AOK icon

iShares Core Conservative Allocation ETF

163 hedge funds and large institutions have $257M invested in iShares Core Conservative Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
57
Reduced
49
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$25.2M +$25.2M +674,485 New
Raymond James Financial
2
Raymond James Financial
Florida
$23.1M +$23.1M +618,407 New
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$18.5M +$16.5M +442,177 +828%
LPL Financial
4
LPL Financial
California
$17M -$199K -5,346 -1%
FA
5
Forefront Analytics
Pennsylvania
$13M +$13M +347,277 New
BlackRock
6
BlackRock
New York
$11.8M -$165K -4,412 -1%
Morgan Stanley
7
Morgan Stanley
New York
$11.6M +$5.39M +144,497 +86%
CFP
8
Curran Financial Partners
South Carolina
$9.32M +$2.58M +69,060 +38%
Wells Fargo
9
Wells Fargo
California
$9.25M +$5.78M +155,021 +167%
Bank of America
10
Bank of America
North Carolina
$8.18M +$4.8M +128,773 +142%
Lido Advisors
11
Lido Advisors
California
$7.13M -$512K -13,730 -7%
CAM
12
Congress Asset Management
Massachusetts
$6.19M +$4.28M +114,767 +224%
WCG
13
Weaver Consulting Group
California
$5.66M +$52.5K +1,407 +0.9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.5M +$3.76M +100,837 +216%
IAG
15
Investment Advisory Group
Massachusetts
$5.24M -$75.5K -2,025 -1%
AWA
16
Archvest Wealth Advisors
California
$4.21M +$361K +9,683 +9%
TC
17
Trilogy Capital
California
$3.67M +$207K +5,551 +6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.4M -$43.9K -1,177 -1%
GM
19
GeoWealth Management
Illinois
$2.86M -$4.28M -114,818 -60%
Ameriprise
20
Ameriprise
Minnesota
$2.7M +$96.5K +2,588 +4%
FIA
21
Foundations Investment Advisors
Arizona
$2.07M -$408K -10,929 -16%
LCWP
22
Legacy Capital Wealth Partners
Arkansas
$2.02M
TCMP
23
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.93M -$401K -10,742 -17%
BCM
24
Brookstone Capital Management
Illinois
$1.78M -$632K -16,941 -26%
Stifel Financial
25
Stifel Financial
Missouri
$1.68M +$1.22M +32,747 +266%