iShares Core 60/40 Balanced Allocation ETF
112 hedge funds and large institutions have $285M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 60 increasing their positions, 25 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
3% less funds holding
Funds holding: 115 → 112 (-3)
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
Holders
112
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$2.45M | |
| 2 | +$2.16M | |
| 3 | +$1.64M | |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.52M |
| 5 |
NG
Northstar Group
New York
|
+$886K |
Top Sellers
| 1 | -$2.08M | |
| 2 | -$1.8M | |
| 3 | -$1.78M | |
| 4 |
SWPG
Strategic Wealth Partners Group
Deerfield,
Illinois
|
-$1.14M |
| 5 |
Morgan Stanley
New York
|
-$746K |