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iShares Core Moderate Allocation ETF
179 hedge funds and large institutions have $392M invested in iShares Core Moderate Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
50% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 14
13% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 64
2% more funds holding
Funds holding: 175 → 179 (+4)
1% less capital invested
Capital invested by funds: $397M → $392M (-$5.41M)
4.64% less ownership
Funds ownership: 36.77% → 32.13% (-4.6%)
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
Holders
179
Holders Change
+4
Holders Change %
+2.29%
% of All Funds
3.67%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
21
Increased
72
Reduced
64
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
TC
Trilogy Capital
Irvine,
California
|
-$20.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$13.6M |
| 3 |
SW
SlateStone Wealth
Jupiter,
Florida
|
-$6.98M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$5.79M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$5.07M |
