iShares Core 60/40 Balanced Allocation ETF
326 hedge funds and large institutions have $749M invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 129 reducing their positions, and 37 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
less ownership
Funds ownership: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
22% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 37
25% less capital invested
Capital invested by funds: $995M → $749M (-$246M)
Holders
326
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$21.1M | |
| 2 | +$13.3M | |
| 3 | +$3.21M | |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$3.19M |
| 5 |
RL
Retireful LLC
Haslett,
Michigan
|
+$2.81M |
Top Sellers
| 1 | -$111M | |
| 2 | -$55.6M | |
| 3 | -$40.1M | |
| 4 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
-$21M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$19.6M |