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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
101
$645K
102
$645K
103
$643K
104
$615K
105
$587K
106
$585K
107
$584K
108
$583K
109
$563K
110
$559K
111
$526K
112
$513K
113
$512K
114
$495K
115
$479K
116
$472K
117
$468K
118
$461K
119
$456K
120
$452K
121
$450K
122
$438K
123
$437K
124
$429K
125
$428K