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iShares Core Conservative Allocation ETF

37 hedge funds and large institutions have $42M invested in iShares Core Conservative Allocation ETF in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
15
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$10.6M +$160K +4,834 +2%
LPL Financial
2
LPL Financial
California
$8.17M +$242K +7,326 +3%
MAS
3
Madden Advisory Services
Florida
$4.54M -$123K -3,740 -3%
LYV
4
Live Your Vision
Pennsylvania
$3.93M +$3.29M +99,588 +516%
BIT
5
BlackRock Institutional Trust
California
$3.08M +$572K +17,336 +23%
Wells Fargo
6
Wells Fargo
California
$1.36M -$3.67M -111,157 -73%
SCM
7
Stonehearth Capital Management
Massachusetts
$1.03M +$17.6K +534 +2%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$948K +$898K +27,186 +1,779%
Jane Street
9
Jane Street
New York
$843K +$843K +25,517 New
VFS
10
VSR Financial Services
Kansas
$801K +$67.3K +2,037 +9%
Morgan Stanley
11
Morgan Stanley
New York
$747K +$343K +10,400 +85%
NC
12
NewSquare Capital
Pennsylvania
$665K -$204K -6,175 -23%
MFS
13
Madrona Financial Services
Washington
$585K +$24.9K +755 +4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$491K +$153K +4,628 +45%
EA
15
Efficient Advisors
Ohio
$472K +$45.9K +1,388 +11%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$444K -$627 -19 -0.1%
W
17
Wealthquest
Ohio
$368K -$30.8K -933 -8%
UBS Group
18
UBS Group
Switzerland
$354K -$28.1K -851 -7%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$334K +$26.5K +802 +9%
CWA
20
Constellation Wealth Advisors
New York
$302K
AIG
21
American International Group
New York
$279K -$177K -5,347 -39%
BAC
22
Boys Arnold & Co
North Carolina
$275K
WA
23
Waverly Advisors
Alabama
$230K +$16.6K +502 +8%
MFS
24
MSI Financial Services
Massachusetts
$228K +$75.2K +2,280 +49%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$228K +$228K +6,893 New