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iShares Core Conservative Allocation ETF
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Overview Fund Activity

63 hedge funds and large institutions have $136M invested in iShares Core Conservative Allocation ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.57%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
6
Increased
29
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
Stuart Chaussee & Associates
California
+$18.3M
2
GWM
Geneos Wealth Management
Colorado
+$2.38M
3
DWM
Darwin Wealth Management
Florida
+$1.95M
4
Morgan Stanley
Morgan Stanley
New York
+$1.77M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.59M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.43M
2
SC
Scotia Capital
Ontario, Canada
-$1.33M
3
BFG
Barber Financial Group
Kansas
-$689K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$523K
5
MFS
Madrona Financial Services
Washington
-$442K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
26
Stonehearth Capital Management
Massachusetts
$916K -$150K -4,348 -14%
AAS
27
Annex Advisory Services
Wisconsin
$896K +$31.1K +901 +4%
PFS
28
Prospera Financial Services
Texas
$830K +$162K +4,701 +24%
IA
29
IFP Advisors
Florida
$731K +$198K +5,748 +37%
EA
30
Efficient Advisors
Ohio
$657K +$130K +3,773 +25%
SPC
31
Sigma Planning Corp
Michigan
$616K -$64.4K -1,867 -9%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$603K +$31.8K +925 +6%
GFPC
33
Global Financial Private Capital
Florida
$588K +$588K +2,697 New
SFG
34
StrategIQ Financial Group
Indiana
$572K -$2.59K -75 -0.4%
AI
35
Atria Investments
North Carolina
$498K +$87K +2,523 +21%
PAMG
36
Patton Albertson Miller Group
Tennessee
$476K -$39.9K -1,155 -8%
Stifel Financial
37
Stifel Financial
Missouri
$468K +$468K +13,597 New
NWM
38
Northwest Wealth Management
Iowa
$399K -$16.8K -488 -4%
CA
39
Cetera Advisors
Colorado
$337K +$68.7K +2,001 +26%
RCG
40
Ruggie Capital Group
Florida
$325K -$103K -2,984 -24%
KA
41
Kovack Advisors
Florida
$324K +$1.97K +57 +0.6%
BAC
42
Boys Arnold & Co
North Carolina
$315K -$17.2K -500 -5%
SI
43
SII Investments
Wisconsin
$303K -$3.04K -88 -1%
AG
44
Advisor Group
Arizona
$301K -$1.69K -49 -0.6%
BSW
45
Buckingham Strategic Wealth
Missouri
$300K – – –
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$296K – – –
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$294K +$59.7K +1,732 +26%
VF
48
Virtu Financial
New York
$294K +$294K +8,539 New
ACP
49
Aveo Capital Partners
Colorado
$256K +$1.73K +50 +0.7%
RIA
50
Regal Investment Advisors
Michigan
$237K +$725 +21 +0.3%
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