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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 %
MML Investors Services
51
MML Investors Services
Massachusetts
$270K +$27K +787 +11%
ACP
52
Aveo Capital Partners
Colorado
$264K +$5.3K +155 +2%
VFP
53
Verus Financial Partners
Virginia
$243K +$243K +7,095 New
WA
54
Waverly Advisors
Alabama
$229K -$113K -3,301 -33%
LFS
55
Legacy Financial Strategies
Kansas
$222K +$222K +6,492 New
RCG
56
Ruggie Capital Group
Florida
$217K -$82.8K -2,415 -28%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$211K
AWM
58
AE Wealth Management
Kansas
$210K -$29K -849 -12%
CCM
59
Crabel Capital Management
California
$201K -$135K -3,936 -40%
TC
60
Trilogy Capital
California
$200K -$4.63K -135 -2%
IA
61
IFP Advisors
Florida
$192K
BBA
62
Braun-Bostich & Associates
Pennsylvania
$134K
RCA
63
Rowland Carmichael Advisors
Arizona
$99K +$4.12K +120 +4%
ACS
64
Archford Capital Strategies
Illinois
$97K +$97K +2,808 New
PCFFS
65
Pacific Center for Financial Services
California
$88K +$88K +2,569 New
SEI Investments
66
SEI Investments
Pennsylvania
$64K -$13K -383 -17%
AWA
67
Acorn Wealth Advisors
Michigan
$61K -$3.4K -100 -5%
APA
68
American Portfolios Advisors
New York
$56.1K
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$56K -$3.44K -100 -6%
SWP
70
Stratos Wealth Partners
Ohio
$55K -$23.9K -701 -30%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51K +$20.3K +597 +66%
IF
72
Ironwood Financial
Arizona
$50K
PFGIA
73
Patriot Financial Group Insurance Agency
Massachusetts
$48K +$34 +1 +0.1%
CFA
74
Camarda Financial Advisors
Florida
$41K -$721 -21 -2%
Citigroup
75
Citigroup
New York
$37K +$8.01K +235 +28%