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iShares Core Conservative Allocation ETF

153 hedge funds and large institutions have $293M invested in iShares Core Conservative Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+6
Holders Change %
+4.08%
% of All Funds
2.69%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
22
Increased
59
Reduced
52
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$31.4M +$2M +50,648 +7%
SBL
2
Sargent Bickham Lagudis
Colorado
$18.1M +$3.12M +78,875 +21%
BlackRock
3
BlackRock
New York
$16.6M -$499K -12,628 -3%
CFP
4
Curran Financial Partners
South Carolina
$11.6M +$1.6M +40,579 +16%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$10.3M -$999K -25,288 -9%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$9.34M +$2.04M +51,680 +28%
WCG
7
Weaver Consulting Group
California
$8.94M -$277K -7,020 -3%
Osaic Holdings
8
Osaic Holdings
Arizona
$8.32M +$980K +24,810 +13%
BCM
9
Brookstone Capital Management
Illinois
$7.61M -$99.7K -2,521 -1%
Morgan Stanley
10
Morgan Stanley
New York
$7.47M +$1.33M +33,797 +22%
AI
11
Atria Investments
North Carolina
$7.44M +$998K +25,257 +15%
HIP
12
Harrell Investment Partners
Texas
$6.88M +$724K +18,327 +12%
AWM
13
AE Wealth Management
Kansas
$6.82M +$2.78M +70,409 +69%
UWM
14
USAdvisors Wealth Management
Minnesota
$6.71M +$693K +17,548 +12%
MFS
15
Madrona Financial Services
Washington
$6.6M +$101K +2,555 +2%
GWM
16
Geneos Wealth Management
Colorado
$6.14M +$283K +7,143 +5%
FM
17
Forward Management
California
$5.99M +$5.99M +151,558 New
PAA
18
Peregrine Asset Advisers
Oregon
$5.59M -$40.2K -1,017 -0.7%
CF
19
Centaurus Financial
California
$5.08M -$95.8K -2,426 -2%
Bank of America
20
Bank of America
North Carolina
$5.04M -$58.5K -1,481 -1%
TCMP
21
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.73M +$237K +6,006 +5%
Ameriprise
22
Ameriprise
Minnesota
$4.19M +$54.4K +1,377 +1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.13M +$849K +21,504 +26%
Wells Fargo
24
Wells Fargo
California
$4.04M -$119K -3,012 -3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.69M -$116K -2,931 -3%