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iShares Core Moderate Allocation ETF
252 hedge funds and large institutions have $633M invested in iShares Core Moderate Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 79 increasing their positions, 86 reducing their positions, and 31 closing their positions.
New
Increased
Maintained
Reduced
Closed
5% more capital invested
Capital invested by funds: $601M → $633M (+$32.5M)
6% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 31
0.08% more ownership
Funds ownership: 32.13% → 32.21% (+0.08%)
0% more funds holding
Funds holding: 252 → 252 (0)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
8% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 86
Holders
252
Holders Change
–
Holders Change %
0%
% of All Funds
3.97%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
33
Increased
79
Reduced
86
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$35.3M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$19.8M |
| 3 |
BlackRock
New York
|
+$6.13M |
| 4 |
SFP
Sweet Financial Partners
Fairmont,
Minnesota
|
+$5.72M |
| 5 |
FA
FDx Advisors
Chicago,
Illinois
|
+$5.64M |
Top Sellers
| 1 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
-$13.8M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
-$13.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$8.35M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$7.14M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.73M |
