iShares Core 60/40 Balanced Allocation ETF
218 hedge funds and large institutions have $476M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 71 increasing their positions, 55 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: →
more funds holding in top 10
Funds holding in top 10: →
9% more capital invested
Capital invested by funds: $438M → $476M (+$38.4M)
0.38% less ownership
Funds ownership: 32.66% → 32.28% (-0.38%)
Holders
218
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$4.3M | |
| 2 | +$3.53M | |
| 3 | +$2.4M | |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$2.27M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$1.89M |
Top Sellers
| 1 | -$5.02M | |
| 2 | -$2.03M | |
| 3 | -$1.77M | |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$1.39M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$822K |