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iShares Core Conservative Allocation ETF

147 hedge funds and large institutions have $280M invested in iShares Core Conservative Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+2
Holders Change %
+1.38%
% of All Funds
2.57%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
14
Increased
61
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$29.6M +$1.79M +44,978 +6%
BlackRock
2
BlackRock
New York
$17.2M -$254K -6,372 -1%
SBL
3
Sargent Bickham Lagudis
Colorado
$15.1M +$4.08M +102,545 +37%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$11.4M +$518K +13,013 +5%
CFP
5
Curran Financial Partners
South Carolina
$10.1M -$1.56M -39,210 -13%
WCG
6
Weaver Consulting Group
California
$9.29M -$4.8M -120,486 -34%
BCM
7
Brookstone Capital Management
Illinois
$7.77M -$4.25M -106,679 -35%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.4M -$795K -19,963 -10%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$7.36M +$1.77M +44,354 +32%
MFS
10
Madrona Financial Services
Washington
$6.55M -$80.2K -2,014 -1%
AI
11
Atria Investments
North Carolina
$6.49M -$3.23M -81,212 -33%
HIP
12
Harrell Investment Partners
Texas
$6.2M +$6.2M +155,838 New
Morgan Stanley
13
Morgan Stanley
New York
$6.18M -$577K -14,505 -9%
UWM
14
USAdvisors Wealth Management
Minnesota
$6.06M -$750K -18,858 -11%
GWM
15
Geneos Wealth Management
Colorado
$5.89M +$222K +5,572 +4%
PAA
16
Peregrine Asset Advisers
Oregon
$5.68M +$37.4K +939 +0.7%
CF
17
Centaurus Financial
California
$5.22M -$47.2K -1,186 -0.9%
Bank of America
18
Bank of America
North Carolina
$5.14M -$331K -8,319 -6%
TCMP
19
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.53M +$1.01M +25,388 +29%
ASN
20
Advisory Services Network
Georgia
$4.33M +$183K +4,588 +4%
Wells Fargo
21
Wells Fargo
California
$4.19M -$613K -15,396 -13%
Ameriprise
22
Ameriprise
Minnesota
$4.17M -$199K -5,006 -5%
AWM
23
AE Wealth Management
Kansas
$4.07M +$137K +3,447 +3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$3.84M +$878K +22,067 +30%
CCFM
25
Clear Creek Financial Management
Washington
$3.66M +$3.66M +91,857 New