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iShares Core Conservative Allocation ETF

65 hedge funds and large institutions have $109M invested in iShares Core Conservative Allocation ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+5
Holders Change %
+8.33%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
32
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$670K +$1.39K +41 +0.2%
PFS
27
Prospera Financial Services
Texas
$654K +$57.4K +1,700 +10%
Jane Street
28
Jane Street
New York
$569K +$569K +16,732 New
SFG
29
StrategIQ Financial Group
Indiana
$566K +$30.9K +909 +6%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$564K -$136 -4 -0%
IA
31
IFP Advisors
Florida
$525K -$3.4K -100 -0.6%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$523K -$31.7K -932 -6%
EA
33
Efficient Advisors
Ohio
$519K +$25.7K +758 +5%
PAMG
34
Patton Albertson Miller Group
Tennessee
$513K
RCG
35
Ruggie Capital Group
Florida
$422K -$190K -5,590 -31%
VKH
36
Virtu KCG Holdings
New York
$413K +$206K +6,072 +100%
NWM
37
Northwest Wealth Management
Iowa
$410K -$22.3K -655 -5%
AI
38
Atria Investments
North Carolina
$405K +$24.8K +731 +7%
BAC
39
Boys Arnold & Co
North Carolina
$328K
SCM
40
Southport Capital Management
Tennessee
$323K +$323K +9,512 New
KA
41
Kovack Advisors
Florida
$317K +$35.3K +1,039 +13%
SI
42
SII Investments
Wisconsin
$301K +$4.08K +120 +1%
AG
43
Advisor Group
Arizona
$299K +$82.8K +2,435 +38%
BSW
44
Buckingham Strategic Wealth
Missouri
$296K
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$292K +$20.4K +600 +8%
CA
46
Cetera Advisors
Colorado
$263K +$263K +7,817 New
MML Investors Services
47
MML Investors Services
Massachusetts
$258K +$258K +7,583 New
ACP
48
Aveo Capital Partners
Colorado
$250K +$35K +1,030 +16%
RIA
49
Regal Investment Advisors
Michigan
$233K +$9.57K +281 +4%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$231K +$7.75K +228 +3%