AOK icon

iShares Core Conservative Allocation ETF

93 hedge funds and large institutions have $240M invested in iShares Core Conservative Allocation ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
33
Reduced
35
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$96.5M -$9.55M -3,992 -9%
DWM
2
Darwin Wealth Management
Florida
$14.6M +$1.98M +58,007 +16%
BlackRock
3
BlackRock
New York
$12M +$502K +14,692 +4%
LPL Financial
4
LPL Financial
California
$11.1M -$1,000K -29,245 -8%
Wells Fargo
5
Wells Fargo
California
$6.77M +$387K +11,310 +6%
MAS
6
Madden Advisory Services
Florida
$6.51M +$47K +1,376 +0.7%
PAG
7
Private Advisor Group
New Jersey
$6.02M +$4.7M +137,378 +356%
SBL
8
Sargent Bickham Lagudis
Colorado
$5.58M +$111K +3,250 +2%
Jane Street
9
Jane Street
New York
$5.3M +$1.55M +45,276 +41%
CL
10
Cabana LLC
Arkansas
$5.08M +$580K +16,963 +13%
BFG
11
Barber Financial Group
Kansas
$4.86M +$456K +13,326 +10%
FIA
12
Foundations Investment Advisors
Arizona
$4.85M +$493K +14,412 +11%
Morgan Stanley
13
Morgan Stanley
New York
$4.72M -$1.4M -40,964 -23%
RCIM
14
Red Cedar Investment Management
Michigan
$4.49M +$4.49M +131,343 New
LYV
15
Live Your Vision
Pennsylvania
$3.83M -$177K -5,175 -4%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$3.37M -$211K -6,186 -6%
Bank of America
17
Bank of America
North Carolina
$3.35M -$142K -4,166 -4%
BCM
18
Brookstone Capital Management
Illinois
$3.12M -$173K -5,074 -5%
GWM
19
Geneos Wealth Management
Colorado
$3.06M +$73.7K +2,155 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.01M -$426K -12,461 -12%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.3M +$772K +22,572 +51%
AG
22
Advisor Group
Arizona
$2.3M +$316K +9,232 +16%
MHS
23
M Holdings Securities
Oregon
$1.92M +$8.48K +248 +0.4%
CWM
24
Cornerstone Wealth Management
Missouri
$1.31M +$20.8K +718 +2%
CAGAS
25
Capital Advisory Group Advisory Services
Minnesota
$1.27M +$23.9K +700 +2%