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iShares Core Moderate Allocation ETF
81 hedge funds and large institutions have $144M invested in iShares Core Moderate Allocation ETF in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
350% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 4
71% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 21
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
21% more funds holding
Funds holding: 67 → 81 (+14)
7% more capital invested
Capital invested by funds: $135M → $144M (+$9.18M)
1.32% less ownership
Funds ownership: 29.95% → 28.63% (-1.3%)
Holders
81
Holders Change
+14
Holders Change %
+20.9%
% of All Funds
2.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
18
Increased
36
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.68M |
| 2 |
Morgan Stanley
New York
|
+$2.08M |
| 3 |
WDL
Well Done LLC
Holland,
Michigan
|
+$2.07M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$1.74M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.69M |
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$10.4M |
| 2 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$1.22M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.11M |
| 4 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
-$1.02M |
| 5 |
AIM
Allen Investment Management
New York
|
-$844K |
