iShares Core 80/20 Aggressive Allocation ETF
253 hedge funds and large institutions have $306M invested in iShares Core 80/20 Aggressive Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 30 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
less ownership
Funds ownership: →
27% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 30
52% less capital invested
Capital invested by funds: $633M → $306M (-$327M)
Holders
253
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$1.67M | |
| 2 | +$1.56M | |
| 3 | +$1.11M | |
| 4 |
Corient Private Wealth
Miami,
Florida
|
+$1.02M |
| 5 |
EIG
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
+$883K |
Top Sellers
| 1 | -$197M | |
| 2 | -$59.7M | |
| 3 | -$50.3M | |
| 4 |
AT
Arden Trust
Wilmington,
Delaware
|
-$15.9M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$15.9M |