iShares Core 60/40 Balanced Allocation ETF
258 hedge funds and large institutions have $689M invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 100 increasing their positions, 87 reducing their positions, and 36 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
33% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 36
Holders
258
Holding in Top 10
8
Calls
–
Puts
–
Top Buyers
| 1 | +$17.7M | |
| 2 | +$8.54M | |
| 3 | +$5.28M | |
| 4 |
CWA
Consilium Wealth Advisory
Richardson,
Texas
|
+$5.12M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$3.07M |
Top Sellers
| 1 | -$10.7M | |
| 2 | -$7.6M | |
| 3 | -$6.92M | |
| 4 |
PA
Paragon Advisors
College Station,
Texas
|
-$5.09M |
| 5 |
CA
Calton & Associates
Tampa,
Florida
|
-$3.52M |