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iShares Core Conservative Allocation ETF

145 hedge funds and large institutions have $261M invested in iShares Core Conservative Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-2
Holders Change %
-1.36%
% of All Funds
2.55%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
21
Increased
60
Reduced
45
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$27M +$2.45M +63,362 +10%
BlackRock
2
BlackRock
New York
$17M +$162K +4,181 +1%
WCG
3
Weaver Consulting Group
California
$13.7M -$285K -7,374 -2%
BCM
4
Brookstone Capital Management
Illinois
$11.7M -$1.64M -42,376 -12%
CFP
5
Curran Financial Partners
South Carolina
$11.3M +$4.99M +129,135 +79%
SBL
6
Sargent Bickham Lagudis
Colorado
$10.7M +$2.64M +68,204 +33%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$10.6M +$101K +2,603 +1%
AI
8
Atria Investments
North Carolina
$9.45M +$4.49M +116,192 +91%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.96M +$1.06M +27,359 +15%
UWM
10
USAdvisors Wealth Management
Minnesota
$6.61M +$5.35M +138,445 +424%
Morgan Stanley
11
Morgan Stanley
New York
$6.57M -$571K -14,776 -8%
MFS
12
Madrona Financial Services
Washington
$6.44M +$491K +12,703 +8%
GWM
13
Geneos Wealth Management
Colorado
$5.6M +$250K +6,362 +5%
PAA
14
Peregrine Asset Advisers
Oregon
$5.48M -$41.4K -1,071 -0.8%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$5.43M +$2.74M +70,938 +102%
Bank of America
16
Bank of America
North Carolina
$5.31M -$14.4M -373,231 -73%
CF
17
Centaurus Financial
California
$5.11M -$217K -5,614 -4%
Wells Fargo
18
Wells Fargo
California
$4.66M +$285K +7,373 +7%
Ameriprise
19
Ameriprise
Minnesota
$4.34M +$237K +6,013 +6%
ASN
20
Advisory Services Network
Georgia
$4.03M -$57.8K -1,496 -1%
AWM
21
AE Wealth Management
Kansas
$3.82M -$22.2K -575 -0.6%
DWM
22
Darwin Wealth Management
Florida
$3.59M -$1.32M -34,262 -27%
TCMP
23
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.42M +$342K +8,846 +11%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.09M +$825K +21,340 +36%
AFP
25
Ausdal Financial Partners
Iowa
$3.09M +$69K +1,786 +2%