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iShares Core Conservative Allocation ETF
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Overview Fund Activity

93 hedge funds and large institutions have $156M invested in iShares Core Conservative Allocation ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-6
Holders Change %
-6.06%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
12
Increased
31
Reduced
33
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
Stuart Chaussee & Associates
California
+$9.52M
2
Jane Street
Jane Street
New York
+$1.24M
3
Wolverine Trading
Wolverine Trading
Illinois
+$1.03M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$918K
5
AIC
Ameritas Investment Company
Nebraska
+$900K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$19.1M
2
CGL
Clarius Group LLC
Washington
-$7.5M
3
UBS Group
UBS Group
Switzerland
-$6.49M
4
RJA
Raymond James & Associates
Florida
-$6.11M
5
Morgan Stanley
Morgan Stanley
New York
-$5.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWMIA
76
Global Wealth Management Investment Advisory
Florida
$41K +$23.9K +700 +140%
Citigroup
77
Citigroup
New York
$37K – – –
RIA
78
Realta Investment Advisors
Delaware
$37K +$37K +1,108 New
AF
79
Advisornet Financial
Minnesota
$31K +$25.3K +724 +441%
BBA
80
Braun-Bostich & Associates
Pennsylvania
$19K -$96.7K -2,727 -84%
ASN
81
Advisory Services Network
Georgia
$15K – – –
JFA
82
JNBA Financial Advisors
Minnesota
$10K – – –
CI
83
CX Institutional
Indiana
$9K – – –
Fidelity Investments
84
Fidelity Investments
Massachusetts
$7K – – –
SWM
85
SeaCrest Wealth Management
New York
$4K – – –
BCI
86
Brinker Capital Investments
Pennsylvania
$3K -$26.7K -667 -90%
GAM
87
Gemmer Asset Management
California
$3K – – –
BFEC
88
Benjamin F. Edwards & Company
Missouri
$3K – – –
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$2K -$82.8K -1,781 -98%
LPWM
90
Lake Point Wealth Management
Texas
$1K -$2.45K -98 -71%
NC
91
NewSquare Capital
Pennsylvania
$1K – – –
RJA
92
Raymond James & Associates
Florida
– -$6.11M -186,735 Closed
Citadel Advisors
93
Citadel Advisors
Florida
– -$3.77M -115,073 Closed
BTS
94
BB&T Securities
Virginia
– -$1.5M -45,950 Closed
JCM
95
Janney Capital Management
Pennsylvania
– -$1.26M -38,589 Closed
PFS
96
Prospera Financial Services
Texas
– -$1.2M -36,590 Closed
CC
97
Claybrook Capital
Massachusetts
– -$677K -20,704 Closed
LFA
98
Legacy Financial Advisors
Kentucky
– -$651K -19,886 Closed
RWM
99
Ritholtz Wealth Management
New York
– -$367K -11,220 Closed
MOS
100
MGO One Seven
Ohio
– -$293K -8,966 Closed
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