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iShares Core Conservative Allocation ETF

65 hedge funds and large institutions have $109M invested in iShares Core Conservative Allocation ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+5
Holders Change %
+8.33%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
32
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.5M +$7.29M +214,534 +172%
LPL Financial
2
LPL Financial
California
$10.3M +$1M +29,508 +11%
BlackRock
3
BlackRock
New York
$9.3M +$30.8K +905 +0.3%
DWM
4
Darwin Wealth Management
Florida
$6.69M +$996K +29,318 +17%
Wells Fargo
5
Wells Fargo
California
$6.59M -$975K -28,691 -13%
PAG
6
Private Advisor Group
New Jersey
$6.5M +$109K +3,213 +2%
BFG
7
Barber Financial Group
Kansas
$6.03M +$425K +12,498 +8%
MAS
8
Madden Advisory Services
Florida
$5.61M +$94K +2,766 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.65M +$3.28M +96,671 +241%
Bank of America
10
Bank of America
North Carolina
$4.48M -$1.14M -33,481 -20%
LYV
11
Live Your Vision
Pennsylvania
$3.82M -$297K -8,647 -7%
SBL
12
Sargent Bickham Lagudis
Colorado
$3.6M -$299K -8,800 -8%
BCM
13
Brookstone Capital Management
Illinois
$2.44M +$567K +16,693 +30%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.2M +$567K +16,700 +35%
MFS
15
Madrona Financial Services
Washington
$2.04M -$6.97K -205 -0.3%
Ameriprise
16
Ameriprise
Minnesota
$1.8M -$31.1K -907 -2%
MHS
17
M Holdings Securities
Oregon
$1.73M +$664K +19,533 +62%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1.39M +$150K +4,415 +12%
SC
19
Scotia Capital
Ontario, Canada
$1.33M +$1.33M +39,196 New
SCM
20
Stonehearth Capital Management
Massachusetts
$1.05M -$35.9K -1,056 -3%
NPC
21
National Planning Corporation
California
$1M -$13.9K -409 -1%
UBS Group
22
UBS Group
Switzerland
$941K +$13.3K +391 +1%
WDL
23
Well Done LLC
Michigan
$938K +$325K +9,555 +53%
AAS
24
Annex Advisory Services
Wisconsin
$852K +$124K +3,656 +17%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$837K +$145K +4,258 +21%