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iShares Core Conservative Allocation ETF

29 hedge funds and large institutions have $25.2M invested in iShares Core Conservative Allocation ETF in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+8
Holders Change %
+38.1%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
9
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$6.64M +$693K +21,409 +12%
Bank of America
2
Bank of America
North Carolina
$4.99M -$2.29M -70,650 -31%
MAS
3
Madden Advisory Services
Florida
$4.37M -$437K -13,502 -9%
Morgan Stanley
4
Morgan Stanley
New York
$1.22M +$324K +9,992 +36%
NC
5
NewSquare Capital
Pennsylvania
$1.17M -$11.7K -361 -1%
U
6
UBS
Switzerland
$1.09M +$649K +20,043 +147%
Wells Fargo
7
Wells Fargo
California
$909K -$1.43M -44,080 -61%
BIT
8
BlackRock Institutional Trust
California
$820K +$528K +16,291 +180%
Stifel Financial
9
Stifel Financial
Missouri
$600K +$600K +18,509 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$429K +$429K +13,260 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$387K +$39.2K +1,212 +11%
EA
12
Efficient Advisors
Ohio
$351K +$351K +10,825 New
BAC
13
Boys Arnold & Co
North Carolina
$350K -$12.5K -384 -3%
VFS
14
VSR Financial Services
Kansas
$323K +$323K +9,985 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$310K +$10.5K +325 +4%
ACM
16
Avalon Capital Management
California
$294K +$294K +9,075 New
AIG
17
American International Group
New York
$168K +$85.8K +2,648 +104%
MG
18
MDE Group
New Jersey
$151K +$151K +4,648 New
MFS
19
MSI Financial Services
Massachusetts
$112K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$107K -$20.6K -635 -16%
PAS
21
Partnervest Advisory Services
California
$98K
WA
22
Waverly Advisors
Alabama
$76K -$10.9K -338 -13%
Ameriprise
23
Ameriprise
Minnesota
$67K +$187 +5 +0.3%
WA
24
WFG Advisors
Texas
$48K +$225 +7 +0.5%
HR
25
Howe & Rusling
New York
$39K +$39K +1,212 New