iShares Core 60/40 Balanced Allocation ETF
170 hedge funds and large institutions have $446M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 60 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
11.15% less ownership
Funds ownership: 46.4% → 35.25% (-11%)
24% less capital invested
Capital invested by funds: $588M → $446M (-$142M)
Holders
170
Holding in Top 10
7
Calls
–
Puts
–
Top Buyers
| 1 | +$11.7M | |
| 2 | +$9.55M | |
| 3 | +$8.93M | |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.12M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$1.42M |
Top Sellers
| 1 | -$78.4M | |
| 2 | -$50.1M | |
| 3 | -$37.7M | |
| 4 |
Morgan Stanley
New York
|
-$14.6M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$10.4M |