iShares Core Moderate Allocation ETF
226 hedge funds and large institutions have $563M invested in iShares Core Moderate Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 80 increasing their positions, 57 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
6.34% more ownership
Funds ownership: 32.06% → 38.4% (+6.3%)
Holders
226
Holding in Top 10
7
Calls
–
Puts
–
Top Buyers
| 1 | +$41.7M | |
| 2 | +$39M | |
| 3 | +$6.91M | |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$4.88M |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
+$4.81M |
Top Sellers
| 1 | -$2.58M | |
| 2 | -$1.58M | |
| 3 | -$1.56M | |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$1.19M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$1.13M |