iShares Core 60/40 Balanced Allocation ETF
171 hedge funds and large institutions have $456M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 16 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 capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
2.1% less ownership
Funds ownership: 35.25% → 33.15% (-2.1%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Holders
171
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$14.8M | |
| 2 | +$1.18M | |
| 3 | +$1M | |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$961K |
| 5 |
BlackRock
New York
|
+$782K |
Top Sellers
| 1 | -$9.65M | |
| 2 | -$8.93M | |
| 3 | -$2.11M | |
| 4 |
MFS
Madrona Financial Services
Everett,
Washington
|
-$1.89M |
| 5 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
-$1.78M |