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iShares Core 60/40 Balanced Allocation ETF

248 hedge funds and large institutions have $556M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 22 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.67% more ownership

Funds ownership: 30.77%32.44% (+1.7%)

15% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 88

Holders
248
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
51
$1.54M
52
$1.54M
53
$1.47M
54
$1.45M
55
$1.39M
56
$1.36M
57
$1.31M
58
$1.28M
59
$1.28M
60
$1.27M
61
$1.24M
62
$1.18M
63
$1.15M
64
$1.15M
65
$1.08M
66
$1.07M
67
$1.06M
68
$988K
69
$969K
70
$925K
71
$893K
72
$840K
73
$811K
74
$805K
75
$758K