +$36 +1 New
FFO
160
Fortitude Family Office
Arizona
$3 – – –
TLFA
161
True Link Financial Advisors
California
– -$1.59M -46,782 Closed
AAS
162
Avantax Advisory Services
Texas
– -$381K -11,212 Closed
JAWM
163
J. Arnold Wealth Management
Ohio
– -$375K -11,018 Closed
RFA
164
RTD Financial Advisors
Pennsylvania
– -$369K -10,866 Closed
Legacy Financial Group (Iowa)
165
Legacy Financial Group (Iowa)
Iowa
– -$349K -10,290 Closed
Mercer Global Advisors
166
Mercer Global Advisors
Colorado
– -$329K -9,682 Closed
VFP
167
Verus Financial Partners
Virginia
– -$242K -7,148 Closed
TSS
168
Two Sigma Securities
New York
– -$235K -6,926 Closed
OIA
169
OneDigital Investment Advisors
Kansas
– -$230K -6,775 Closed
IWC
170
Integrated Wealth Concepts
Massachusetts
– -$204K -6,012 Closed
FPCP
171
Fort Point Capital Partners
California
– -$203K -5,987 Closed
RIA
172
Realta Investment Advisors
Delaware
– -$41.9K -1,190 Closed
CSPIA
173
Cary Street Partners Investment Advisory
Virginia
– -$27.2K -800 Closed
Bessemer Group
174
Bessemer Group
New Jersey
– -$26K -751 Closed
WP
175
WealthShield Partners
North Carolina
– -$9.85K -290 Closed
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