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iShares Core Conservative Allocation ETF

148 hedge funds and large institutions have $171M invested in iShares Core Conservative Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-15
Holders Change %
-9.2%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
51
Reduced
56
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TCMP
151
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$1.93M -51,795 Closed
UCFA
152
United Capital Financial Advisors
Texas
-$1.56M -41,898 Closed
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
-$1.41M -37,853 Closed
E3F
154
Eight 31 Financial
Texas
-$1.37M -36,722 Closed
Jane Street
155
Jane Street
New York
-$879K -23,571 Closed
FHA
156
Flagship Harbor Advisors
Massachusetts
-$876K -23,482 Closed
ASC
157
Atalanta Sosnoff Capital
New York
-$844K -22,636 Closed
JCM
158
Janney Capital Management
Pennsylvania
-$668K -17,911 Closed
ACP
159
Aveo Capital Partners
Colorado
-$614K -16,471 Closed
Truist Financial
160
Truist Financial
North Carolina
-$369K -9,880 Closed
WAM
161
WNY Asset Management
New York
-$282K -7,551 Closed
BAM
162
Belpointe Asset Management
Nevada
-$285K -7,467 Closed
MWA
163
Mills Wealth Advisors
Texas
-$263K -7,041 Closed
VAG
164
VisionPoint Advisory Group
Texas
-$241K -6,463 Closed
DWM
165
Diversify Wealth Management
Utah
-$215K -5,824 Closed
CF
166
Centaurus Financial
California
-$129K -3,464 Closed
CFGS
167
Concourse Financial Group Securities
Alabama
-$82.4K -2,185 Closed
WSFS
168
Wilmington Savings Fund Society
Delaware
-$77.4K -2,076 Closed
AFG
169
Albion Financial Group
Utah
-$71.7K -1,923 Closed
VHAM
170
Van Hulzen Asset Management
California
-$67K -1,797 Closed
EWA
171
EverSource Wealth Advisors
Alabama
-$58.7K -1,575 Closed
AWM
172
Avior Wealth Management
Nebraska
-$56.9K -1,525 Closed
KBFS
173
Kohmann Bosshard Financial Services
Ohio
-$28.1K -752 Closed
VWM
174
Venturi Wealth Management
Texas
-$22K -590 Closed
WA
175
WestEnd Advisors
North Carolina
-$19.6K -524 Closed