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iShares Core Moderate Allocation ETF
234 hedge funds and large institutions have $427M invested in iShares Core Moderate Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 79 increasing their positions, 98 reducing their positions, and 37 closing their positions.
New
Increased
Maintained
Reduced
Closed
8% less funds holding
Funds holding: 253 → 234 (-19)
8.72% less ownership
Funds ownership: 39.44% → 30.73% (-8.7%)
19% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 98
27% less capital invested
Capital invested by funds: $587M → $427M (-$160M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
41% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 37
Holders
234
Holders Change
-19
Holders Change %
-7.51%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
22
Increased
79
Reduced
98
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
BlackRock
New York
|
+$6.1M |
| 2 |
WANY
Wealthspire Advisors (New York)
New York
|
+$5.31M |
| 3 |
RL
Retireful LLC
Haslett,
Michigan
|
+$3.23M |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$3.04M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.94M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$57.7M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$41.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$31.4M |
| 4 |
JP Morgan Chase
New York
|
-$16.4M |
| 5 |
KCPG
Kavar Capital Partners Group
Leawood,
Kansas
|
-$11.4M |
