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iShares Core Conservative Allocation ETF
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Overview Fund Activity

110 hedge funds and large institutions have $179M invested in iShares Core Conservative Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-10
Holders Change %
-8.33%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
18
Increased
37
Reduced
42
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$7.8M
2
PAA
Peregrine Asset Advisers
Oregon
+$4.07M
3
TC
Trilogy Capital
California
+$3.52M
4
Bank of America
Bank of America
North Carolina
+$1.84M
5
UBS Group
UBS Group
Switzerland
+$1.76M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
-$9.28M
2
AWM
AE Wealth Management
Kansas
-$8.91M
3
SCA
Stuart Chaussee & Associates
California
-$8.55M
4
RCIM
Red Cedar Investment Management
Michigan
-$3.1M
5
BSAM
Blue Sky Asset Management
Colorado
-$2.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
51
Simplicity Solutions
Minnesota
$516K -$9.28M -274,491 -95%
RCIM
52
Red Cedar Investment Management
Michigan
$513K -$3.1M -91,763 -86%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$473K +$473K +13,996 New
Citadel Advisors
54
Citadel Advisors
Florida
$460K +$460K +13,632 New
BHWM
55
Bay Harbor Wealth Management
Maryland
$456K -$103K -3,049 -18%
DAS
56
Dynamic Advisor Solutions
Arizona
$435K -$10.5K -312 -2%
ACP
57
Aveo Capital Partners
Colorado
$412K +$36.6K +1,086 +10%
VFP
58
Verus Financial Partners
Virginia
$378K -$5.04K -149 -1%
MFS
59
Madrona Financial Services
Washington
$369K -$778 -23 -0.2%
RIL
60
Rothschild Investment LLC
Illinois
$367K -$27.1K -800 -7%
LWAC
61
Laurel Wealth Advisors (California)
California
$332K +$59.1K +1,750 +22%
PFA
62
Professional Financial Advisors
Nebraska
$318K +$318K +9,015 New
PAMG
63
Patton Albertson Miller Group
Tennessee
$315K -$90.9K -2,696 -22%
SFG
64
StrategIQ Financial Group
Indiana
$312K +$6.77K +200 +2%
NAS
65
Nicolet Advisory Services
Wisconsin
$311K -$117K -3,460 -27%
SCM
66
Stonehearth Capital Management
Massachusetts
$309K -$56.4K -1,668 -15%
PA
67
PFG Advisors
Arizona
$279K -$61.9K -1,779 -18%
AIC
68
Ameritas Investment Company
Nebraska
$275K +$231K +6,907 +529%
CFGS
69
Concourse Financial Group Securities
Alabama
$258K -$2.44K -72 -0.9%
FPFS
70
First Personal Financial Services
North Carolina
$249K +$82.6K +2,443 +50%
RWM
71
Ritholtz Wealth Management
New York
$233K +$233K +6,907 New
CWM
72
Cornerstone Wealth Management
Missouri
$223K – – –
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$215K -$37.2K -1,102 -15%
NWM
74
Northwest Wealth Management
Iowa
$213K -$178K -5,245 -45%
EH
75
Equitable Holdings
New York
$209K -$7.62K -225 -4%
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