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iShares Core Conservative Allocation ETF

158 hedge funds and large institutions have $271M invested in iShares Core Conservative Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+7
Holders Change %
+4.64%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
25
Increased
52
Reduced
57
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
1
Atlas Capital Advisors
Wyoming
$18.7M
Wells Fargo
2
Wells Fargo
California
$17.7M +$15M +414,637 +551%
LPL Financial
3
LPL Financial
California
$16.2M -$4.36M -120,690 -21%
RJA
4
Raymond James & Associates
Florida
$15.7M +$14.7M +406,059 +1,371%
Morgan Stanley
5
Morgan Stanley
New York
$15M +$7.86M +217,457 +110%
Lido Advisors
6
Lido Advisors
California
$12.6M -$159K -4,389 -1%
BlackRock
7
BlackRock
New York
$11.8M -$15.9K -439 -0.1%
WA
8
Win Advisors
Florida
$11.4M +$11.4M +316,595 New
Bank of America
9
Bank of America
North Carolina
$8.87M +$3.98M +109,992 +81%
GM
10
GeoWealth Management
Illinois
$8.45M +$5.63M +155,765 +200%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.68M +$6.68M +184,654 +666%
WCG
12
Weaver Consulting Group
California
$5.8M -$163K -4,503 -3%
CFP
13
Curran Financial Partners
South Carolina
$5.69M -$3.6M -100,455 -39%
National Bank of Canada
14
National Bank of Canada
Quebec, Canada
$5.5M -$3.33M -92,774 -38%
WAM
15
WNY Asset Management
New York
$5.49M +$4.63M +128,181 +544%
IAG
16
Investment Advisory Group
Massachusetts
$5.23M -$115K -3,185 -2%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.86M +$154K +4,265 +3%
AWM
18
AE Wealth Management
Kansas
$4.7M -$9.88M -274,617 -68%
CAM
19
Congress Asset Management
Massachusetts
$4.69M +$3.4M +93,930 +262%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4.19M -$821K -22,706 -16%
RL
21
Retireful LLC
Michigan
$3.64M +$3.64M +100,668 New
TCMP
22
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.59M -$956K -26,435 -21%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$3.4M +$1.76M +48,598 +107%
Ameriprise
24
Ameriprise
Minnesota
$3.35M +$633K +17,511 +23%
AWA
25
Archvest Wealth Advisors
California
$3.14M -$633K -17,518 -17%