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iShares Core Conservative Allocation ETF

93 hedge funds and large institutions have $240M invested in iShares Core Conservative Allocation ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
33
Reduced
35
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
76
Camarda Financial Advisors
Florida
$35K
AAP
77
Arax Advisory Partners
Colorado
$24K +$24K +702 New
ASN
78
Advisory Services Network
Georgia
$22K +$15K +435 +214%
PFGIA
79
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$15K +425 New
CI
80
CX Institutional
Indiana
$9K +$71 +2 +0.8%
SCA
81
Stuart Chaussee & Associates
California
$8K
Fidelity Investments
82
Fidelity Investments
Massachusetts
$7K +$7K +211 New
AF
83
Advisornet Financial
Minnesota
$6K -$7.21K -197 -55%
CF
84
Centaurus Financial
California
$5.1K -$5M -146,194 -100%
SWM
85
SeaCrest Wealth Management
New York
$4K
BCI
86
Brinker Capital Investments
Pennsylvania
$3K
BFEC
87
Benjamin F. Edwards & Company
Missouri
$3K
GAM
88
Gemmer Asset Management
California
$3K +$3K +81 New
KC
89
KHP Capital
Oklahoma
$2K -$9.54K -291 -83%
NC
90
NewSquare Capital
Pennsylvania
$1K
BCWM
91
Bartlett & Co Wealth Management
Ohio
$68
DDPOM
92
Delta Dental Plan of Michigan
Michigan
-$4.47M -131,343 Closed
VF
93
Virtu Financial
New York
-$925K -27,216 Closed
WA
94
Waverly Advisors
Alabama
-$218K -6,409 Closed
TSS
95
Two Sigma Securities
New York
-$213K -6,276 Closed
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$71K -2,086 Closed
SEI Investments
97
SEI Investments
Pennsylvania
-$64K -1,880 Closed
AWA
98
Acorn Wealth Advisors
Michigan
-$61K -1,796 Closed
B
99
Bridgeworth
Alabama
-$46K -1,373 Closed
RWP
100
RWA Wealth Partners
Massachusetts
-$16K -458 Closed