iShares Core 60/40 Balanced Allocation ETF
193 hedge funds and large institutions have $435M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 30 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
less ownership
Funds ownership: →
13% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 30
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Holders
193
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$7.68M | |
| 2 | +$6.5M | |
| 3 | +$3.7M | |
| 4 |
Morgan Stanley
New York
|
+$3.58M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$3.48M |
Top Sellers
| 1 | -$14.8M | |
| 2 | -$14M | |
| 3 | -$5.43M | |
| 4 |
SWPG
Strategic Wealth Partners Group
Deerfield,
Illinois
|
-$4.63M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.2M |