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iShares Core Conservative Allocation ETF
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Overview Fund Activity

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
–

Top Buyers

1
AAS
Ameritas Advisory Services
Nebraska
+$6.25M
2
CFP
Curran Financial Partners
South Carolina
+$5.92M
3
VWA
Visionary Wealth Advisors
Illinois
+$2.06M
4
KFP
KMG Fiduciary Partners
Ohio
+$1.08M
5
OCM
One Capital Management
California
+$933K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$23.7M
2
Raymond James Financial
Raymond James Financial
Florida
-$21.3M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$15.9M
4
FA
Forefront Analytics
Pennsylvania
-$13M
5
Morgan Stanley
Morgan Stanley
New York
-$5.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
176
TD Private Client Wealth
New York
– -$14.7K -394 Closed
NL
177
NVWM LLC
Pennsylvania
– -$6.79K -182 Closed
Lazard Asset Management
178
Lazard Asset Management
New York
– -$22K – –
4 5 6 7
8