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iShares Core Conservative Allocation ETF

63 hedge funds and large institutions have $124M invested in iShares Core Conservative Allocation ETF in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
25
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$586K +$16.2K +497 +3%
PAMG
27
Patton Albertson Miller Group
Tennessee
$558K -$943 -29 -0.2%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$554K +$69.1K +2,125 +14%
SFG
29
StrategIQ Financial Group
Indiana
$515K +$515K +15,846 New
VKH
30
Virtu KCG Holdings
New York
$460K +$460K +14,138 New
IA
31
IFP Advisors
Florida
$422K +$291K +8,955 +223%
NWM
32
Northwest Wealth Management
Iowa
$420K +$420K +12,907 New
EA
33
Efficient Advisors
Ohio
$404K +$5.24K +161 +1%
Stifel Financial
34
Stifel Financial
Missouri
$370K +$370K +11,360 New
SI
35
SII Investments
Wisconsin
$334K -$21.8K -672 -6%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$332K +$54.7K +1,681 +20%
AI
37
Atria Investments
North Carolina
$319K +$319K +9,820 New
BAC
38
Boys Arnold & Co
North Carolina
$314K -$32.5K -1,000 -9%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$306K -$22.8K -700 -7%
BSW
40
Buckingham Strategic Wealth
Missouri
$283K
KA
41
Kovack Advisors
Florida
$268K +$58.4K +1,795 +28%
ACP
42
Aveo Capital Partners
Colorado
$264K +$264K +8,123 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$242K -$47.3K -1,457 -16%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$222K -$1.06M -32,489 -83%
CA
45
Cetera Advisors
Colorado
$217K -$1.22M -37,417 -85%
RIA
46
Regal Investment Advisors
Michigan
$213K +$213K +6,537 New
FPCP
47
Fort Point Capital Partners
California
$212K
Jane Street
48
Jane Street
New York
$208K +$208K +6,401 New
AG
49
Advisor Group
Arizona
$172K
ACS
50
Archford Capital Strategies
Illinois
$80K +$646 +20 +0.8%