iShares Core 60/40 Balanced Allocation ETF
41 hedge funds and large institutions have $41.8M invested in iShares Core 60/40 Balanced Allocation ETF in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
1.97% more ownership
Funds ownership: 13.32% → 15.29% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Holders
41
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$9M | |
| 2 | +$2.27M | |
| 3 | +$855K | |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$276K |
| 5 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
+$238K |
Top Sellers
| 1 | -$2.13M | |
| 2 | -$788K | |
| 3 | -$495K | |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$486K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$454K |