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iShares Core Conservative Allocation ETF
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Overview Fund Activity

154 hedge funds and large institutions have $163M invested in iShares Core Conservative Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-5
Holders Change %
-3.14%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
53
Reduced
57
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
GeoWealth Management
Illinois
$7.41M
2
ECA
Elevation Capital Advisory
Oregon
$5.68M
3
OMC
Old Mission Capital
Illinois
$1.56M
4
LPL Financial
LPL Financial
California
$17.8M
5
GS
GTS Securities
New York
$920K

Top Sellers

1
ACA
Atlas Capital Advisors
Wyoming
$0
2
Goldman Sachs
Goldman Sachs
New York
$922K
3
Jane Street
Jane Street
New York
$0
4
WAM
WNY Asset Management
New York
$329K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$17.8M +$1.51M +39,102 +9%
BlackRock
2
BlackRock
New York
$12.4M -$236K -6,109 -2%
Lido Advisors
3
Lido Advisors
California
$7.92M -$782K -20,228 -9%
GM
4
GeoWealth Management
Illinois
$7.41M +$6.91M +178,845 +1,406%
CFP
5
Curran Financial Partners
South Carolina
$6.98M +$493K +12,756 +8%
Morgan Stanley
6
Morgan Stanley
New York
$6.49M -$255K -6,588 -4%
WCG
7
Weaver Consulting Group
California
$5.81M -$47.4K -1,227 -0.8%
ECA
8
Elevation Capital Advisory
Oregon
$5.68M +$5.68M +146,870 New
IAG
9
Investment Advisory Group
Massachusetts
$5.51M -$14.3K -369 -0.3%
AWA
10
Archvest Wealth Advisors
California
$3.99M +$2.63K +68 +0.1%
Wells Fargo
11
Wells Fargo
California
$3.6M +$488K +12,626 +16%
TC
12
Trilogy Capital
California
$3.59M +$544K +14,064 +18%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.57M -$178K -4,593 -5%
Bank of America
14
Bank of America
North Carolina
$3.5M -$493K -12,765 -12%
Ameriprise
15
Ameriprise
Minnesota
$2.7M +$46.3K +1,199 +2%
FIA
16
Foundations Investment Advisors
Arizona
$2.57M +$719K +18,610 +39%
BCM
17
Brookstone Capital Management
Illinois
$2.5M -$242K -6,263 -9%
TCMP
18
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.42M -$199K -5,154 -8%
LCWP
19
Legacy Capital Wealth Partners
Arkansas
$2.09M -$116K -3,000 -5%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$2.06M +$219K +5,673 +12%
CAM
21
Congress Asset Management
Massachusetts
$1.98M -$1.22M -31,532 -38%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.81M -$567K -14,672 -24%
OMC
23
Old Mission Capital
Illinois
$1.56M +$1.56M +40,381 New
Osaic Holdings
24
Osaic Holdings
Arizona
$1.43M -$56.2K -1,454 -4%
E3F
25
Eight 31 Financial
Texas
$1.39M +$379K +9,811 +38%
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