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iShares Core Conservative Allocation ETF

32 hedge funds and large institutions have $32.2M invested in iShares Core Conservative Allocation ETF in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
16
Reduced
9
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
$8.49M +$3.39M +102,496 +67%
LPL Financial
2
LPL Financial
California
$7.56M +$780K +23,568 +11%
MAS
3
Madden Advisory Services
Florida
$4.89M +$432K +13,063 +10%
BIT
4
BlackRock Institutional Trust
California
$1.33M +$494K +14,938 +59%
Morgan Stanley
5
Morgan Stanley
New York
$1.27M +$25.1K +758 +2%
NC
6
NewSquare Capital
Pennsylvania
$1.08M -$114K -3,441 -10%
VKH
7
Virtu KCG Holdings
New York
$1.06M +$1.06M +32,102 New
Wells Fargo
8
Wells Fargo
California
$930K +$1.56K +47 +0.2%
U
9
UBS
Switzerland
$776K -$336K -10,170 -30%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$739K +$739K +22,348 New
VFS
11
VSR Financial Services
Kansas
$482K +$152K +4,596 +46%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$440K +$1.39K +42 +0.3%
EA
13
Efficient Advisors
Ohio
$392K +$34K +1,027 +9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$356K -$39.3K -1,190 -10%
Stifel Financial
15
Stifel Financial
Missouri
$348K -$264K -7,992 -43%
BAC
16
Boys Arnold & Co
North Carolina
$340K -$17.1K -516 -5%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$332K +$16K +483 +5%
ACM
18
Avalon Capital Management
California
$262K -$38K -1,150 -13%
WA
19
Waverly Advisors
Alabama
$209K +$131K +3,975 +169%
AIG
20
American International Group
New York
$155K -$16.4K -495 -10%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$136K +$26.8K +810 +25%
MFS
22
MSI Financial Services
Massachusetts
$131K +$16.6K +500 +14%
PAS
23
Partnervest Advisory Services
California
$105K +$5.7K +173 +6%
MG
24
MDE Group
New Jersey
$96K -$57.9K -1,749 -38%
Ameriprise
25
Ameriprise
Minnesota
$59K +$99 +3 +0.2%