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iShares Core Conservative Allocation ETF

148 hedge funds and large institutions have $219M invested in iShares Core Conservative Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
Holders Change %
0%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
17
Increased
37
Reduced
71
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$21.6M -$1.64M -46,625 -7%
ACA
2
Atlas Capital Advisors
Wyoming
$18.3M
Lido Advisors
3
Lido Advisors
California
$14M +$1.06M +30,093 +8%
BlackRock
4
BlackRock
New York
$12.3M +$182K +5,170 +2%
BCM
5
Brookstone Capital Management
Illinois
$10.9M +$7.68M +220,962 +236%
Jane Street
6
Jane Street
New York
$10.8M -$726K -20,601 -6%
National Bank of Canada
7
National Bank of Canada
Quebec, Canada
$9.01M +$307K +8,716 +4%
AWM
8
AE Wealth Management
Kansas
$6.45M -$554K -15,717 -8%
WCG
9
Weaver Consulting Group
California
$6.02M -$147K -4,177 -2%
Morgan Stanley
10
Morgan Stanley
New York
$6.02M -$1.62M -45,858 -21%
Bank of America
11
Bank of America
North Carolina
$5.65M -$4.41M -125,199 -44%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.36M -$96.6K -2,742 -2%
IAG
13
Investment Advisory Group
Massachusetts
$5.27M +$37.4K +1,062 +0.7%
CFP
14
Curran Financial Partners
South Carolina
$5.16M -$2.25M -63,794 -30%
TCMP
15
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.54M -$370K -10,508 -8%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.29M -$323K -9,168 -7%
GM
17
GeoWealth Management
Illinois
$4.2M -$465K -13,195 -10%
AWA
18
Archvest Wealth Advisors
California
$3.88M +$112K +3,168 +3%
TC
19
Trilogy Capital
California
$3.55M -$96.4K -2,719 -3%
WAM
20
WNY Asset Management
New York
$3.09M -$10.4M -294,792 -77%
Ameriprise
21
Ameriprise
Minnesota
$2.66M +$234K +6,681 +10%
CWA
22
Consilium Wealth Advisory
Texas
$2.4M +$1.98M +56,064 +467%
Wells Fargo
23
Wells Fargo
California
$2.36M -$1.5M -42,688 -39%
JWCA
24
J.W. Cole Advisors
Florida
$1.74M -$289K -8,211 -14%
AWS
25
Atria Wealth Solutions
New York
$1.67M -$243K -6,885 -13%