iShares Core Moderate Allocation ETF
231 hedge funds and large institutions have $562M invested in iShares Core Moderate Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 72 reducing their positions, and 21 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
less ownership
Funds ownership: →
14% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 21
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Holders
231
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$48.7M | |
| 2 | +$7.45M | |
| 3 | +$2.76M | |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.56M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.71M |
Top Sellers
| 1 | -$87.1M | |
| 2 | -$5.8M | |
| 3 | -$4.77M | |
| 4 |
RWM
Reston Wealth Management
Reston,
Virginia
|
-$4.25M |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$3.24M |