AOK icon

iShares Core Conservative Allocation ETF

159 hedge funds and large institutions have $170M invested in iShares Core Conservative Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+4
Holders Change %
+2.58%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
22
Increased
42
Reduced
65
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Jones Financial Companies
151
Jones Financial Companies
Missouri
$3.7K +$3.7K +100 New
RFG
152
RFP Financial Group
Georgia
$2.63K
BTI
153
Blue Trust Inc
Georgia
$2.21K
PA
154
Pineridge Advisors
Missouri
$2.06K +$37 +1 +2%
CFS
155
CGC Financial Services
Oregon
$1.22K
HFA
156
Hershey Financial Advisers
Pennsylvania
$1.22K +$1.22K +33 New
CA
157
Continuum Advisory
Idaho
$1.03K
TRCT
158
Tower Research Capital (TRC)
New York
$332 -$1.62K -44 -83%
Fidelity Investments
159
Fidelity Investments
Massachusetts
$74 +$37 +1 +100%
FFA
160
Farther Finance Advisors
California
$37 +$37 +1 New
FFO
161
Fortitude Family Office
Arizona
$4 -$3
SAG
162
SageView Advisory Group
California
-$3.57M -70,682 Closed
CST
163
Charles Schwab Trust
Nevada
-$1.07M -28,959 Closed
DWM
164
Darwin Wealth Management
Florida
-$708K -19,239 Closed
G
165
Gainplan
Michigan
-$484K -13,149 Closed
AA
166
Advisory Alpha
Michigan
-$284K -7,714 Closed
CAAS
167
Capital Asset Advisory Services
Michigan
-$242K -6,638 Closed
ES
168
Eagle Strategies
New York
-$222K -6,028 Closed
WWM
169
Western Wealth Management
Colorado
-$208K -5,660 Closed
CA
170
CoreCap Advisors
Michigan
-$31.5K -856 Closed
CTB
171
Country Trust Bank
Illinois
-$25.9K -702 Closed
RCM
172
Rain Capital Management
Oregon
-$23.9K -650 Closed
BNP Paribas Financial Markets
173
BNP Paribas Financial Markets
France
-$37 -1 Closed