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iShares Core Conservative Allocation ETF
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Overview Fund Activity

165 hedge funds and large institutions have $434M invested in iShares Core Conservative Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 72 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
–
Holders Change %
0%
% of All Funds
2.79%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
25
Increased
38
Reduced
72
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Trilogy Capital
California
$161M
2
ACA
2
Atlas Capital Advisors
Wyoming
$17.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$11.3M
4
CFP
4
Curran Financial Partners
South Carolina
$17.7M
5
RJA
5
Raymond James & Associates
Florida
$5.81M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$3.25M
2
FM
2
Forward Management
California
$7.29M
3
LPL Financial
3
LPL Financial
California
$26.7M
4
HWM
4
HB Wealth Management
Georgia
$0
5
SOS
5
Silver Oak Securities
Tennessee
$494K
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
1
Trilogy Capital
California
$161M +$44.1M +1,276,764 +38%
LPL Financial
2
LPL Financial
California
$26.7M -$2.45M -70,852 -8%
ACA
3
Atlas Capital Advisors
Wyoming
$17.9M +$17.9M +518,500 New
CFP
4
Curran Financial Partners
South Carolina
$17.7M +$7.06M +204,090 +66%
Morgan Stanley
5
Morgan Stanley
New York
$15.6M +$2.34M +67,595 +18%
SBL
6
Sargent Bickham Lagudis
Colorado
$15M -$88K -2,546 -0.6%
BlackRock
7
BlackRock
New York
$13.6M -$38.9K -1,126 -0.3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$11.3M +$8.4M +243,129 +286%
AWM
9
AE Wealth Management
Kansas
$8.06M -$1.14M -32,899 -12%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$7.37M -$577K -16,693 -7%
FM
11
Forward Management
California
$7.29M -$2.81M -81,275 -28%
WCG
12
Weaver Consulting Group
California
$7.03M -$212K -6,132 -3%
Osaic Holdings
13
Osaic Holdings
Arizona
$6.21M -$771K -22,297 -11%
IAG
14
Investment Advisory Group
Massachusetts
$5.93M -$40.5K -1,172 -0.7%
RJA
15
Raymond James & Associates
Florida
$5.81M +$4.88M +141,160 +524%
Bank of America
16
Bank of America
North Carolina
$5.24M +$1.99M +57,615 +61%
TCMP
17
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.09M -$791K -22,882 -13%
Wells Fargo
18
Wells Fargo
California
$4.39M +$367K +10,619 +9%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.11M +$2.35M +67,931 +134%
BCM
20
Brookstone Capital Management
Illinois
$3.25M -$7.78M -225,349 -71%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.09M -$263K -7,602 -8%
Ameriprise
22
Ameriprise
Minnesota
$2.92M -$101K -2,911 -3%
Stifel Financial
23
Stifel Financial
Missouri
$2.85M +$1.32M +38,075 +86%
AWA
24
Archvest Wealth Advisors
California
$2.8M -$5.29K -153 -0.2%
GM
25
GeoWealth Management
Illinois
$2.71M -$80.3K -2,321 -3%
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