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iShares Core Conservative Allocation ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
51
Stonehearth Capital Management
Massachusetts
$373K -$88.2K -2,696 -19%
RWM
52
Ritholtz Wealth Management
New York
$367K +$367K +11,220 New
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$353K +$353K +10,739 New
VFP
54
Verus Financial Partners
Virginia
$349K
DAS
55
Dynamic Advisor Solutions
Arizona
$339K -$70K -2,091 -17%
PAMG
56
Patton Albertson Miller Group
Tennessee
$337K -$105K -3,126 -24%
NWM
57
Northwest Wealth Management
Iowa
$321K +$14.3K +438 +5%
SFG
58
StrategIQ Financial Group
Indiana
$308K -$267K -8,170 -46%
MOS
59
MGO One Seven
Ohio
$293K -$65.4K -2,000 -18%
BSW
60
Buckingham Strategic Wealth
Missouri
$285K
ACP
61
Aveo Capital Partners
Colorado
$283K +$33.1K +1,010 +13%
FIA
62
Foundations Investment Advisors
Arizona
$279K -$4.51M -133,610 -94%
CA
63
Calton & Associates
Florida
$277K -$34K -1,041 -11%
KA
64
Kovack Advisors
Florida
$264K -$9.48K -290 -3%
EWA
65
ERTS Wealth Advisors
Michigan
$251K +$251K +7,673 New
CFGS
66
Concourse Financial Group Securities
Alabama
$250K +$250K +7,630 New
BAC
67
Boys Arnold & Co
North Carolina
$248K -$9.79K -300 -4%
OAM
68
Oppenheimer Asset Management
New York
$239K +$239K +7,294 New
BBA
69
Braun-Bostich & Associates
Pennsylvania
$107K -$5.28K -161 -5%
RCA
70
Rowland Carmichael Advisors
Arizona
$95K +$979 +30 +1%
IA
71
IFP Advisors
Florida
$88K -$76.2K -2,337 -46%
PCFFS
72
Pacific Center for Financial Services
California
$84K
APA
73
American Portfolios Advisors
New York
$65.3K -$29.6K -904 -31%
ACS
74
Archford Capital Strategies
Illinois
$61K -$592 -18 -1%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$60K -$225K -6,841 -79%