iShares Core 60/40 Balanced Allocation ETF
339 hedge funds and large institutions have $995M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 129 increasing their positions, 103 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
14% more funds holding
Funds holding: 298 → 339 (+41)
11.24% more ownership
Funds ownership: 32.97% → 44.22% (+11%)
Holders
339
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$93.3M | |
| 2 | +$53M | |
| 3 | +$49.9M | |
| 4 |
Morgan Stanley
New York
|
+$37.5M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.5M |
Top Sellers
| 1 | -$10.8M | |
| 2 | -$7.33M | |
| 3 | -$3.59M | |
| 4 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$3.02M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.58M |