iShares Core Moderate Allocation ETF
96 hedge funds and large institutions have $204M invested in iShares Core Moderate Allocation ETF in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 9 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 funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
9% more funds holding
Funds holding: 88 → 96 (+8)
0.53% less ownership
Funds ownership: 29.12% → 28.59% (-0.53%)
Holders
96
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
1 | +$7.31M | |
2 | +$1.88M | |
3 | +$1.86M | |
4 |
Wells Fargo
San Francisco,
California
|
+$1.49M |
5 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$920K |
Top Sellers
1 | -$1.4M | |
2 | -$914K | |
3 | -$897K | |
4 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
-$682K |
5 |
CFA
Cahill Financial Advisors
Edina,
Minnesota
|
-$637K |