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iShares Core Conservative Allocation ETF

147 hedge funds and large institutions have $277M invested in iShares Core Conservative Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+17
Holders Change %
+13.08%
% of All Funds
2.61%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
30
Increased
59
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$24.6M +$7.91M +204,058 +47%
Bank of America
2
Bank of America
North Carolina
$19.8M +$10.1M +260,521 +104%
BlackRock
3
BlackRock
New York
$16.9M +$597K +15,397 +4%
WCG
4
Weaver Consulting Group
California
$14M -$519K -13,403 -4%
BCM
5
Brookstone Capital Management
Illinois
$13.3M -$1.87M -48,357 -12%
FI
6
FormulaFolio Investments
Michigan
$12.2M +$12.2M +315,779 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$10.5M +$1.5M +38,766 +17%
SBL
8
Sargent Bickham Lagudis
Colorado
$8.1M -$1.29M -33,329 -14%
PAG
9
Private Advisor Group
New Jersey
$7.39M -$241K -6,213 -3%
Morgan Stanley
10
Morgan Stanley
New York
$7.15M +$1.42M +36,599 +25%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.92M -$17.6K -453 -0.3%
CFP
12
Curran Financial Partners
South Carolina
$6.32M +$6.32M +163,027 New
MFS
13
Madrona Financial Services
Washington
$5.96M +$5.52M +142,456 +1,254%
PAA
14
Peregrine Asset Advisers
Oregon
$5.53M -$46K -1,188 -0.8%
CF
15
Centaurus Financial
California
$5.34M -$120K -3,105 -2%
GWM
16
Geneos Wealth Management
Colorado
$5.23M +$1.03M +26,703 +24%
AI
17
Atria Investments
North Carolina
$4.97M +$1.36M +35,015 +38%
DWM
18
Darwin Wealth Management
Florida
$4.92M -$2.24M -57,717 -31%
Wells Fargo
19
Wells Fargo
California
$4.39M +$393K +10,148 +10%
ASN
20
Advisory Services Network
Georgia
$4.09M +$226K +5,839 +6%
Ameriprise
21
Ameriprise
Minnesota
$4.03M +$220K +5,668 +6%
AWM
22
AE Wealth Management
Kansas
$3.85M +$191K +4,927 +5%
CCFM
23
Clear Creek Financial Management
Washington
$3.44M +$3.44M +88,730 New
TC
24
Trilogy Capital
California
$3.33M -$256K -6,595 -7%
CGL
25
Clarius Group LLC
Washington
$3.31M +$3.31M +85,470 New