iShares Core 60/40 Balanced Allocation ETF
232 hedge funds and large institutions have $492M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 97 increasing their positions, 60 reducing their positions, and 14 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 in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
8% more capital invested
Capital invested by funds: $456M → $492M (+$35.8M)
1.05% less ownership
Funds ownership: 31.82% → 30.77% (-1.1%)
Holders
232
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$3.21M | |
| 2 | +$1.81M | |
| 3 | +$1.74M | |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$1.5M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.45M |
Top Sellers
| 1 | -$7.69M | |
| 2 | -$6.71M | |
| 3 | -$6.62M | |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$5.47M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$970K |