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iShares Core Conservative Allocation ETF
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Overview Fund Activity

63 hedge funds and large institutions have $136M invested in iShares Core Conservative Allocation ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.57%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
6
Increased
29
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
Stuart Chaussee & Associates
California
$18.3M
2
GWM
Geneos Wealth Management
Colorado
$2.38M
3
DWM
Darwin Wealth Management
Florida
$8.74M
4
Morgan Stanley
Morgan Stanley
New York
$13.5M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
$2.99M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$2.29M
2
SC
Scotia Capital
Ontario, Canada
$0
3
BFG
Barber Financial Group
Kansas
$5.43M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
5
MFS
Madrona Financial Services
Washington
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
1
Stuart Chaussee & Associates
California
$18.3M +$18.3M +529,598 New
Morgan Stanley
2
Morgan Stanley
New York
$13.5M +$1.77M +51,232 +15%
LPL Financial
3
LPL Financial
California
$11M +$545K +15,819 +5%
BlackRock
4
BlackRock
New York
$9.5M +$65.8K +1,909 +0.7%
DWM
5
Darwin Wealth Management
Florida
$8.74M +$1.95M +56,611 +29%
PAG
6
Private Advisor Group
New Jersey
$7.42M +$784K +22,731 +12%
Wells Fargo
7
Wells Fargo
California
$6.93M +$237K +6,874 +4%
MAS
8
Madden Advisory Services
Florida
$5.8M +$110K +3,184 +2%
Bank of America
9
Bank of America
North Carolina
$5.48M +$932K +27,023 +20%
BFG
10
Barber Financial Group
Kansas
$5.43M -$689K -19,979 -11%
SBL
11
Sargent Bickham Lagudis
Colorado
$4.24M +$579K +16,802 +16%
LYV
12
Live Your Vision
Pennsylvania
$3.81M -$37.5K -1,087 -1%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$2.99M +$1.59M +45,973 +113%
BCM
14
Brookstone Capital Management
Illinois
$2.63M +$159K +4,601 +6%
GWM
15
Geneos Wealth Management
Colorado
$2.38M +$2.38M +69,034 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.3M +$68.8K +1,995 +3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.29M -$2.43M -70,489 -52%
Ameriprise
18
Ameriprise
Minnesota
$2.06M +$252K +7,321 +14%
MHS
19
M Holdings Securities
Oregon
$1.77M +$18.3K +530 +1%
MFS
20
Madrona Financial Services
Washington
$1.62M -$442K -12,824 -21%
Jane Street
21
Jane Street
New York
$1.06M +$486K +14,096 +84%
NPC
22
National Planning Corporation
California
$997K -$20.6K -598 -2%
WDL
23
Well Done LLC
Michigan
$952K – – –
UBS Group
24
UBS Group
Switzerland
$946K -$9.21K -267 -1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$917K +$67.8K +1,967 +8%
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