iShares Core 60/40 Balanced Allocation ETF
355 hedge funds and large institutions have $1.1B invested in iShares Core 60/40 Balanced Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 152 increasing their positions, 103 reducing their positions, and 28 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 capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
8.2% more ownership
Funds ownership: 37.18% → 45.38% (+8.2%)
4% more funds holding
Funds holding: 341 → 355 (+14)
Holders
355
Holding in Top 10
9
Calls
–
Puts
–
Top Buyers
| 1 | +$92.8M | |
| 2 | +$32M | |
| 3 | +$29M | |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$14.4M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$14.1M |
Top Sellers
| 1 | -$13.8M | |
| 2 | -$6.05M | |
| 3 | -$5.93M | |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$1.72M |
| 5 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$1.01M |