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iShares Core Conservative Allocation ETF
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Overview Fund Activity

155 hedge funds and large institutions have $190M invested in iShares Core Conservative Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 61 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
18
Increased
44
Reduced
61
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAG
SageView Advisory Group
California
+$3.57M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$2.76M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.54M
4
CST
Charles Schwab Trust
Nevada
+$1.07M
5
E3F
Eight 31 Financial
Texas
+$927K

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$15.6M
2
Wells Fargo
Wells Fargo
California
-$11.9M
3
WA
Win Advisors
Florida
-$11.4M
4
Morgan Stanley
Morgan Stanley
New York
-$8.89M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
151
Tower Research Capital (TRC)
New York
$1.95K +$1.92K +52 +5,200%
CFS
152
CGC Financial Services
Oregon
$1.22K – – –
CA
153
Continuum Advisory
Idaho
$1.02K +$1.02K +28 New
BNP Paribas Financial Markets
154
BNP Paribas Financial Markets
France
$37 – – –
Fidelity Investments
155
Fidelity Investments
Massachusetts
$37 +$37 +1 New
FFO
156
Fortitude Family Office
Arizona
$3 -$3 – –
WA
157
Win Advisors
Florida
– -$11.4M -316,595 Closed
RL
158
Retireful LLC
Michigan
– -$3.64M -100,668 Closed
TCMP
159
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$3.59M -99,188 Closed
LCWP
160
Legacy Capital Wealth Partners
Arkansas
– -$2.06M -57,067 Closed
Truist Financial
161
Truist Financial
North Carolina
– -$1.39M -38,398 Closed
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
– -$1.01M -27,824 Closed
FWP
163
Family Wealth Partners
North Carolina
– -$386K -10,689 Closed
FPAS
164
Focus Partners Advisor Solutions
Missouri
– -$386K -10,689 Closed
MA
165
Mutual Advisors
Nebraska
– -$320K -8,842 Closed
NWM
166
Napa Wealth Management
California
– -$221K -6,106 Closed
VAS
167
Vestmark Advisory Solutions
Massachusetts
– -$215K -5,953 Closed
KOC
168
Koss-Olinger Consulting
Florida
– -$208K -5,744 Closed
Renaissance Technologies
169
Renaissance Technologies
New York
– -$202K -5,600 Closed
WA
170
WestEnd Advisors
North Carolina
– -$198K -5,486 Closed
HFS
171
Hantz Financial Services
Michigan
– -$155K -4,297 Closed
ASN
172
Advisory Services Network
Georgia
– -$32K -885 Closed
PA
173
Parallel Advisors
California
– -$21.7K -601 Closed
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
– -$12.4K -342 Closed
GWMIA
175
Global Wealth Management Investment Advisory
Florida
– -$11.4K -315 Closed
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