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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
76
$758K
77
$753K
78
$752K
79
$742K
80
$730K
81
$716K
82
$706K
83
$700K
84
$693K
85
$688K
86
$681K
87
$681K
88
$672K
89
$652K
90
$643K
91
$642K
92
$631K
93
$612K
94
$612K
95
$606K
96
$600K
97
$599K
98
$590K
99
$585K
100
$583K