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iShares Core Conservative Allocation ETF

50 hedge funds and large institutions have $80.2M invested in iShares Core Conservative Allocation ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+6
Holders Change %
+13.64%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
15
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$14.5M -$32.1K -999 -0.2%
Bank of America
2
Bank of America
North Carolina
$14.2M -$15.9M -491,416 -53%
Wells Fargo
3
Wells Fargo
California
$5.35M -$6.11M -189,241 -53%
WP
4
WealthSource Partners
California
$5.29M +$5.29M +163,987 New
MAS
5
Madden Advisory Services
Florida
$5.19M +$322K +9,964 +7%
BIT
6
BlackRock Institutional Trust
California
$5.11M +$1.25M +38,696 +32%
Morgan Stanley
7
Morgan Stanley
New York
$5.05M -$638K -19,754 -11%
LYV
8
Live Your Vision
Pennsylvania
$3.44M -$37.3K -1,157 -1%
WDL
9
Well Done LLC
Michigan
$2.67M +$2.67M +82,804 New
UBS Group
10
UBS Group
Switzerland
$2.38M +$193K +5,981 +9%
MFS
11
Madrona Financial Services
Washington
$1.69M +$990K +30,678 +141%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.31M +$65.9K +2,043 +5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.27M +$160K +4,949 +14%
SBL
14
Sargent Bickham Lagudis
Colorado
$1.19M +$1.19M +36,994 New
MHS
15
M Holdings Securities
Oregon
$992K +$115K +3,550 +13%
SCM
16
Stonehearth Capital Management
Massachusetts
$917K -$11.8K -364 -1%
VFS
17
VSR Financial Services
Kansas
$843K +$67.2K +2,081 +9%
Citadel Advisors
18
Citadel Advisors
Florida
$836K +$836K +25,882 New
SPC
19
Sigma Planning Corp
Michigan
$803K -$13.7K -425 -2%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$768K +$76.7K +2,375 +11%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$728K +$372K +11,515 +104%
NC
22
NewSquare Capital
Pennsylvania
$600K +$22.6K +700 +4%
Ameriprise
23
Ameriprise
Minnesota
$543K +$250K +7,752 +86%
MFS
24
MSI Financial Services
Massachusetts
$490K -$31.3K -969 -6%
EA
25
Efficient Advisors
Ohio
$388K -$21.7K -672 -5%