iShares Core Moderate Allocation ETF
154 hedge funds and large institutions have $362M invested in iShares Core Moderate Allocation ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 48 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
less funds holding
Funds holding: →
13% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 16
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Holders
154
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$7.8M | |
| 2 | +$7.69M | |
| 3 | +$7.39M | |
| 4 |
AEPG
American Economic Planning Group
Warren,
New Jersey
|
+$3.78M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.17M |
Top Sellers
| 1 | -$1.63M | |
| 2 | -$1.47M | |
| 3 | -$1.09M | |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$580K |
| 5 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$427K |