iShares Core 80/20 Aggressive Allocation ETF
155 hedge funds and large institutions have $202M invested in iShares Core 80/20 Aggressive Allocation ETF in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
44% less capital invested
Capital invested by funds: $363M → $202M (-$161M)
Holders
155
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$13.8M | |
| 2 | +$4.34M | |
| 3 | +$2.71M | |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
+$1.73M |
| 5 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$1.34M |
Top Sellers
| 1 | -$156M | |
| 2 | -$26.3M | |
| 3 | -$14.5M | |
| 4 |
BSWM
Boston Standard Wealth Management
Winchester,
Massachusetts
|
-$13.9M |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$6.77M |