iShares Core 60/40 Balanced Allocation ETF
297 hedge funds and large institutions have $827M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 125 increasing their positions, 69 reducing their positions, and 18 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 repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
5.08% more ownership
Funds ownership: 32.73% → 37.8% (+5.1%)
88% less capital invested
Capital invested by funds: $7.1B → $827M (-$6.27B)
Holders
297
Holding in Top 10
10
Calls
–
Puts
–
Top Buyers
| 1 | +$83.8M | |
| 2 | +$22.9M | |
| 3 | +$18.5M | |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$16.5M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$12.2M |
Top Sellers
| 1 | -$52.1M | |
| 2 | -$4.69M | |
| 3 | -$3.11M | |
| 4 |
SWPG
Strategic Wealth Partners Group
Deerfield,
Illinois
|
-$2.73M |
| 5 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
-$2.07M |