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iShares Core Moderate Allocation ETF
55 hedge funds and large institutions have $69.3M invested in iShares Core Moderate Allocation ETF in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
18% more capital invested
Capital invested by funds: $58.7M → $69.3M (+$10.5M)
1.48% more ownership
Funds ownership: 18.1% → 19.58% (+1.5%)
0% more funds holding
Funds holding: 55 → 55 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 21
Holders
55
Holders Change
–
Holders Change %
0%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
20
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$3.23M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$2.76M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.07M |
| 4 |
WAS
Winch Advisory Services
Appleton,
Wisconsin
|
+$1.43M |
| 5 |
Jane Street
New York
|
+$960K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
51
Ameritas Investment Partners
Lincoln,
Nebraska
| $10K | -$1.25K | -35 | -10% |
|
|
AWM
52
AllSquare Wealth Management
Albany,
New York
| $8K | -$3.08K | -86 | -28% |
|
|
NFG
53
Next Financial Group
Houston,
Texas
| $7K | -$67.2K | -1,880 | -90% |
|
|
RIA
54
Regal Investment Advisors
Kentwood,
Michigan
| $1K | – | – | – |
|
|
HNB
55
Huntington National Bank
Columbus,
Ohio
| – | -$258K | -7,246 | Closed |
|
56
Creative Planning
Overland Park,
Kansas
| – | -$60K | -1,692 | Closed |
|
57
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$19K | -520 | Closed |
|
|
GI
58
Gradient Investments
Arden Hills,
Minnesota
| – | -$16K | -450 | Closed |
|