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iShares Core Conservative Allocation ETF
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Overview Fund Activity

91 hedge funds and large institutions have $144M invested in iShares Core Conservative Allocation ETF in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+28
Holders Change %
+44.44%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
32
Increased
32
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$3.92M
2
GFPC
Global Financial Private Capital
Florida
+$1.63M
3
BCM
Brookstone Capital Management
Illinois
+$1.58M
4
AG
Advisor Group
Arizona
+$1.52M
5
BlackRock
BlackRock
New York
+$1.26M

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
-$17.8M
2
PAG
Private Advisor Group
New Jersey
-$6.18M
3
Bank of America
Bank of America
North Carolina
-$1,000K
4
NPC
National Planning Corporation
California
-$997K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$932K
Name Holding Trade Value Shares
Change 		Shares
Change %
MSA
26
Marino Stram & Associates
Massachusetts
$1.21M +$1.21M +34,945 New
WDL
27
Well Done LLC
Michigan
$1.07M +$117K +3,368 +12%
SPC
28
Sigma Planning Corp
Michigan
$1.01M +$391K +11,276 +63%
AAS
29
Annex Advisory Services
Wisconsin
$954K +$53.9K +1,557 +6%
ACM
30
Aviance Capital Management
Florida
$952K +$952K +4,098 New
UBS Group
31
UBS Group
Switzerland
$924K -$26.1K -754 -3%
SCM
32
Stonehearth Capital Management
Massachusetts
$862K -$58.2K -1,679 -6%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$827K +$220K +6,349 +36%
PFS
34
Prospera Financial Services
Texas
$810K -$25.4K -731 -3%
PA
35
PFG Advisors
Arizona
$736K +$736K +21,245 New
EA
36
Efficient Advisors
Ohio
$716K +$55.5K +1,600 +8%
RJA
37
Raymond James & Associates
Florida
$662K +$662K +19,095 New
AI
38
Atria Investments
North Carolina
$586K +$84.9K +2,448 +17%
SCA
39
Stuart Chaussee & Associates
California
$583K -$17.8M -512,757 -97%
FAIM
40
Financial Advocates Investment Management
Washington
$583K +$583K +16,824 New
SFG
41
StrategIQ Financial Group
Indiana
$576K +$1.25K +36 +0.2%
MOS
42
MGO One Seven
Ohio
$540K +$540K +15,587 New
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$511K +$511K +14,745 New
PAMG
44
Patton Albertson Miller Group
Tennessee
$446K -$32.4K -934 -7%
NWM
45
Northwest Wealth Management
Iowa
$421K +$20.5K +591 +5%
VF
46
Virtu Financial
New York
$410K +$114K +3,304 +39%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$384K +$88.5K +2,552 +30%
CA
48
Calton & Associates
Florida
$382K +$382K +10,887 New
WA
49
Waverly Advisors
Alabama
$346K +$346K +9,997 New
CCM
50
Crabel Capital Management
California
$340K +$340K +9,801 New
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