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iShares Core Conservative Allocation ETF
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Overview Fund Activity

93 hedge funds and large institutions have $156M invested in iShares Core Conservative Allocation ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-6
Holders Change %
-6.06%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
12
Increased
31
Reduced
33
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
Stuart Chaussee & Associates
California
+$9.52M
2
Jane Street
Jane Street
New York
+$1.24M
3
Wolverine Trading
Wolverine Trading
Illinois
+$1.03M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$918K
5
AIC
Ameritas Investment Company
Nebraska
+$900K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$19.1M
2
CGL
Clarius Group LLC
Washington
-$7.5M
3
UBS Group
UBS Group
Switzerland
-$6.49M
4
RJA
Raymond James & Associates
Florida
-$6.11M
5
Morgan Stanley
Morgan Stanley
New York
-$5.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
1
Darwin Wealth Management
Florida
$14.5M +$69.1K +2,003 +0.5%
BlackRock
2
BlackRock
New York
$12.2M +$10.5K +303 +0.1%
WCG
3
Weaver Consulting Group
California
$12M +$12M +343,382 New
LPL Financial
4
LPL Financial
California
$10.2M -$229K -6,644 -2%
SCA
5
Stuart Chaussee & Associates
California
$9.52M +$9.52M +275,635 New
MAS
6
Madden Advisory Services
Florida
$6.74M +$115K +3,336 +2%
BFG
7
Barber Financial Group
Kansas
$5.19M +$499K +14,467 +11%
BCM
8
Brookstone Capital Management
Illinois
$5.15M -$125K -3,616 -2%
SBL
9
Sargent Bickham Lagudis
Colorado
$5.08M -$179K -5,190 -3%
Wells Fargo
10
Wells Fargo
California
$4.85M -$3.97M -114,928 -45%
PAG
11
Private Advisor Group
New Jersey
$4.12M +$8.49K +246 +0.2%
Morgan Stanley
12
Morgan Stanley
New York
$3.98M -$5.26M -152,369 -57%
LYV
13
Live Your Vision
Pennsylvania
$3.72M +$21K +606 +0.6%
RCIM
14
Red Cedar Investment Management
Michigan
$3.71M – – –
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$3.47M -$41.4K -1,200 -1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.38M +$918K +26,600 +37%
GWM
17
Geneos Wealth Management
Colorado
$3.36M +$98.7K +2,861 +3%
Bank of America
18
Bank of America
North Carolina
$3.07M -$19.1M -551,946 -86%
AG
19
Advisor Group
Arizona
$2.7M +$188K +5,448 +7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.67M -$228K -6,594 -8%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.09M +$519K +15,023 +33%
MHS
22
M Holdings Securities
Oregon
$1.9M -$5.04K -146 -0.3%
RWM
23
Reston Wealth Management
Virginia
$1.84M +$790K +22,709 +75%
SW
24
SlateStone Wealth
Florida
$1.73M +$22.9K +663 +1%
CGL
25
Clarius Group LLC
Washington
$1.52M -$7.5M -217,254 -83%
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