iShares Core 60/40 Balanced Allocation ETF
200 hedge funds and large institutions have $417M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 80 reducing their positions, and 38 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
29% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 38
36% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 80
Holders
200
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$11.5M | |
| 2 | +$10.6M | |
| 3 | +$2.42M | |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.11M |
| 5 |
WA
WestEnd Advisors
Charlotte,
North Carolina
|
+$2.08M |
Top Sellers
| 1 | -$9.08M | |
| 2 | -$5.2M | |
| 3 | -$2.33M | |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$2.21M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$1.92M |