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iShares Core Conservative Allocation ETF
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Overview Fund Activity

91 hedge funds and large institutions have $144M invested in iShares Core Conservative Allocation ETF in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+28
Holders Change %
+44.44%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
32
Increased
32
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$10.9M
2
GFPC
Global Financial Private Capital
Florida
$1.82M
3
BCM
Brookstone Capital Management
Illinois
$4.23M
4
AG
Advisor Group
Arizona
$1.82M
5
BlackRock
BlackRock
New York
$10.8M

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
$583K
2
PAG
Private Advisor Group
New Jersey
$1.33M
3
Bank of America
Bank of America
North Carolina
$4.5M
4
NPC
National Planning Corporation
California
$0
5
RJFSA
Raymond James Financial Services Advisors
Florida
$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.5M -$56.8K -1,638 -0.4%
LPL Financial
2
LPL Financial
California
$12.2M +$1.14M +32,794 +10%
Wells Fargo
3
Wells Fargo
California
$10.9M +$3.92M +113,003 +56%
BlackRock
4
BlackRock
New York
$10.8M +$1.26M +36,264 +13%
DWM
5
Darwin Wealth Management
Florida
$10M +$1.23M +35,376 +14%
MAS
6
Madden Advisory Services
Florida
$6M +$173K +4,984 +3%
BFG
7
Barber Financial Group
Kansas
$5.41M -$52K -1,502 -1%
LYV
8
Live Your Vision
Pennsylvania
$5.03M +$1.17M +33,528 +30%
SBL
9
Sargent Bickham Lagudis
Colorado
$4.75M +$491K +14,159 +12%
Bank of America
10
Bank of America
North Carolina
$4.5M -$1,000K -28,857 -18%
DDPOM
11
Delta Dental Plan of Michigan
Michigan
$4.46M +$4.46M +131,343 New
CF
12
Centaurus Financial
California
$4.37M +$4.37M +126,158 New
BCM
13
Brookstone Capital Management
Illinois
$4.23M +$1.58M +45,686 +60%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$3.52M +$514K +14,818 +17%
Ameriprise
15
Ameriprise
Minnesota
$3.29M +$1.22M +35,200 +59%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.14M +$827K +23,873 +36%
GWM
17
Geneos Wealth Management
Colorado
$2.58M +$183K +5,293 +8%
GFPC
18
Global Financial Private Capital
Florida
$1.82M +$1.63M +22,344 +828%
AG
19
Advisor Group
Arizona
$1.82M +$1.52M +43,863 +502%
MHS
20
M Holdings Securities
Oregon
$1.8M +$15.5K +448 +0.9%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.72M +$802K +23,145 +87%
Jane Street
22
Jane Street
New York
$1.67M +$597K +17,229 +56%
MFS
23
Madrona Financial Services
Washington
$1.56M -$74.4K -2,147 -5%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.37M -$932K -26,889 -41%
PAG
25
Private Advisor Group
New Jersey
$1.33M -$6.18M -177,033 -82%
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