iShares Core Moderate Allocation ETF
152 hedge funds and large institutions have $310M invested in iShares Core Moderate Allocation ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 61 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
less ownership
Funds ownership: →
30% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 61
45% less capital invested
Capital invested by funds: $564M → $310M (-$254M)
Holders
152
Holding in Top 10
7
Calls
–
Puts
–
Top Buyers
| 1 | +$2.74M | |
| 2 | +$2.45M | |
| 3 | +$1.83M | |
| 4 |
RCA
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
+$1.06M |
| 5 |
EK
Evensky & Katz
Coral Gables,
Florida
|
+$1.02M |
Top Sellers
| 1 | -$187M | |
| 2 | -$23.1M | |
| 3 | -$18.1M | |
| 4 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$17.8M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$14.7M |