iShares Core 60/40 Balanced Allocation ETF
272 hedge funds and large institutions have $752M invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 104 increasing their positions, 95 reducing their positions, and 35 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more ownership
Funds ownership: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
31% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 35
94% less capital invested
Capital invested by funds: $13.3B → $752M (-$12.6B)
Holders
272
Holding in Top 10
9
Calls
–
Puts
–
Top Buyers
| 1 | +$56.4M | |
| 2 | +$24.3M | |
| 3 | +$16.9M | |
| 4 |
WA
WestEnd Advisors
Charlotte,
North Carolina
|
+$15.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$10.7M |
Top Sellers
| 1 | -$7.6M | |
| 2 | -$5.17M | |
| 3 | -$5.08M | |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$4.86M |
| 5 |
CWA
Consilium Wealth Advisory
Richardson,
Texas
|
-$3.42M |