iShares Core 60/40 Balanced Allocation ETF
288 hedge funds and large institutions have $603M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 107 increasing their positions, 106 reducing their positions, and 29 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:
more ownership
Funds ownership: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
2% less funds holding
Funds holding: 293 → 288 (-5)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Holders
288
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$8.76M | |
| 2 | +$7.33M | |
| 3 | +$5.6M | |
| 4 |
RL
Retireful LLC
Haslett,
Michigan
|
+$2.43M |
| 5 |
PCM
Piedmont Capital Management
Whitefish,
Montana
|
+$1.34M |
Top Sellers
| 1 | -$5.69M | |
| 2 | -$4.97M | |
| 3 | -$4.28M | |
| 4 |
RBA
Richard Bernstein Advisors
New York
|
-$2.86M |
| 5 |
Jane Street
New York
|
-$2.82M |