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iShares Core Conservative Allocation ETF

151 hedge funds and large institutions have $202M invested in iShares Core Conservative Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+3
Holders Change %
+2.03%
% of All Funds
2.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
17
Increased
42
Reduced
64
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$19.3M -$1.45M -42,572 -7%
ACA
2
Atlas Capital Advisors
Wyoming
$17.6M
AWM
3
AE Wealth Management
Kansas
$13.8M +$7.55M +222,252 +121%
Lido Advisors
4
Lido Advisors
California
$12M -$1.47M -43,331 -11%
BlackRock
5
BlackRock
New York
$11.1M -$725K -21,342 -6%
CFP
6
Curran Financial Partners
South Carolina
$8.8M +$3.83M +112,701 +77%
National Bank of Canada
7
National Bank of Canada
Quebec, Canada
$8.3M -$327K -9,694 -4%
Morgan Stanley
8
Morgan Stanley
New York
$6.72M +$914K +26,905 +16%
WCG
9
Weaver Consulting Group
California
$5.6M -$205K -6,039 -4%
IAG
10
Investment Advisory Group
Massachusetts
$5.02M -$62.9K -1,851 -1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$4.71M -$459K -13,502 -9%
Bank of America
12
Bank of America
North Carolina
$4.6M -$845K -24,894 -16%
Jane Street
13
Jane Street
New York
$4.55M -$5.85M -172,152 -56%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.42M +$285K +8,396 +7%
TCMP
15
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.27M -$113K -3,333 -3%
AWA
16
Archvest Wealth Advisors
California
$3.54M -$193K -5,685 -5%
TC
17
Trilogy Capital
California
$3.24M -$165K -4,850 -5%
BCM
18
Brookstone Capital Management
Illinois
$2.97M -$7.5M -225,366 -72%
GM
19
GeoWealth Management
Illinois
$2.65M -$1.4M -41,297 -35%
CWA
20
Consilium Wealth Advisory
Texas
$2.62M +$305K +8,971 +13%
Wells Fargo
21
Wells Fargo
California
$2.56M +$283K +8,335 +12%
Ameriprise
22
Ameriprise
Minnesota
$2.55M -$28.9K -852 -1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.99M +$583K +17,175 +41%
SOS
24
Silver Oak Securities
Tennessee
$1.69M +$1.26M +37,202 +296%
JWCA
25
J.W. Cole Advisors
Florida
$1.66M -$16K -472 -1%