iShares Core 60/40 Balanced Allocation ETF
115 hedge funds and large institutions have $269M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 11 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 funds holding
Funds holding: →
less ownership
Funds ownership: →
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
46% less capital invested
Capital invested by funds: $500M → $269M (-$232M)
Holders
115
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$38.4M | |
| 2 | +$4.52M | |
| 3 | +$2.74M | |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$2.39M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.99M |
Top Sellers
| 1 | -$235M | |
| 2 | -$23.9M | |
| 3 | -$6.27M | |
| 4 |
SCA
Snowden Capital Advisors
New York
|
-$4.58M |
| 5 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
-$2.02M |