iShares Core Moderate Allocation ETF
191 hedge funds and large institutions have $468M invested in iShares Core Moderate Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
5.15% more ownership
Funds ownership: 32.03% → 37.18% (+5.2%)
3% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 62
Holders
191
Holding in Top 10
8
Calls
–
Puts
–
Top Buyers
| 1 | +$25.6M | |
| 2 | +$10.3M | |
| 3 | +$6.78M | |
| 4 |
SWRP
Summit Wealth & Retirement Planning
San Ramon,
California
|
+$6.38M |
| 5 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
+$2.57M |
Top Sellers
| 1 | -$5.82M | |
| 2 | -$5.65M | |
| 3 | -$2.4M | |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.38M |
| 5 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$1.21M |