AOK icon

iShares Core Conservative Allocation ETF

93 hedge funds and large institutions have $240M invested in iShares Core Conservative Allocation ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
33
Reduced
35
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$1.24M +$75.5K +2,209 +6%
SPC
27
Sigma Planning Corp
Michigan
$1.19M +$227K +6,631 +23%
GFPC
28
Global Financial Private Capital
Florida
$1.08M +$56.6K +1,162 +6%
AI
29
Atria Investments
North Carolina
$1.08M +$84.8K +2,479 +9%
AAS
30
Annex Advisory Services
Wisconsin
$1.07M -$52.1K -1,524 -5%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$1.04M +$88K +2,574 +9%
MSA
32
Marino Stram & Associates
Massachusetts
$1.02M -$25.3K -741 -2%
MFS
33
Madrona Financial Services
Washington
$958K -$216K -6,316 -18%
TC
34
Trilogy Capital
California
$796K +$594K +17,376 +294%
PFS
35
Prospera Financial Services
Texas
$760K -$83.8K -2,456 -10%
WDL
36
Well Done LLC
Michigan
$707K -$27.5K -803 -4%
PA
37
PFG Advisors
Arizona
$682K -$79.4K -2,388 -10%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$675K +$107K +3,129 +19%
EA
39
Efficient Advisors
Ohio
$664K -$4.48K -131 -0.7%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$638K -$736K -21,531 -54%
FAIM
41
Financial Advocates Investment Management
Washington
$633K -$41.5K -1,213 -6%
SFG
42
StrategIQ Financial Group
Indiana
$601K -$205 -6 -0%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$552K -$58.3K -1,704 -10%
Stifel Financial
44
Stifel Financial
Missouri
$492K -$71K -2,076 -13%
SCM
45
Stonehearth Capital Management
Massachusetts
$482K +$29.8K +873 +7%
PAMG
46
Patton Albertson Miller Group
Tennessee
$433K -$10.6K -322 -2%
DAS
47
Dynamic Advisor Solutions
Arizona
$418K +$168K +4,914 +67%
UBS Group
48
UBS Group
Switzerland
$403K -$175K -5,113 -30%
MML Investors Services
49
MML Investors Services
Massachusetts
$393K +$72.3K +2,117 +23%
MOS
50
MGO One Seven
Ohio
$374K +$374K +10,966 New