iShares Core Moderate Allocation ETF
131 hedge funds and large institutions have $249M invested in iShares Core Moderate Allocation ETF in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
21% less capital invested
Capital invested by funds: $317M → $249M (-$68M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Holders
131
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$2.39M | |
| 2 | +$1.4M | |
| 3 | +$1.37M | |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.34M |
| 5 |
VCWA
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
+$539K |
Top Sellers
| 1 | -$30.1M | |
| 2 | -$12.3M | |
| 3 | -$5.59M | |
| 4 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$5.05M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.91M |