iShares Core Moderate Allocation ETF
216 hedge funds and large institutions have $408M invested in iShares Core Moderate Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 23 closing their positions.
New
Increased
Maintained
Reduced
Closed
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
less funds holding in top 10
Funds holding in top 10: →
15% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 88
26% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 23
Holders
216
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$3.94M | |
| 2 | +$3.48M | |
| 3 | +$3.32M | |
| 4 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
+$1.81M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$1.21M |
Top Sellers
| 1 | -$16M | |
| 2 | -$11.1M | |
| 3 | -$7.51M | |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$6.33M |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$3.54M |