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iShares Core Conservative Allocation ETF
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Overview Fund Activity

148 hedge funds and large institutions have $247M invested in iShares Core Conservative Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 61 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-15
Holders Change %
-9.2%
% of All Funds
2.37%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
21
Increased
45
Reduced
61
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
$12.8M
2
Jane Street
Jane Street
New York
$11.4M
3
MP
Mangrove Partners
Connecticut
$9.45M
4
TC
Trilogy Capital
California
$3.6M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$8.61M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$454K
2
Wells Fargo
Wells Fargo
California
$3.83M
3
Bank of America
Bank of America
North Carolina
$9.98M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$624K
5
CAM
Congress Asset Management
Massachusetts
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$23M -$2.63M -75,220 -10%
ACA
2
Atlas Capital Advisors
Wyoming
$18.1M – – –
WAM
3
WNY Asset Management
New York
$13.4M +$917K +26,226 +7%
Lido Advisors
4
Lido Advisors
California
$12.8M +$12.8M +365,899 New
BlackRock
5
BlackRock
New York
$12M -$306K -8,762 -2%
Jane Street
6
Jane Street
New York
$11.4M +$11.4M +326,670 New
Bank of America
7
Bank of America
North Carolina
$9.98M -$11.1M -317,055 -53%
MP
8
Mangrove Partners
Connecticut
$9.45M +$9.45M +270,253 New
National Bank of Canada
9
National Bank of Canada
Quebec, Canada
$8.61M +$2.93M +83,937 +52%
Morgan Stanley
10
Morgan Stanley
New York
$7.58M -$3.18M -91,093 -30%
CFP
11
Curran Financial Partners
South Carolina
$7.35M -$812K -23,238 -10%
AWM
12
AE Wealth Management
Kansas
$6.95M +$30K +857 +0.4%
WCG
13
Weaver Consulting Group
California
$6.12M -$262K -7,495 -4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$5.42M -$936K -26,764 -15%
IAG
15
Investment Advisory Group
Massachusetts
$5.19M -$209K -5,979 -4%
TCMP
16
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.84M +$49.3K +1,420 +1%
GM
17
GeoWealth Management
Illinois
$4.63M +$781K +22,339 +20%
Osaic Holdings
18
Osaic Holdings
Arizona
$4.58M -$319K -9,114 -7%
Wells Fargo
19
Wells Fargo
California
$3.83M -$18.8M -537,971 -83%
AWA
20
Archvest Wealth Advisors
California
$3.73M +$189K +5,413 +5%
TC
21
Trilogy Capital
California
$3.6M +$3.22M +92,199 +867%
BCM
22
Brookstone Capital Management
Illinois
$3.27M +$163K +4,673 +5%
Ameriprise
23
Ameriprise
Minnesota
$2.42M -$313K -8,946 -11%
JWCA
24
J.W. Cole Advisors
Florida
$2.01M +$286K +8,190 +17%
AWS
25
Atria Wealth Solutions
New York
$1.9M -$48.9K -1,400 -3%
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