iShares Core 60/40 Balanced Allocation ETF
169 hedge funds and large institutions have $588M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 60 increasing their positions, 41 reducing their positions, and 29 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
15.39% more ownership
Funds ownership: 31% → 46.4% (+15%)
8% more funds holding
Funds holding: 156 → 169 (+13)
Holders
169
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$75.2M | |
| 2 | +$64.1M | |
| 3 | +$35.1M | |
| 4 |
SWPG
Strategic Wealth Partners Group
Deerfield,
Illinois
|
+$32.1M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$13M |
Top Sellers
| 1 | -$11.5M | |
| 2 | -$4.48M | |
| 3 | -$4.23M | |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$2.21M |
| 5 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
-$2.16M |