iShares Core 60/40 Balanced Allocation ETF
248 hedge funds and large institutions have $556M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
1.67% more ownership
Funds ownership: 30.77% → 32.44% (+1.7%)
15% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 88
Holders
248
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$44.6M | |
| 2 | +$8.92M | |
| 3 | +$4.36M | |
| 4 |
CA
Calton & Associates
Tampa,
Florida
|
+$3.08M |
| 5 |
LHC
Little House Capital
Braintree,
Massachusetts
|
+$2.7M |
Top Sellers
| 1 | -$9.77M | |
| 2 | -$3.46M | |
| 3 | -$3.31M | |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$2.18M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.77M |