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iShares Core Conservative Allocation ETF

95 hedge funds and large institutions have $179M invested in iShares Core Conservative Allocation ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
12
Increased
41
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
51
Dynamic Advisor Solutions
Arizona
$507K +$72.8K +2,041 +17%
NWM
52
Northwest Wealth Management
Iowa
$450K +$36.3K +1,017 +9%
SCM
53
Stonehearth Capital Management
Massachusetts
$448K -$120K -3,351 -21%
PAMG
54
Patton Albertson Miller Group
Tennessee
$427K +$97.6K +2,738 +30%
VFP
55
Verus Financial Partners
Virginia
$415K -$546K -15,311 -57%
RIL
56
Rothschild Investment LLC
Illinois
$415K +$415K +11,650 New
ACP
57
Aveo Capital Partners
Colorado
$396K -$2.29K -64 -0.6%
MFS
58
Madrona Financial Services
Washington
$389K +$13.1K +366 +3%
MF
59
Madrona Funds
Washington
$389K +$389K +10,907 New
PA
60
PFG Advisors
Arizona
$352K -$142 -4 -0%
SFG
61
StrategIQ Financial Group
Indiana
$320K
BSW
62
Buckingham Strategic Wealth
Missouri
$310K
CA
63
Calton & Associates
Florida
$302K -$1.5K -42 -0.5%
CGL
64
Clarius Group LLC
Washington
$265K -$280K -7,846 -51%
EWA
65
ERTS Wealth Advisors
Michigan
$263K +$9.69K +272 +4%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$261K +$13.6K +381 +5%
FPFS
67
First Personal Financial Services
North Carolina
$128K +$91.3K +2,565 +249%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$120K +$120K +3,354 New
TF
69
TimeScale Financial
Massachusetts
$113K
TFGT
70
TS Financial Group (TSFG)
Illinois
$92K
PCFFS
71
Pacific Center for Financial Services
California
$92K
FAAS
72
First Allied Advisory Services
California
$69K +$69K +1,925 New
AIC
73
Ameritas Investment Company
Nebraska
$61K +$61K +1,699 New
AF
74
Advisornet Financial
Minnesota
$59K
CFGS
75
Concourse Financial Group Securities
Alabama
$56K -$229K -6,453 -80%