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iShares Core Conservative Allocation ETF
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Overview Fund Activity

50 hedge funds and large institutions have $80.2M invested in iShares Core Conservative Allocation ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+6
Holders Change %
+13.64%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
15
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WDL
Well Done LLC
Michigan
+$2.67M
2
BIT
BlackRock Institutional Trust
California
+$1.25M
3
MFS
Madrona Financial Services
Washington
+$990K
4
Citadel Advisors
Citadel Advisors
Florida
+$836K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$372K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$15.9M
2
Wells Fargo
Wells Fargo
California
-$6.11M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.26M
4
JCM
Janney Capital Management
Pennsylvania
-$1.22M
5
Morgan Stanley
Morgan Stanley
New York
-$638K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$383K +$45.2K +1,400 +13%
AAS
27
Annex Advisory Services
Wisconsin
$359K -$6.39K -198 -2%
SI
28
SII Investments
Wisconsin
$339K +$339K +10,514 New
BAC
29
Boys Arnold & Co
North Carolina
$334K -$203K -6,300 -38%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$326K -$78.8K -2,440 -19%
BSW
31
Buckingham Strategic Wealth
Missouri
$281K +$281K +8,705 New
PFS
32
Prospera Financial Services
Texas
$231K +$19.4K +600 +9%
VKH
33
Virtu KCG Holdings
New York
$221K +$221K +6,850 New
FPCP
34
Fort Point Capital Partners
California
$209K +$209K +6,476 New
NPC
35
National Planning Corporation
California
$208K +$208K +6,423 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$206K -$94.1K -2,922 -31%
AIG
37
American International Group
New York
$101K -$3.78K -118 -4%
IA
38
IFP Advisors
Florida
$90K -$40.8K -1,223 -31%
RCG
39
Ruggie Capital Group
Florida
$81K +$81K +2,507 New
RCA
40
Rowland Carmichael Advisors
Arizona
$77K +$77K +2,383 New
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$56K – – –
TFO
42
Tarbox Family Office
California
$53K +$53K +1,631 New
WA
43
WFG Advisors
Texas
$50K +$258 +8 +0.5%
IF
44
Ironwood Financial
Arizona
$48K +$48K +1,484 New
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$34K -$3.26M -99,840 -99%
AIA
46
Alerus Investment Advisors
Minnesota
$32K – – –
AIP
47
Ameritas Investment Partners
Nebraska
$14K – – –
AWM
48
Avior Wealth Management
Nebraska
$9K – – –
JCM
49
Janney Capital Management
Pennsylvania
– -$1.22M -38,588 Closed
ACS
50
Archford Capital Strategies
Illinois
– -$253K -7,986 Closed
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