iShares Core Moderate Allocation ETF
126 hedge funds and large institutions have $340M invested in iShares Core Moderate Allocation ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 49 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less funds holding
Funds holding: →
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
18% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 49
Holders
126
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$3.5M | |
| 2 | +$1.59M | |
| 3 | +$1.52M | |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.12M |
| 5 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$1.08M |
Top Sellers
| 1 | -$11.2M | |
| 2 | -$1.82M | |
| 3 | -$1.79M | |
| 4 |
HB
Homrich & Berg
Atlanta,
Georgia
|
-$1.68M |
| 5 |
Morgan Stanley
New York
|
-$1.26M |