iShares Core 60/40 Balanced Allocation ETF
283 hedge funds and large institutions have $13.3B invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 110 increasing their positions, 94 reducing their positions, and 32 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
less ownership
Funds ownership: →
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
31% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 32
Holders
283
Holding in Top 10
8
Calls
–
Puts
–
Top Buyers
| 1 | +$49.6M | |
| 2 | +$7.27M | |
| 3 | +$6.21M | |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$5.09M |
| 5 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$2.97M |
Top Sellers
| 1 | -$67.5M | |
| 2 | -$19.7M | |
| 3 | -$18.6M | |
| 4 |
WA
WestEnd Advisors
Charlotte,
North Carolina
|
-$18.5M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$9.17M |