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iShares Core Conservative Allocation ETF
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Overview Fund Activity

158 hedge funds and large institutions have $271M invested in iShares Core Conservative Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+7
Holders Change %
+4.64%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
52
Reduced
57
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$17.7M
2
RJA
Raymond James & Associates
Florida
$15.7M
3
WA
Win Advisors
Florida
$11.4M
4
Morgan Stanley
Morgan Stanley
New York
$15M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.68M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$4.7M
2
LPL Financial
LPL Financial
California
$16.2M
3
CFP
Curran Financial Partners
South Carolina
$5.69M
4
Jane Street
Jane Street
New York
$1.39M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$5.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
176
Tradewinds Capital Management
Washington
– -$272 -8 Closed
Fidelity Investments
177
Fidelity Investments
Massachusetts
– -$34 -1 Closed
LOIP
178
Live Oak Investment Partners
Texas
– -$1.43K – –
4 5 6 7
8