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iShares Core 60/40 Balanced Allocation ETF

248 hedge funds and large institutions have $556M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 22 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 funds holding

Funds holding:

1.67% more ownership

Funds ownership: 30.77%32.44% (+1.7%)

15% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 88

Holders
248
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
26
$3.66M
27
$3.4M
28
$3.36M
29
$3.29M
30
$2.89M
31
$2.73M
32
$2.72M
33
$2.7M
34
$2.7M
35
$2.61M
36
$2.51M
37
$2.46M
38
$2.45M
39
$2.22M
40
$2.11M
41
$2.04M
42
$2.02M
43
$2.01M
44
$1.94M
45
$1.86M
46
$1.85M
47
$1.78M
48
$1.62M
49
$1.56M
50
$1.55M