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iShares Core Conservative Allocation ETF

38 hedge funds and large institutions have $42.4M invested in iShares Core Conservative Allocation ETF in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
11
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$10.3M +$2M +61,352 +24%
LPL Financial
2
LPL Financial
California
$7.81M +$388K +11,905 +5%
Wells Fargo
3
Wells Fargo
California
$4.96M +$4.02M +123,341 +426%
MAS
4
Madden Advisory Services
Florida
$4.6M -$316K -9,704 -6%
BIT
5
BlackRock Institutional Trust
California
$2.47M +$759K +23,291 +44%
MAA
6
Managed Account Advisors
New Jersey
$1.71M +$1.71M +52,329 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.28M +$1.13M +34,556 +754%
SCM
8
Stonehearth Capital Management
Massachusetts
$1M +$1M +30,722 New
NC
9
NewSquare Capital
Pennsylvania
$858K -$132K -4,035 -13%
VFS
10
VSR Financial Services
Kansas
$725K +$70.1K +2,150 +11%
LYV
11
Live Your Vision
Pennsylvania
$628K +$628K +19,298 New
JCM
12
Janney Capital Management
Pennsylvania
$583K +$583K +17,895 New
MFS
13
Madrona Financial Services
Washington
$553K +$553K +16,958 New
AIG
14
American International Group
New York
$450K +$3.72K +114 +0.8%
VKH
15
Virtu KCG Holdings
New York
$443K -$477K -14,636 -52%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$439K -$38K -1,166 -8%
EA
17
Efficient Advisors
Ohio
$420K +$26.2K +803 +7%
Morgan Stanley
18
Morgan Stanley
New York
$399K -$297K -9,096 -43%
W
19
Wealthquest
Ohio
$394K +$394K +12,072 New
UBS Group
20
UBS Group
Switzerland
$377K +$377K +11,569 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$334K +$8.31K +255 +3%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$304K -$23.4K -717 -7%
CWA
23
Constellation Wealth Advisors
New York
$298K
BAC
24
Boys Arnold & Co
North Carolina
$271K
WA
25
Waverly Advisors
Alabama
$210K +$13.2K +405 +7%