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iShares Core Moderate Allocation ETF
221 hedge funds and large institutions have $529M invested in iShares Core Moderate Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 95 increasing their positions, 63 reducing their positions, and 33 closing their positions.
New
Increased
Maintained
Reduced
Closed
51% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 63
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
6% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 33
3% less funds holding
Funds holding: 227 → 221 (-6)
4.27% less ownership
Funds ownership: 38.4% → 34.13% (-4.3%)
6% less capital invested
Capital invested by funds: $564M → $529M (-$34.9M)
Holders
221
Holders Change
-6
Holders Change %
-2.64%
% of All Funds
3.88%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
31
Increased
95
Reduced
63
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
BlackRock
New York
|
+$6.58M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.55M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$3.97M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.94M |
| 5 |
RA
RiverTree Advisors
Winter Park,
Florida
|
+$3.84M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3K | -78 | Closed |
|
|
GFPC
252
Global Financial Private Client
Sarasota,
Florida
| – | -$2.2K | -51 | Closed |
|
|
SIAG
253
Safeguard Investment Advisory Group
Corona,
California
| – | -$1K | -25 | Closed |
|
|
MF
254
Manchester Financial
Westlake Village,
California
| – | -$1K | -15 | Closed |
|