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iShares Core Conservative Allocation ETF
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Overview Fund Activity

163 hedge funds and large institutions have $257M invested in iShares Core Conservative Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
57
Reduced
49
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.2M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$16.5M
3
FA
Forefront Analytics
Pennsylvania
+$13M
4
Wells Fargo
Wells Fargo
California
+$5.78M
5
Morgan Stanley
Morgan Stanley
New York
+$5.39M

Top Sellers

1
ECA
Elevation Capital Advisory
Oregon
-$5.68M
2
GM
GeoWealth Management
Illinois
-$4.28M
3
OMC
Old Mission Capital
Illinois
-$1.56M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.37M
5
GS
GTS Securities
New York
-$920K
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
151
Harbor Investment Advisory
Maryland
$12.9K +$298 +8 +2%
SS
152
Sunbelt Securities
Texas
$11.8K +$635 +17 +6%
FWM
153
FSA Wealth Management
Massachusetts
$10.7K – – –
Fidelity Investments
154
Fidelity Investments
Massachusetts
$10.2K +$298 +8 +3%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$9.33K -$373 -10 -4%
Qube Research & Technologies (QRT)
156
Qube Research & Technologies (QRT)
United Kingdom
$7.24K -$8.13K -218 -53%
MWM
157
Mascoma Wealth Management
New Hampshire
$7.2K – – –
NL
158
NVWM LLC
Pennsylvania
$6.79K – – –
FP
159
Financial Perspectives
Minnesota
$5.78K – – –
HWM
160
Horizons Wealth Management
North Carolina
$5.67K +$149 +4 +3%
SWM
161
Sugarloaf Wealth Management
Georgia
$4.23K +$37 +1 +0.9%
PA
162
Pineridge Advisors
Missouri
$2.13K +$37 +1 +2%
CA
163
Continuum Advisory
Idaho
$1.04K – – –
TRCT
164
Tower Research Capital (TRC)
New York
$37 – – –
ECA
165
Elevation Capital Advisory
Oregon
– -$5.68M -146,870 Closed
OMC
166
Old Mission Capital
Illinois
– -$1.56M -40,381 Closed
Citadel Advisors
167
Citadel Advisors
Florida
– -$1.37M -35,548 Closed
GS
168
GTS Securities
New York
– -$920K -23,800 Closed
RW
169
REDW Wealth
New Mexico
– -$644K -16,665 Closed
IWC
170
Integrated Wealth Concepts
Massachusetts
– -$409K -10,576 Closed
EIG
171
Ellenbecker Investment Group
Wisconsin
– -$248K -6,418 Closed
AAS
172
Ameritas Advisory Services
Nebraska
– -$246K -6,352 Closed
KOC
173
Koss-Olinger Consulting
Florida
– -$223K -5,779 Closed
NWMG
174
National Wealth Management Group
Ohio
– -$213K -5,517 Closed
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
– -$203K -5,242 Closed
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