iShares Core 60/40 Balanced Allocation ETF
263 hedge funds and large institutions have $7.1B invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 67 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
5.66% more ownership
Funds ownership: 27.06% → 32.73% (+5.7%)
2% more funds holding
Funds holding: 259 → 263 (+4)
Holders
263
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$50.8M | |
| 2 | +$6.36M | |
| 3 | +$4.17M | |
| 4 |
MSA
Marino Stram & Associates
Braintree,
Massachusetts
|
+$4.12M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.49M |
Top Sellers
| 1 | -$76.7M | |
| 2 | -$10.7M | |
| 3 | -$2.43M | |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$2.27M |
| 5 |
HPC
Hobart Private Capital
Charlotte,
North Carolina
|
-$1.5M |