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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 %
B
76
Bridgeworth
Alabama
$46K +$46K +1,373 New
Citigroup
77
Citigroup
New York
$37K
CFA
78
Camarda Financial Advisors
Florida
$34K -$6.12K -182 -15%
RWP
79
RWA Wealth Partners
Massachusetts
$16K +$16K +458 New
SFM
80
Signet Financial Management
New Jersey
$14K
KC
81
KHP Capital
Oklahoma
$12K
AF
82
Advisornet Financial
Minnesota
$12K +$12K +361 New
JFA
83
JNBA Financial Advisors
Minnesota
$11K +$68 +2 +0.6%
GRP
84
Global Retirement Partners
California
$10K
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.79K +$9.11K +268 +1,340%
CI
86
CX Institutional
Indiana
$9K +$9K +250 New
SCA
87
Stuart Chaussee & Associates
California
$8K
ASN
88
Advisory Services Network
Georgia
$7K +$69 +2 +1%
SWM
89
SeaCrest Wealth Management
New York
$4K
BFEC
90
Benjamin F. Edwards & Company
Missouri
$3K
BCI
91
Brinker Capital Investments
Pennsylvania
$3K +$1.28K +32 +74%
MPPLM
92
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2K -$8.09K -190 -80%
NC
93
NewSquare Capital
Pennsylvania
$1K
CIBC Private Wealth Group
94
CIBC Private Wealth Group
Georgia
$1K
BCWM
95
Bartlett & Co Wealth Management
Ohio
$68 +$68 +2 New
LFS
96
Legacy Financial Strategies
Kansas
-$222K -6,492 Closed
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
-$211K -6,150 Closed
AWM
98
AE Wealth Management
Kansas
-$210K -6,141 Closed
CCM
99
Crabel Capital Management
California
-$201K -5,865 Closed
SWP
100
Stratos Wealth Partners
Ohio
-$55K -1,613 Closed