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iShares Core Conservative Allocation ETF
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Overview Fund Activity

151 hedge funds and large institutions have $406M invested in iShares Core Conservative Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-14
Holders Change %
-8.48%
% of All Funds
2.61%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
17
Increased
43
Reduced
73
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$17.5M
2
FA
2
Financial Advisors
Massachusetts
$4.37M
3
Jane Street
3
Jane Street
New York
$4.93M
4
Bank of America
4
Bank of America
North Carolina
$7.56M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.13M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.5M
3
SWM
3
Spire Wealth Management
Virginia
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$582K
5
CFP
5
Curran Financial Partners
South Carolina
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
1
Trilogy Capital
California
$152M -$168K -5,162 -0.1%
LPL Financial
2
LPL Financial
California
$25M -$156K -4,790 -0.6%
Wells Fargo
3
Wells Fargo
California
$17.5M +$13.4M +409,515 +322%
ACA
4
Atlas Capital Advisors
Wyoming
$16.9M – – –
CFP
5
Curran Financial Partners
South Carolina
$14.7M -$2.03M -62,218 -12%
SBL
6
Sargent Bickham Lagudis
Colorado
$14M -$201K -6,168 -1%
BlackRock
7
BlackRock
New York
$11.8M -$988K -30,302 -8%
Morgan Stanley
8
Morgan Stanley
New York
$8.5M -$6.18M -189,328 -42%
Bank of America
9
Bank of America
North Carolina
$7.56M +$2.62M +80,200 +53%
FM
10
Forward Management
California
$7.52M +$642K +19,672 +9%
AWM
11
AE Wealth Management
Kansas
$7.42M -$184K -5,638 -2%
WCG
12
Weaver Consulting Group
California
$6.62M -$11.6K -355 -0.2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$6.13M +$2.26M +69,263 +58%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$6.04M -$909K -27,880 -13%
RJA
15
Raymond James & Associates
Florida
$5.64M +$157K +4,804 +3%
IAG
16
Investment Advisory Group
Massachusetts
$5.47M -$127K -3,892 -2%
TCMP
17
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.2M +$404K +12,381 +8%
Osaic Holdings
18
Osaic Holdings
Arizona
$5.2M -$664K -20,363 -11%
Jane Street
19
Jane Street
New York
$4.93M +$3.8M +116,627 +339%
FA
20
Financial Advisors
Massachusetts
$4.37M +$4.37M +135,013 New
BCM
21
Brookstone Capital Management
Illinois
$3.29M +$239K +7,366 +8%
GM
22
GeoWealth Management
Illinois
$2.81M +$251K +7,685 +10%
AWA
23
Archvest Wealth Advisors
California
$2.79M +$149K +4,573 +6%
Ameriprise
24
Ameriprise
Minnesota
$2.52M -$234K -7,183 -9%
AWS
25
Atria Wealth Solutions
New York
$2.21M -$98.7K -3,025 -4%
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