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iShares Core Conservative Allocation ETF

33 hedge funds and large institutions have $31.3M invested in iShares Core Conservative Allocation ETF in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
13
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$8.23M -$95K -2,925 -1%
LPL Financial
2
LPL Financial
California
$7.38M -$27.7K -855 -0.4%
MAS
3
Madden Advisory Services
Florida
$4.9M +$95.2K +2,932 +2%
BIT
4
BlackRock Institutional Trust
California
$1.71M +$399K +12,294 +31%
NC
5
NewSquare Capital
Pennsylvania
$985K -$78K -2,405 -7%
Wells Fargo
6
Wells Fargo
California
$939K +$26.7K +823 +3%
VKH
7
Virtu KCG Holdings
New York
$916K -$126K -3,887 -12%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$728K +$2.73K +84 +0.4%
Morgan Stanley
9
Morgan Stanley
New York
$692K -$550K -16,950 -44%
VFS
10
VSR Financial Services
Kansas
$652K +$178K +5,494 +38%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$475K +$447K +13,795 +1,623%
AIG
12
American International Group
New York
$445K +$292K +9,000 +192%
EA
13
Efficient Advisors
Ohio
$392K +$7.72K +238 +2%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$326K
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$324K -$25.2K -778 -7%
U
16
UBS
Switzerland
$321K -$441K -13,590 -58%
CWA
17
Constellation Wealth Advisors
New York
$297K +$297K +9,146 New
BAC
18
Boys Arnold & Co
North Carolina
$270K -$63.2K -1,950 -19%
MFS
19
MSI Financial Services
Massachusetts
$253K +$125K +3,850 +97%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$241K -$191K -5,882 -44%
WA
21
Waverly Advisors
Alabama
$196K -$9.21K -284 -4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$149K +$15.5K +475 +12%
ACS
23
Archford Capital Strategies
Illinois
$103K +$81.4K +2,504 +378%
Ameriprise
24
Ameriprise
Minnesota
$80K +$21.9K +677 +38%
PAG
25
Private Advisor Group
New Jersey
$50K +$50K +1,550 New