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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 %
AF
101
Affiance Financial
Minnesota
$9K – – –
JFA
102
JNBA Financial Advisors
Minnesota
$9K +$268 +8 +3%
PO
103
Private Ocean
California
$7K +$7K +213 New
OPS
104
Orion Portfolio Solutions
Nebraska
$6K +$6K +165 New
GAM
105
Gemmer Asset Management
California
$3K +$35 +1 +1%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
NC
107
NewSquare Capital
Pennsylvania
$1K – – –
LFG
108
LifePlan Financial Group
Ohio
$1K – – –
LPWM
109
Lake Point Wealth Management
Texas
$1K – – –
SCA
110
Stuart Chaussee & Associates
California
– -$8.55M -235,789 Closed
BSAM
111
Blue Sky Asset Management
Colorado
– -$2.73M -75,257 Closed
MAS
112
Madden Advisory Services
Florida
– -$2.03M -56,141 Closed
AI
113
Atria Investments
North Carolina
– -$1.37M -37,829 Closed
JWCA
114
J.W. Cole Advisors
Florida
– -$1.27M -35,042 Closed
FCA
115
FinTrust Capital Advisors
South Carolina
– -$774K -21,345 Closed
MSA
116
Marino Stram & Associates
Massachusetts
– -$752K -20,742 Closed
TWP
117
Tempus Wealth Planning
California
– -$466K -12,867 Closed
BSW
118
Buckingham Strategic Wealth
Missouri
– -$315K -8,705 Closed
EWA
119
ERTS Wealth Advisors
Michigan
– -$288K -7,939 Closed
CA
120
Calton & Associates
Florida
– -$280K -7,716 Closed
CGL
121
Clarius Group LLC
Washington
– -$272K -7,431 Closed
VWM
122
Vigilare Wealth Management
Arizona
– -$239K -6,534 Closed
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
– -$233K -6,388 Closed
VFM
124
Vivid Financial Management
California
– -$215K -5,845 Closed
BAM
125
Belpointe Asset Management
Nevada
– -$130K -3,583 Closed
2 3 4
5
6