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iShares Core Conservative Allocation ETF

94 hedge funds and large institutions have $171M invested in iShares Core Conservative Allocation ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
2.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
9
Increased
41
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NAS
51
Nicolet Advisory Services
Wisconsin
$514K +$11.5K +325 +2%
SS
52
Simplicity Solutions
Minnesota
$476K +$128K +3,609 +37%
DAS
53
Dynamic Advisor Solutions
Arizona
$431K +$70.8K +1,997 +20%
UBS Group
54
UBS Group
Switzerland
$416K +$155K +4,379 +59%
NWM
55
Northwest Wealth Management
Iowa
$411K +$62.9K +1,775 +18%
ACP
56
Aveo Capital Partners
Colorado
$394K +$82.2K +2,320 +26%
MFS
57
Madrona Financial Services
Washington
$373K -$341K -9,643 -48%
PA
58
PFG Advisors
Arizona
$351K -$145K -4,107 -29%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$329K -$63.1K -1,784 -16%
PAMG
60
Patton Albertson Miller Group
Tennessee
$326K -$5.54K -157 -2%
SFG
61
StrategIQ Financial Group
Indiana
$318K -$5.77K -163 -2%
BSW
62
Buckingham Strategic Wealth
Missouri
$308K
CA
63
Calton & Associates
Florida
$301K +$3.47K +98 +1%
CFGS
64
Concourse Financial Group Securities
Alabama
$284K +$11.7K +332 +4%
FIA
65
Foundations Investment Advisors
Arizona
$262K -$116K -3,270 -31%
EWA
66
ERTS Wealth Advisors
Michigan
$252K -$25.4K -716 -9%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$246K -$23K -650 -9%
BAC
68
Boys Arnold & Co
North Carolina
$210K -$59.4K -1,675 -22%
TF
69
TimeScale Financial
Massachusetts
$112K +$112K +3,163 New
TFGT
70
TS Financial Group (TSFG)
Illinois
$92K
PCFFS
71
Pacific Center for Financial Services
California
$91K
ACS
72
Archford Capital Strategies
Illinois
$85K
APA
73
American Portfolios Advisors
New York
$70.6K
AF
74
Advisornet Financial
Minnesota
$58K +$26.8K +763 +86%
IF
75
Ironwood Financial
Arizona
$52K -$5.1K -145 -9%