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iShares Core Conservative Allocation ETF
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Overview Fund Activity

99 hedge funds and large institutions have $177M invested in iShares Core Conservative Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+6
Holders Change %
+6.45%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
19
Increased
32
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$17.8M
2
CGL
Clarius Group LLC
Washington
+$8.55M
3
RJA
Raymond James & Associates
Florida
+$6.11M
4
UBS Group
UBS Group
Switzerland
+$6M
5
Morgan Stanley
Morgan Stanley
New York
+$4.24M

Top Sellers

1
Jane Street
Jane Street
New York
-$5.3M
2
CL
Cabana LLC
Arkansas
-$5.08M
3
FIA
Foundations Investment Advisors
Arizona
-$4.51M
4
PAG
Private Advisor Group
New Jersey
-$1.86M
5
CWM
Cornerstone Wealth Management
Missouri
-$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.49M +$963K +29,429 +182%
JCM
27
Janney Capital Management
Pennsylvania
$1.26M +$1.26M +38,589 New
Ameriprise
28
Ameriprise
Minnesota
$1.22M -$97.9K -2,991 -7%
CAGAS
29
Capital Advisory Group Advisory Services
Minnesota
$1.22M -$3.28K -100 -0.3%
PFS
30
Prospera Financial Services
Texas
$1.2M +$468K +14,307 +64%
Stifel Financial
31
Stifel Financial
Missouri
$1.16M +$688K +21,020 +146%
AAS
32
Annex Advisory Services
Wisconsin
$1.07M +$39.7K +1,213 +4%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.05M +$434K +13,272 +71%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$1.04M +$50.4K +1,540 +5%
RWM
35
Reston Wealth Management
Virginia
$986K +$986K +30,141 New
AI
36
Atria Investments
North Carolina
$900K -$130K -3,962 -13%
MSA
37
Marino Stram & Associates
Massachusetts
$826K -$78.6K -2,600 -9%
SPC
38
Sigma Planning Corp
Michigan
$805K -$336K -10,261 -29%
EA
39
Efficient Advisors
Ohio
$797K +$161K +4,921 +25%
BHWM
40
Bay Harbor Wealth Management
Maryland
$782K +$782K +23,908 New
MFS
41
Madrona Financial Services
Washington
$724K -$193K -5,903 -21%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$681K +$457K +13,952 +203%
WDL
43
Well Done LLC
Michigan
$677K +$883 +27 +0.1%
CC
44
Claybrook Capital
Massachusetts
$677K +$677K +20,704 New
LFA
45
Legacy Financial Advisors
Kentucky
$651K +$651K +19,886 New
FAIM
46
Financial Advocates Investment Management
Washington
$619K +$13.8K +422 +2%
MML Investors Services
47
MML Investors Services
Massachusetts
$575K +$198K +6,062 +53%
PA
48
PFG Advisors
Arizona
$499K -$193K -5,726 -28%
GFPC
49
Global Financial Private Capital
Florida
$498K -$330K -8,816 -40%
CA
50
Cetera Advisors
Colorado
$394K +$72.7K +2,213 +23%
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