iShares Core 60/40 Balanced Allocation ETF
338 hedge funds and large institutions have $747M invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 107 increasing their positions, 129 reducing their positions, and 21 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 funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
2.5% less ownership
Funds ownership: 38.68% → 36.19% (-2.5%)
17% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 129
Holders
338
Holding in Top 10
7
Calls
–
Puts
–
Top Buyers
| 1 | +$17.2M | |
| 2 | +$10.5M | |
| 3 | +$9.48M | |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
+$9.13M |
| 5 |
JP Morgan Chase
New York
|
+$3.3M |
Top Sellers
| 1 | -$66M | |
| 2 | -$9.19M | |
| 3 | -$5.98M | |
| 4 |
RBA
Richard Bernstein Advisors
New York
|
-$5.11M |
| 5 |
AssetMark Inc
Concord,
California
|
-$4.45M |