iShares Core Moderate Allocation ETF
227 hedge funds and large institutions have $411M invested in iShares Core Moderate Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 83 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
1% more capital invested
Capital invested by funds: $408M → $411M (+$2.66M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Holders
227
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$7.4M | |
| 2 | +$5.75M | |
| 3 | +$4.94M | |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.29M |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$4.15M |
Top Sellers
| 1 | -$5.17M | |
| 2 | -$2.98M | |
| 3 | -$1.7M | |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.37M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$1.21M |