iShares Core 60/40 Balanced Allocation ETF
341 hedge funds and large institutions have $784M invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 135 increasing their positions, 123 reducing their positions, and 19 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 repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
0.99% more ownership
Funds ownership: 36.19% → 37.18% (+0.99%)
1% more funds holding
Funds holding: 338 → 341 (+3)
Holders
341
Holding in Top 10
8
Calls
$237K
Puts
–
Top Buyers
| 1 | +$35.8M | |
| 2 | +$5.79M | |
| 3 | +$3.63M | |
| 4 |
RBA
Richard Bernstein Advisors
New York
|
+$2.33M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.28M |
Top Sellers
| 1 | -$34M | |
| 2 | -$5.38M | |
| 3 | -$2.35M | |
| 4 |
LGA
Lebenthal Global Advisors
Hauppauge,
New York
|
-$1.92M |
| 5 |
RL
Retireful LLC
Haslett,
Michigan
|
-$1.74M |