iShares Core Moderate Allocation ETF
233 hedge funds and large institutions have $426M invested in iShares Core Moderate Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 98 reducing their positions, and 37 closing their positions.
New
Increased
Maintained
Reduced
Closed
less funds holding
Funds holding: →
less ownership
Funds ownership: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less capital invested
Capital invested by funds: $ → $
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
233
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$6.25M | |
| 2 | +$5.43M | |
| 3 | +$3.31M | |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.01M |
| 5 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$3M |
Top Sellers
| 1 | -$59.1M | |
| 2 | -$42.1M | |
| 3 | -$32.2M | |
| 4 |
JP Morgan Chase
New York
|
-$16.8M |
| 5 |
KCPG
Kavar Capital Partners Group
Leawood,
Kansas
|
-$11.4M |