iShares Core 60/40 Balanced Allocation ETF
318 hedge funds and large institutions have $1.25B invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 116 increasing their positions, 85 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
8.9% more ownership
Funds ownership: 39.39% → 48.29% (+8.9%)
Holders
318
Holding in Top 10
9
Calls
–
Puts
–
Top Buyers
| 1 | +$268M | |
| 2 | +$70.6M | |
| 3 | +$30.7M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$24.8M |
| 5 |
AT
Arden Trust
Wilmington,
Delaware
|
+$24.3M |
Top Sellers
| 1 | -$52.5M | |
| 2 | -$52.1M | |
| 3 | -$10.1M | |
| 4 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$2.89M |
| 5 |
SWPG
Strategic Wealth Partners Group
Deerfield,
Illinois
|
-$1.82M |