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iShares Core Conservative Allocation ETF

130 hedge funds and large institutions have $211M invested in iShares Core Conservative Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+13
Holders Change %
+11.11%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
21
Increased
54
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$16M +$2.36M +63,575 +17%
BlackRock
2
BlackRock
New York
$15.6M -$58.8K -1,582 -0.4%
BCM
3
Brookstone Capital Management
Illinois
$14.6M -$718K -19,323 -5%
WCG
4
Weaver Consulting Group
California
$13.9M +$385K +10,368 +3%
Bank of America
5
Bank of America
North Carolina
$9.3M +$5.12M +137,650 +122%
SBL
6
Sargent Bickham Lagudis
Colorado
$9M +$490K +13,185 +6%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$8.64M +$2.04M +54,887 +31%
PAG
8
Private Advisor Group
New Jersey
$7.32M -$2.12M -57,104 -22%
DWM
9
Darwin Wealth Management
Florida
$6.87M -$11M -295,765 -62%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.65M +$302K +8,119 +5%
Morgan Stanley
11
Morgan Stanley
New York
$5.5M -$22.6K -607 -0.4%
PAA
12
Peregrine Asset Advisers
Oregon
$5.35M +$7.66K +206 +0.1%
CF
13
Centaurus Financial
California
$5.24M -$1.2M -32,374 -19%
GWM
14
Geneos Wealth Management
Colorado
$4.04M +$241K +6,503 +6%
Wells Fargo
15
Wells Fargo
California
$3.83M +$160K +4,318 +4%
ASN
16
Advisory Services Network
Georgia
$3.71M +$217K +5,828 +6%
Ameriprise
17
Ameriprise
Minnesota
$3.65M -$162K -4,357 -4%
AWM
18
AE Wealth Management
Kansas
$3.51M +$535K +14,408 +18%
AI
19
Atria Investments
North Carolina
$3.46M +$1.93M +51,804 +125%
TC
20
Trilogy Capital
California
$3.44M -$101K -2,719 -3%
BFG
21
Barber Financial Group
Kansas
$3.43M -$816K -21,966 -19%
AFP
22
Ausdal Financial Partners
Iowa
$2.92M +$13.9K +375 +0.5%
RFN
23
RDA Financial Network
Iowa
$2.59M +$341K +9,177 +15%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.5M +$35.4K +953 +1%
WAS
25
Wealth Advisory Solutions
Indiana
$2.3M +$1.11M +29,749 +93%