iShares Core 60/40 Balanced Allocation ETF
259 hedge funds and large institutions have $566M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 80 reducing their positions, and 20 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 capital invested
Capital invested by funds: $ → $
5.37% less ownership
Funds ownership: 32.44% → 27.06% (-5.4%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Holders
259
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$8.1M | |
| 2 | +$1.97M | |
| 3 | +$1.86M | |
| 4 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$1.58M |
| 5 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$1.24M |
Top Sellers
| 1 | -$46M | |
| 2 | -$10.3M | |
| 3 | -$4.01M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.04M |
| 5 |
LHC
Little House Capital
Braintree,
Massachusetts
|
-$2.7M |