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iShares Core Conservative Allocation ETF
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Overview Fund Activity

154 hedge funds and large institutions have $163M invested in iShares Core Conservative Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-5
Holders Change %
-3.14%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
53
Reduced
57
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
GeoWealth Management
Illinois
$7.41M
2
ECA
Elevation Capital Advisory
Oregon
$5.68M
3
OMC
Old Mission Capital
Illinois
$1.56M
4
LPL Financial
LPL Financial
California
$17.8M
5
GS
GTS Securities
New York
$920K

Top Sellers

1
ACA
Atlas Capital Advisors
Wyoming
$0
2
Goldman Sachs
Goldman Sachs
New York
$922K
3
Jane Street
Jane Street
New York
$0
4
WAM
WNY Asset Management
New York
$329K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
151
CGC Financial Services
Oregon
$1.28K – – –
CA
152
Continuum Advisory
Idaho
$1.06K – – –
TRCT
153
Tower Research Capital (TRC)
New York
$39 -$312 -8 -89%
CMP
154
Coston McIsaac & Partners
Maine
$16 – +4 +0.9%
FFO
155
Fortitude Family Office
Arizona
$4 -$4 – –
ACA
156
Atlas Capital Advisors
Wyoming
– -$19.1M -518,500 Closed
Jane Street
157
Jane Street
New York
– -$1.44M -39,011 Closed
Envestnet Asset Management
158
Envestnet Asset Management
Illinois
– -$1.4M -38,031 Closed
JFG
159
JDM Financial Group
Texas
– -$425K -11,499 Closed
Legacy Financial Group (Iowa)
160
Legacy Financial Group (Iowa)
Iowa
– -$341K -9,231 Closed
AWM
161
Axxcess Wealth Management
California
– -$294K -7,964 Closed
PAMG
162
Patton Albertson Miller Group
Tennessee
– -$290K -7,859 Closed
BAM
163
Belpointe Asset Management
Nevada
– -$275K -7,435 Closed
Thrivent Financial for Lutherans
164
Thrivent Financial for Lutherans
Minnesota
– -$245K -6,638 Closed
MA
165
Mutual Advisors
Nebraska
– -$202K -5,420 Closed
TWP
166
Triad Wealth Partners
Kansas
– -$47.3K -1,280 Closed
RIA
167
Realta Investment Advisors
Delaware
– -$44.1K -1,195 Closed
HFS
168
Hantz Financial Services
Michigan
– -$13K -357 Closed
FCAS
169
First Command Advisory Services
Texas
– -$11.5K -312 Closed
SAM
170
Smartleaf Asset Management
Massachusetts
– -$10.4K -281 Closed
JFA
171
JNBA Financial Advisors
Minnesota
– -$8.64K -234 Closed
RFG
172
RFP Financial Group
Georgia
– -$2.63K -71 Closed
BTI
173
Blue Trust Inc
Georgia
– -$2.21K -60 Closed
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