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iShares Core Conservative Allocation ETF

163 hedge funds and large institutions have $326M invested in iShares Core Conservative Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 43 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+12
Holders Change %
+7.95%
% of All Funds
2.63%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
41
Increased
43
Reduced
65
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$24.7M -$1.13M -33,699 -4%
Wells Fargo
2
Wells Fargo
California
$21.8M +$3.73M +111,023 +21%
RJA
3
Raymond James & Associates
Florida
$21.1M +$15.3M +453,875 +262%
Bank of America
4
Bank of America
North Carolina
$20.3M +$12.5M +370,904 +160%
ACA
5
Atlas Capital Advisors
Wyoming
$17.4M
SBL
6
Sargent Bickham Lagudis
Colorado
$13.6M -$761K -22,646 -5%
WAM
7
WNY Asset Management
New York
$12M +$12M +356,328 New
BlackRock
8
BlackRock
New York
$11.9M -$317K -9,431 -3%
CAM
9
Congress Asset Management
Massachusetts
$11.3M +$11.3M +335,816 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$10.4M +$4.11M +122,342 +65%
Morgan Stanley
11
Morgan Stanley
New York
$10.3M +$1.59M +47,262 +18%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8.24M +$6.47M +192,377 +365%
CFP
13
Curran Financial Partners
South Carolina
$7.85M -$7.26M -215,971 -48%
AWM
14
AE Wealth Management
Kansas
$6.66M -$992K -29,504 -13%
WCG
15
Weaver Consulting Group
California
$6.14M -$682K -20,287 -10%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$6.11M -$118K -3,513 -2%
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$5.47M +$4.49M +133,689 +460%
AF
18
Affiance Financial
Minnesota
$5.37M +$5.36M +159,611 +58,252%
IAG
19
Investment Advisory Group
Massachusetts
$5.19M -$444K -13,208 -8%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.71M -$648K -19,292 -12%
TCMP
21
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.64M -$721K -21,441 -13%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$4.59M +$4.1M +121,889 +828%
Stifel Financial
23
Stifel Financial
Missouri
$3.93M +$3.33M +99,102 +556%
GA
24
Gateway Advisory
New Jersey
$3.82M +$3.82M +113,545 New
GM
25
GeoWealth Management
Illinois
$3.7M +$810K +24,093 +28%