iShares Core 60/40 Balanced Allocation ETF
88 hedge funds and large institutions have $204M invested in iShares Core 60/40 Balanced Allocation ETF in 2016 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 9 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 repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
23.04% less ownership
Funds ownership: 52.39% → 29.35% (-23%)
59% less capital invested
Capital invested by funds: $499M → $204M (-$295M)
Holders
88
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$12.2M | |
| 2 | +$8.68M | |
| 3 | +$6.94M | |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$2.39M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.24M |
Top Sellers
| 1 | -$299M | |
| 2 | -$10M | |
| 3 | -$7.66M | |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$6.9M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$5.41M |