AOK icon

iShares Core Conservative Allocation ETF

97 hedge funds and large institutions have $144M invested in iShares Core Conservative Allocation ETF in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+7
Holders Change %
+7.78%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
29
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BSW
51
Buckingham Strategic Wealth
Missouri
$349K -$5.2K -153 -1%
CA
52
Calton & Associates
Florida
$348K +$67.7K +1,977 +24%
NWM
53
Northwest Wealth Management
Iowa
$331K -$43.2K -1,268 -12%
MML Investors Services
54
MML Investors Services
Massachusetts
$319K +$51.3K +1,510 +19%
VFP
55
Verus Financial Partners
Virginia
$306K +$65K +1,912 +27%
BAC
56
Boys Arnold & Co
North Carolina
$294K
KA
57
Kovack Advisors
Florida
$283K -$30.1K -885 -10%
DAS
58
Dynamic Advisor Solutions
Arizona
$249K +$249K +7,307 New
ACP
59
Aveo Capital Partners
Colorado
$244K -$18.2K -537 -7%
WA
60
Waverly Advisors
Alabama
$218K -$9.76K -287 -4%
TSS
61
Two Sigma Securities
New York
$213K -$62.6K -1,845 -23%
RCG
62
Ruggie Capital Group
Florida
$209K -$5.98K -176 -3%
TC
63
Trilogy Capital
California
$201K +$3.16K +93 +2%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$195K +$195K +5,743 New
IA
65
IFP Advisors
Florida
$178K -$10.2K -300 -5%
BBA
66
Braun-Bostich & Associates
Pennsylvania
$123K -$9.26K -273 -7%
RCA
67
Rowland Carmichael Advisors
Arizona
$98K
PCFFS
68
Pacific Center for Financial Services
California
$87K
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71K +$20K +589 +39%
ACS
70
Archford Capital Strategies
Illinois
$64K -$32K -936 -33%
SEI Investments
71
SEI Investments
Pennsylvania
$64K
AWA
72
Acorn Wealth Advisors
Michigan
$61K
APA
73
American Portfolios Advisors
New York
$55.7K
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$55K
IF
75
Ironwood Financial
Arizona
$49K -$510 -15 -1%