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iShares Core Conservative Allocation ETF

150 hedge funds and large institutions have $181M invested in iShares Core Conservative Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+2
Holders Change %
+1.35%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
20
Increased
57
Reduced
51
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$17.6M -$777K -19,898 -4%
BlackRock
2
BlackRock
New York
$12.4M -$355K -9,090 -3%
CFP
3
Curran Financial Partners
South Carolina
$9.85M -$6.05M -154,944 -38%
ECA
4
Elevation Capital Advisory
Oregon
$9.26M +$9.26M +237,005 New
WA
5
Win Advisors
Florida
$8.58M +$8.58M +219,617 New
Morgan Stanley
6
Morgan Stanley
New York
$7.64M +$700K +17,912 +10%
Lido Advisors
7
Lido Advisors
California
$6.49M -$623K -15,934 -9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$6.13M +$4.4M +112,610 +254%
VWA
9
Visionary Wealth Advisors
Illinois
$6.05M +$3.91M +100,155 +183%
WCG
10
Weaver Consulting Group
California
$5.58M -$145K -3,716 -3%
IAG
11
Investment Advisory Group
Massachusetts
$5.53M -$114K -2,923 -2%
Wells Fargo
12
Wells Fargo
California
$5.06M +$93.7K +2,397 +2%
Bank of America
13
Bank of America
North Carolina
$4.81M +$642K +16,430 +15%
AWA
14
Archvest Wealth Advisors
California
$4.03M -$11.2K -287 -0.3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.21M -$270K -6,917 -8%
FIA
16
Foundations Investment Advisors
Arizona
$3.1M +$139K +3,553 +5%
Raymond James Financial
17
Raymond James Financial
Florida
$3.06M +$967K +24,749 +46%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.78M -$116K -2,959 -4%
LCWP
19
Legacy Capital Wealth Partners
Arkansas
$2.16M -$108K -2,755 -5%
CAM
20
Congress Asset Management
Massachusetts
$1.96M -$4.26M -109,010 -68%
SL
21
Sentinus LLC
Illinois
$1.93M +$500K +12,796 +35%
GIA
22
Gladstone Institutional Advisory
Florida
$1.92M -$32K -820 -2%
Ameriprise
23
Ameriprise
Minnesota
$1.75M -$814K -20,846 -32%
JWCA
24
J.W. Cole Advisors
Florida
$1.6M +$21.2K +542 +1%
PAG
25
Private Advisor Group
New Jersey
$1.48M +$856K +21,914 +138%