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iShares Core Conservative Allocation ETF

22 hedge funds and large institutions have $30.9M invested in iShares Core Conservative Allocation ETF in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
8
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$14.4M -$4.49M -143,231 -24%
LPL Financial
2
LPL Financial
California
$5.51M +$333K +10,597 +6%
MAS
3
Madden Advisory Services
Florida
$4.78M -$669K -21,326 -12%
NC
4
NewSquare Capital
Pennsylvania
$1.3M +$223K +7,101 +21%
Morgan Stanley
5
Morgan Stanley
New York
$895K +$304K +9,682 +51%
Wells Fargo
6
Wells Fargo
California
$867K +$138K +4,400 +19%
BAC
7
Boys Arnold & Co
North Carolina
$618K
U
8
UBS
Switzerland
$470K -$70.8K -2,256 -13%
VKH
9
Virtu KCG Holdings
New York
$449K +$449K +14,315 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$353K -$8.98K -286 -2%
EA
11
Efficient Advisors
Ohio
$343K +$7.06K +225 +2%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$299K -$28.2K -898 -9%
PAS
13
Partnervest Advisory Services
California
$217K -$70.4K -2,248 -25%
Ameriprise
14
Ameriprise
Minnesota
$90K +$33K +1,056 +58%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$78K +$15.2K +485 +24%
AIG
16
American International Group
New York
$62.7K
MFS
17
MSI Financial Services
Massachusetts
$49K -$6.32K -200 -11%
WA
18
Waverly Advisors
Alabama
$47K +$47K +1,483 New
WA
19
WFG Advisors
Texas
$46K +$280 +9 +0.6%
AIA
20
Alerus Investment Advisors
Minnesota
$31K
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$25K
PFO
22
Pathstone Family Office
New Jersey
$18K
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$864K -28,111 Closed
RJFSA
24
Raymond James Financial Services Advisors
Florida
-$596K -19,388 Closed
Jane Street
25
Jane Street
New York
-$278K -9,032 Closed