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iShares Core Conservative Allocation ETF
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Overview Fund Activity

155 hedge funds and large institutions have $190M invested in iShares Core Conservative Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 61 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
18
Increased
44
Reduced
61
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAG
SageView Advisory Group
California
$3.57M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$8.33M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$2M
4
CST
Charles Schwab Trust
Nevada
$1.07M
5
E3F
Eight 31 Financial
Texas
$927K

Top Sellers

1
RJA
Raymond James & Associates
Florida
$408K
2
Wells Fargo
Wells Fargo
California
$6.19M
3
WA
Win Advisors
Florida
$0
4
Morgan Stanley
Morgan Stanley
New York
$6.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$458K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Atlas Capital Advisors
Wyoming
$19.1M – – –
LPL Financial
2
LPL Financial
California
$16.5M +$24.3K +661 +0.1%
BlackRock
3
BlackRock
New York
$11.8M -$246K -6,689 -2%
Lido Advisors
4
Lido Advisors
California
$10.4M -$2.38M -64,571 -19%
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$8.33M +$2.76M +75,929 +50%
Morgan Stanley
6
Morgan Stanley
New York
$6.4M -$8.89M -241,512 -58%
Wells Fargo
7
Wells Fargo
California
$6.19M -$11.9M -321,846 -66%
CFP
8
Curran Financial Partners
South Carolina
$6.03M +$178K +4,837 +3%
WCG
9
Weaver Consulting Group
California
$5.71M -$201K -5,456 -3%
GM
10
GeoWealth Management
Illinois
$5.55M -$3.06M -82,979 -35%
IAG
11
Investment Advisory Group
Massachusetts
$5.36M +$39.3K +1,066 +0.7%
WAM
12
WNY Asset Management
New York
$4.86M -$726K -19,719 -13%
Bank of America
13
Bank of America
North Carolina
$4.71M -$4.33M -117,538 -48%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.97M -$304K -8,243 -7%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.9M -$1.05M -28,417 -21%
SAG
16
SageView Advisory Group
California
$3.57M +$3.57M +70,682 New
AWA
17
Archvest Wealth Advisors
California
$3.19M +$11.8K +322 +0.4%
TC
18
Trilogy Capital
California
$2.94M -$110K -3,000 -4%
BCM
19
Brookstone Capital Management
Illinois
$2.83M -$309K -8,396 -10%
Ameriprise
20
Ameriprise
Minnesota
$2.63M -$779K -21,148 -23%
CAM
21
Congress Asset Management
Massachusetts
$2.02M -$2.76M -74,869 -58%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2M +$1.54M +41,936 +341%
AFP
23
Ausdal Financial Partners
Iowa
$1.82M +$70K +1,901 +4%
CWA
24
Consilium Wealth Advisory
Texas
$1.76M -$20.8K -565 -1%
Goldman Sachs
25
Goldman Sachs
New York
$1.48M +$519K +14,084 +54%
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