AOK icon

iShares Core Conservative Allocation ETF

97 hedge funds and large institutions have $144M invested in iShares Core Conservative Allocation ETF in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+7
Holders Change %
+7.78%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
29
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
1
Darwin Wealth Management
Florida
$12.6M +$1.54M +45,403 +14%
LPL Financial
2
LPL Financial
California
$12M -$795K -23,395 -6%
BlackRock
3
BlackRock
New York
$11.4M +$365K +10,725 +3%
MAS
4
Madden Advisory Services
Florida
$6.43M +$204K +6,005 +3%
Wells Fargo
5
Wells Fargo
California
$6.34M -$708K -20,812 -10%
Morgan Stanley
6
Morgan Stanley
New York
$6.09M -$2.31M -67,992 -28%
SBL
7
Sargent Bickham Lagudis
Colorado
$5.44M -$388K -11,423 -7%
CF
8
Centaurus Financial
California
$4.98M +$450K +13,232 +10%
CL
9
Cabana LLC
Arkansas
$4.47M +$4.47M +131,471 New
DDPOM
10
Delta Dental Plan of Michigan
Michigan
$4.47M
BFG
11
Barber Financial Group
Kansas
$4.38M +$60.3K +1,775 +1%
FIA
12
Foundations Investment Advisors
Arizona
$4.33M +$4.33M +127,471 New
LYV
13
Live Your Vision
Pennsylvania
$3.98M -$396K -11,663 -9%
Jane Street
14
Jane Street
New York
$3.73M +$3.73M +109,785 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$3.59M
Bank of America
16
Bank of America
North Carolina
$3.47M -$165K -4,847 -5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.42M +$331K +9,742 +11%
BCM
18
Brookstone Capital Management
Illinois
$3.28M +$701K +20,608 +27%
GWM
19
Geneos Wealth Management
Colorado
$2.97M +$78.6K +2,311 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.55M +$1.74M +51,315 +216%
AG
21
Advisor Group
Arizona
$1.97M -$63.6K -1,870 -3%
MHS
22
M Holdings Securities
Oregon
$1.91M +$70.3K +2,069 +4%
Ameriprise
23
Ameriprise
Minnesota
$1.53M -$1.91M -55,576 -56%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.52M +$152K +4,479 +11%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.37M +$1.37M +40,199 New