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iShares Core Conservative Allocation ETF
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Overview Fund Activity

99 hedge funds and large institutions have $177M invested in iShares Core Conservative Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+6
Holders Change %
+6.45%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
19
Increased
32
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$21M
2
CGL
Clarius Group LLC
Washington
$8.55M
3
RJA
Raymond James & Associates
Florida
$6.11M
4
UBS Group
UBS Group
Switzerland
$6.39M
5
Morgan Stanley
Morgan Stanley
New York
$8.75M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
CL
Cabana LLC
Arkansas
$0
3
FIA
Foundations Investment Advisors
Arizona
$279K
4
PAG
Private Advisor Group
New Jersey
$3.9M
5
CWM
Cornerstone Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$21M +$17.8M +542,746 +554%
DWM
2
Darwin Wealth Management
Florida
$13.6M -$372K -11,381 -3%
BlackRock
3
BlackRock
New York
$11.6M +$88.3K +2,698 +0.8%
LPL Financial
4
LPL Financial
California
$9.93M -$651K -19,896 -6%
Morgan Stanley
5
Morgan Stanley
New York
$8.75M +$4.24M +129,521 +94%
CGL
6
Clarius Group LLC
Washington
$8.55M +$8.55M +261,168 New
Wells Fargo
7
Wells Fargo
California
$8.35M +$1.88M +57,389 +29%
UBS Group
8
UBS Group
Switzerland
$6.39M +$6M +183,375 +1,555%
MAS
9
Madden Advisory Services
Florida
$6.28M +$48.5K +1,481 +0.8%
RJA
10
Raymond James & Associates
Florida
$6.11M +$6.11M +186,735 New
BCM
11
Brookstone Capital Management
Illinois
$5M +$2.01M +61,403 +67%
SBL
12
Sargent Bickham Lagudis
Colorado
$4.99M -$352K -10,753 -7%
BFG
13
Barber Financial Group
Kansas
$4.44M -$209K -6,376 -4%
PAG
14
Private Advisor Group
New Jersey
$3.9M -$1.86M -56,906 -32%
Citadel Advisors
15
Citadel Advisors
Florida
$3.77M +$2.58M +78,716 +217%
LYV
16
Live Your Vision
Pennsylvania
$3.53M -$181K -5,456 -5%
RCIM
17
Red Cedar Investment Management
Michigan
$3.5M -$798K -24,400 -19%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$3.32M +$94.8K +2,896 +3%
GWM
19
Geneos Wealth Management
Colorado
$3.09M +$169K +5,176 +6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.74M -$135K -4,139 -5%
AG
21
Advisor Group
Arizona
$2.38M +$184K +5,619 +8%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.33M +$134K +4,087 +6%
MHS
23
M Holdings Securities
Oregon
$1.8M -$40K -1,222 -2%
SW
24
SlateStone Wealth
Florida
$1.62M +$1.62M +49,520 New
BTS
25
BB&T Securities
Virginia
$1.5M +$1.5M +45,950 New
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