iShares Core Moderate Allocation ETF
228 hedge funds and large institutions have $453M invested in iShares Core Moderate Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 91 reducing their positions, and 39 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
28% less capital invested
Capital invested by funds: $632M → $453M (-$179M)
49% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 39
Holders
228
Holding in Top 10
8
Calls
–
Puts
–
Top Buyers
| 1 | +$9.14M | |
| 2 | +$3.14M | |
| 3 | +$3.06M | |
| 4 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$2.84M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$2.44M |
Top Sellers
| 1 | -$40.2M | |
| 2 | -$16.9M | |
| 3 | -$5.64M | |
| 4 |
FA
FDx Advisors
Chicago,
Illinois
|
-$5.57M |
| 5 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$4.18M |