iShares Core Moderate Allocation ETF
88 hedge funds and large institutions have $313M invested in iShares Core Moderate Allocation ETF in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
14% more funds holding
Funds holding: 77 → 88 (+11)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Holders
88
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$92.1M | |
| 2 | +$41.8M | |
| 3 | +$8.39M | |
| 4 |
TA
Tiedemann Advisors
New York
|
+$4.43M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.22M |
Top Sellers
| 1 | -$2.43M | |
| 2 | -$727K | |
| 3 | -$624K | |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
-$245K |
| 5 |
CWM
Concert Wealth Management
San Jose,
California
|
-$188K |