AOR icon

iShares Core 60/40 Balanced Allocation ETF

258 hedge funds and large institutions have $689M invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 100 increasing their positions, 87 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

33% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 36

Holders
258
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
$837K
77
$831K
78
$825K
79
$817K
80
$815K
81
$808K
82
$807K
83
$789K
84
$788K
85
$780K
86
$779K
87
$773K
88
$753K
89
$752K
90
$732K
91
$727K
92
$723K
93
$715K
94
$705K
95
$690K
96
$686K
97
$682K
98
$668K
99
$666K
100
$660K