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iShares Core Conservative Allocation ETF
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Overview Fund Activity

95 hedge funds and large institutions have $179M invested in iShares Core Conservative Allocation ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
12
Increased
41
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.12M
2
SS
Simplicity Solutions
Minnesota
$3.2M
3
AWM
AE Wealth Management
Kansas
$4.4M
4
SBL
Sargent Bickham Lagudis
Colorado
$7.46M
5
SAM
Stringer Asset Management
Tennessee
$1.46M

Top Sellers

1
MAS
Madden Advisory Services
Florida
$3.43M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
Jane Street
Jane Street
New York
$0
4
Wells Fargo
Wells Fargo
California
$3.44M
5
VFP
Verus Financial Partners
Virginia
$415K
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
1
Darwin Wealth Management
Florida
$16.5M +$781K +21,905 +5%
BlackRock
2
BlackRock
New York
$13.5M +$292K +8,185 +2%
WCG
3
Weaver Consulting Group
California
$12.1M -$102K -2,880 -0.8%
LPL Financial
4
LPL Financial
California
$10.8M +$253K +7,092 +2%
SCA
5
Stuart Chaussee & Associates
California
$8.87M -$313K -8,778 -3%
SBL
6
Sargent Bickham Lagudis
Colorado
$7.46M +$1.57M +43,971 +27%
CF
7
Centaurus Financial
California
$5.64M -$176K -4,946 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.12M +$4.79M +134,252 +1,442%
BCM
9
Brookstone Capital Management
Illinois
$5M -$244K -6,846 -5%
BFG
10
Barber Financial Group
Kansas
$4.96M -$241K -6,766 -5%
PAG
11
Private Advisor Group
New Jersey
$4.79M +$70.6K +1,979 +1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.78M +$398K +11,147 +9%
Morgan Stanley
13
Morgan Stanley
New York
$4.71M +$633K +17,744 +16%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$4.47M +$1.13M +31,772 +34%
AWM
15
AE Wealth Management
Kansas
$4.4M +$2.55M +71,623 +139%
AG
16
Advisor Group
Arizona
$4.21M +$243K +6,811 +6%
RCIM
17
Red Cedar Investment Management
Michigan
$3.81M – – –
GWM
18
Geneos Wealth Management
Colorado
$3.61M +$74.7K +2,099 +2%
Wells Fargo
19
Wells Fargo
California
$3.44M -$722K -20,249 -17%
MAS
20
Madden Advisory Services
Florida
$3.43M -$2.38M -66,777 -41%
SS
21
Simplicity Solutions
Minnesota
$3.2M +$2.72M +76,148 +566%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$3.08M +$808K +22,664 +36%
Bank of America
23
Bank of America
North Carolina
$2.93M -$167K -4,697 -5%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.41M +$34.4K +965 +1%
RWM
25
Reston Wealth Management
Virginia
$2.19M +$209K +5,863 +11%
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