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iShares Core Conservative Allocation ETF

90 hedge funds and large institutions have $136M invested in iShares Core Conservative Allocation ETF in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
11
Increased
38
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
26
Annex Advisory Services
Wisconsin
$1.07M +$129K +3,757 +14%
WDL
27
Well Done LLC
Michigan
$1.07M +$7.74K +226 +0.7%
UBS Group
28
UBS Group
Switzerland
$1.04M +$123K +3,591 +13%
SPC
29
Sigma Planning Corp
Michigan
$992K -$5.48K -160 -0.5%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$937K +$119K +3,485 +15%
AI
31
Atria Investments
North Carolina
$936K +$357K +10,417 +62%
PA
32
PFG Advisors
Arizona
$824K +$96.5K +2,817 +13%
SCM
33
Stonehearth Capital Management
Massachusetts
$821K -$31.1K -907 -4%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$816K +$436K +12,727 +115%
PFS
35
Prospera Financial Services
Texas
$812K +$15.6K +457 +2%
VF
36
Virtu Financial
New York
$723K +$317K +9,270 +78%
EA
37
Efficient Advisors
Ohio
$668K -$39.5K -1,153 -6%
FAIM
38
Financial Advocates Investment Management
Washington
$630K +$54.3K +1,587 +9%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$592K +$86.8K +2,533 +17%
Stifel Financial
40
Stifel Financial
Missouri
$591K +$373K +10,861 +171%
SFG
41
StrategIQ Financial Group
Indiana
$582K +$12.1K +353 +2%
MOS
42
MGO One Seven
Ohio
$506K -$28.2K -823 -5%
PAMG
43
Patton Albertson Miller Group
Tennessee
$475K +$34.4K +1,005 +8%
NWM
44
Northwest Wealth Management
Iowa
$376K -$39.7K -1,161 -10%
BSW
45
Buckingham Strategic Wealth
Missouri
$357K +$59K +1,723 +20%
CA
46
Cetera Advisors
Colorado
$324K -$6.47K -188 -2%
KA
47
Kovack Advisors
Florida
$315K +$1.23K +36 +0.4%
BAC
48
Boys Arnold & Co
North Carolina
$295K -$17.1K -500 -5%
CA
49
Calton & Associates
Florida
$280K -$92.3K -2,700 -25%
TSS
50
Two Sigma Securities
New York
$278K +$278K +8,121 New