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iShares Core Conservative Allocation ETF

159 hedge funds and large institutions have $170M invested in iShares Core Conservative Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+4
Holders Change %
+2.58%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
22
Increased
42
Reduced
65
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
1
Atlas Capital Advisors
Wyoming
$19.1M
LPL Financial
2
LPL Financial
California
$15.5M -$1.04M -28,295 -6%
BlackRock
3
BlackRock
New York
$12.1M +$249K +6,733 +2%
Lido Advisors
4
Lido Advisors
California
$8.31M -$2.17M -58,646 -21%
Morgan Stanley
5
Morgan Stanley
New York
$6.44M +$22.2K +600 +0.3%
CFP
6
Curran Financial Partners
South Carolina
$6.2M +$158K +4,279 +3%
WCG
7
Weaver Consulting Group
California
$5.59M -$127K -3,447 -2%
IAG
8
Investment Advisory Group
Massachusetts
$5.28M -$103K -2,785 -2%
Bank of America
9
Bank of America
North Carolina
$3.82M -$906K -24,534 -19%
AWA
10
Archvest Wealth Advisors
California
$3.79M +$586K +15,923 +18%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.58M -$397K -10,761 -10%
Goldman Sachs
12
Goldman Sachs
New York
$3.38M +$1.89M +51,270 +127%
CAM
13
Congress Asset Management
Massachusetts
$3.06M +$1.03M +27,903 +51%
Wells Fargo
14
Wells Fargo
California
$2.97M -$3.24M -87,609 -52%
TC
15
Trilogy Capital
California
$2.91M -$38.5K -1,043 -1%
BCM
16
Brookstone Capital Management
Illinois
$2.66M -$230K -6,131 -8%
Ameriprise
17
Ameriprise
Minnesota
$2.53M -$108K -2,927 -4%
TCMP
18
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.5M +$2.5M +67,691 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.27M +$871K +23,582 +62%
LCWP
20
Legacy Capital Wealth Partners
Arkansas
$2.11M +$2.11M +57,067 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.85M +$1.37M +37,099 +283%
FIA
22
Foundations Investment Advisors
Arizona
$1.77M +$1.77M +47,874 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.76M -$241K -6,525 -12%
WAM
24
WNY Asset Management
New York
$1.67M -$3.2M -86,692 -66%
AFP
25
Ausdal Financial Partners
Iowa
$1.59M -$238K -6,446 -13%