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iShares Core Conservative Allocation ETF
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Overview Fund Activity

50 hedge funds and large institutions have $80.2M invested in iShares Core Conservative Allocation ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+6
Holders Change %
+13.64%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
15
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WDL
Well Done LLC
Michigan
+$2.67M
2
BIT
BlackRock Institutional Trust
California
+$1.25M
3
MFS
Madrona Financial Services
Washington
+$990K
4
Citadel Advisors
Citadel Advisors
Florida
+$836K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$372K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$15.9M
2
Wells Fargo
Wells Fargo
California
-$6.11M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.26M
4
JCM
Janney Capital Management
Pennsylvania
-$1.22M
5
Morgan Stanley
Morgan Stanley
New York
-$638K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAG
51
Polaris Wealth Advisory Group
California
– -$219K -6,908 Closed
WA
52
Waverly Advisors
Alabama
– -$214K -6,777 Closed
SC
53
Scotia Capital
Ontario, Canada
– -$203K -6,535 Closed
Creative Planning
54
Creative Planning
Kansas
– -$34K -1,088 Closed
KC
55
Kingfisher Capital
North Carolina
– -$27K -867 Closed
MA
56
MUFG Americas
New York
– -$12K -366 Closed
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