iShares Core 60/40 Balanced Allocation ETF
148 hedge funds and large institutions have $300M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 35 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
16% less capital invested
Capital invested by funds: $356M → $300M (-$55.9M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Holders
148
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$2.25M | |
| 2 | +$1.71M | |
| 3 | +$1.37M | |
| 4 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$1.12M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.08M |
Top Sellers
| 1 | -$5.87M | |
| 2 | -$3.18M | |
| 3 | -$2.7M | |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.86M |
| 5 |
VF
Virtu Financial
New York
|
-$1.62M |