iShares Core Moderate Allocation ETF
248 hedge funds and large institutions have $686M invested in iShares Core Moderate Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 86 reducing their positions, and 21 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
more ownership
Funds ownership: →
12% more funds holding
Funds holding: 221 → 248 (+27)
1% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 86
Holders
248
Holding in Top 10
9
Calls
–
Puts
–
Top Buyers
| 1 | +$48.1M | |
| 2 | +$47.8M | |
| 3 | +$47.8M | |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$33.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$11.2M |
Top Sellers
| 1 | -$4.96M | |
| 2 | -$1.21M | |
| 3 | -$1.2M | |
| 4 |
LPL Financial
San Diego,
California
|
-$1.13M |
| 5 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
-$850K |