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iShares Core Conservative Allocation ETF

148 hedge funds and large institutions have $171M invested in iShares Core Conservative Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-15
Holders Change %
-9.2%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
51
Reduced
56
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$17.7M +$608K +16,157 +4%
CFP
2
Curran Financial Partners
South Carolina
$15.3M +$5.92M +157,273 +63%
BlackRock
3
BlackRock
New York
$12.3M +$355K +9,427 +3%
Lido Advisors
4
Lido Advisors
California
$6.85M -$340K -9,024 -5%
Morgan Stanley
5
Morgan Stanley
New York
$6.68M -$5.07M -134,649 -43%
AAS
6
Ameritas Advisory Services
Nebraska
$6.25M +$6.25M +166,054 New
CAM
7
Congress Asset Management
Massachusetts
$5.99M -$257K -6,839 -4%
WCG
8
Weaver Consulting Group
California
$5.52M -$192K -5,100 -3%
IAG
9
Investment Advisory Group
Massachusetts
$5.44M +$154K +4,099 +3%
Wells Fargo
10
Wells Fargo
California
$4.79M -$4.55M -120,870 -49%
TC
11
Trilogy Capital
California
$4.5M +$794K +21,111 +21%
Bank of America
12
Bank of America
North Carolina
$4.01M -$4.24M -112,707 -51%
AWA
13
Archvest Wealth Advisors
California
$3.89M -$355K -9,427 -8%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.35M -$78.3K -2,081 -2%
FIA
15
Foundations Investment Advisors
Arizona
$2.86M +$765K +20,330 +37%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.79M -$15.9M -421,506 -85%
Ameriprise
17
Ameriprise
Minnesota
$2.47M -$253K -6,727 -9%
LCWP
18
Legacy Capital Wealth Partners
Arkansas
$2.19M +$151K +4,012 +7%
VWA
19
Visionary Wealth Advisors
Illinois
$2.06M +$2.06M +54,616 New
Raymond James Financial
20
Raymond James Financial
Florida
$2.01M -$21.3M -564,897 -91%
GIA
21
Gladstone Institutional Advisory
Florida
$1.88M +$238K +6,334 +15%
CWA
22
Consilium Wealth Advisory
Texas
$1.83M +$458K +12,167 +33%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.67M -$23.7M -630,162 -93%
JWCA
24
J.W. Cole Advisors
Florida
$1.52M +$480K +12,748 +46%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.48M +$208K +5,523 +16%