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iShares Core Conservative Allocation ETF

117 hedge funds and large institutions have $202M invested in iShares Core Conservative Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+7
Holders Change %
+6.36%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
19
Increased
43
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
1
Darwin Wealth Management
Florida
$17.5M -$487K -13,363 -3%
BlackRock
2
BlackRock
New York
$15.3M -$522K -14,327 -3%
BCM
3
Brookstone Capital Management
Illinois
$15M +$12.3M +338,731 +465%
LPL Financial
4
LPL Financial
California
$13.4M +$1.2M +33,055 +10%
WCG
5
Weaver Consulting Group
California
$13.3M +$14.9K +409 +0.1%
PAG
6
Private Advisor Group
New Jersey
$9.25M -$4.23M -116,152 -31%
SBL
7
Sargent Bickham Lagudis
Colorado
$8.34M +$375K +10,290 +5%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$6.46M +$995K +27,323 +18%
CF
9
Centaurus Financial
California
$6.31M -$364K -10,002 -5%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.22M -$1.13M -30,955 -15%
Morgan Stanley
11
Morgan Stanley
New York
$5.41M -$140K -3,832 -3%
PAA
12
Peregrine Asset Advisers
Oregon
$5.23M +$848K +23,279 +19%
BFG
13
Barber Financial Group
Kansas
$4.16M -$291K -7,993 -7%
Bank of America
14
Bank of America
North Carolina
$4.09M -$1.36M -37,243 -25%
Ameriprise
15
Ameriprise
Minnesota
$3.89M +$1.1M +29,019 +40%
GWM
16
Geneos Wealth Management
Colorado
$3.71M -$109K -3,005 -3%
Wells Fargo
17
Wells Fargo
California
$3.6M +$39.9K +1,097 +1%
TC
18
Trilogy Capital
California
$3.53M -$407K -10,990 -10%
ASN
19
Advisory Services Network
Georgia
$3.42M +$747K +20,515 +28%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$3.06M +$363K +9,976 +13%
AWM
21
AE Wealth Management
Kansas
$2.92M +$690K +18,942 +31%
AFP
22
Ausdal Financial Partners
Iowa
$2.85M -$149K -4,084 -5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.42M -$170K -4,670 -7%
RFN
24
RDA Financial Network
Iowa
$2.2M +$74.2K +2,037 +3%
PFS
25
Prospera Financial Services
Texas
$2.05M +$777K +21,350 +61%