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iShares Core Conservative Allocation ETF
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Overview Fund Activity

29 hedge funds and large institutions have $25.2M invested in iShares Core Conservative Allocation ETF in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+8
Holders Change %
+38.1%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
9
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$693K
2
U
UBS
Switzerland
+$649K
3
BIT
BlackRock Institutional Trust
California
+$528K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$429K
5
EA
Efficient Advisors
Ohio
+$351K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$2.29M
2
Wells Fargo
Wells Fargo
California
-$1.43M
3
VKH
Virtu KCG Holdings
New York
-$702K
4
MAS
Madden Advisory Services
Florida
-$437K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$20.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACS
26
Archford Capital Strategies
Illinois
$33.7K +$33.7K +1,040 New
AIA
27
Alerus Investment Advisors
Minnesota
$32K – – –
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$12K +$12K +380 New
AWM
29
Avior Wealth Management
Nebraska
$9K +$9K +283 New
VKH
30
Virtu KCG Holdings
New York
– -$702K -21,925 Closed
PFO
31
Pathstone Family Office
New Jersey
– -$18K -600 Closed
1
2