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iShares Core Conservative Allocation ETF

21 hedge funds and large institutions have $25.3M invested in iShares Core Conservative Allocation ETF in 2013 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
1
Increased
8
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.19M -$7.51M -234,726 -51%
LPL Financial
2
LPL Financial
California
$5.88M +$274K +8,573 +5%
MAS
3
Madden Advisory Services
Florida
$4.75M -$125K -3,905 -3%
Wells Fargo
4
Wells Fargo
California
$2.31M +$1.42M +44,508 +161%
NC
5
NewSquare Capital
Pennsylvania
$1.17M -$152K -4,745 -11%
Morgan Stanley
6
Morgan Stanley
New York
$882K -$31.3K -978 -3%
VKH
7
Virtu KCG Holdings
New York
$702K +$244K +7,610 +53%
U
8
UBS
Switzerland
$435K -$44.2K -1,382 -9%
BAC
9
Boys Arnold & Co
North Carolina
$358K -$273K -8,525 -43%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$344K -$15.7K -491 -4%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$296K -$9.71K -303 -3%
BIT
12
BlackRock Institutional Trust
California
$289K +$289K +9,028 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$126K +$46K +1,435 +58%
MFS
14
MSI Financial Services
Massachusetts
$110K +$60.6K +1,900 +123%
PAS
15
Partnervest Advisory Services
California
$96K -$125K -3,911 -56%
WA
16
Waverly Advisors
Alabama
$86K +$38.7K +1,211 +82%
AIG
17
American International Group
New York
$81.4K +$17.4K +545 +27%
Ameriprise
18
Ameriprise
Minnesota
$57K -$35K -1,096 -38%
WA
19
WFG Advisors
Texas
$48K +$162 +5 +0.3%
AIA
20
Alerus Investment Advisors
Minnesota
$32K
PFO
21
Pathstone Family Office
New Jersey
$18K
EA
22
Efficient Advisors
Ohio
-$343K -10,938 Closed
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
-$25K -800 Closed