iShares Core 60/40 Balanced Allocation ETF
137 hedge funds and large institutions have $356M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 9 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: →
14% more capital invested
Capital invested by funds: $312M → $356M (+$44.1M)
0.73% more ownership
Funds ownership: 28.36% → 29.09% (+0.73%)
Holders
137
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$20.5M | |
| 2 | +$3.6M | |
| 3 | +$2.28M | |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.93M |
| 5 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
+$1.47M |
Top Sellers
| 1 | -$5.77M | |
| 2 | -$3.97M | |
| 3 | -$2.02M | |
| 4 |
Lido Advisors
Los Angeles,
California
|
-$1.25M |
| 5 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
-$1.2M |