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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 %
NS
176
NBC Securities
Alabama
– -$22K -575 Closed
MIM
177
Macroview Investment Management
Maryland
– -$18.5K -480 Closed
SWA
178
SOA Wealth Advisors
New York
– -$10.4K -270 Closed
RWM
179
Reston Wealth Management
Virginia
– -$8.87K -229 Closed
JIP
180
Jaffetilchin Investment Partners
Florida
– -$2.37K -61 Closed
CFS
181
CGC Financial Services
Oregon
– -$1.28K -33 Closed
4 5 6 7
8