iShares Core 60/40 Balanced Allocation ETF
293 hedge funds and large institutions have $589M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 67 increasing their positions, 136 reducing their positions, and 46 closing their positions.
New
Increased
Maintained
Reduced
Closed
less funds holding
Funds holding: →
less ownership
Funds ownership: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
53% less capital invested
Capital invested by funds: $1.25B → $589M (-$660M)
56% less funds holding in top 10
Funds holding in top 10: 9 → 4 (-5)
Holders
293
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$2.07M | |
| 2 | +$1.78M | |
| 3 | +$1.76M | |
| 4 |
GAA
Global Assets Advisory
Orlando,
Florida
|
+$648K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$627K |
Top Sellers
| 1 | -$309M | |
| 2 | -$99.4M | |
| 3 | -$36.1M | |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$25.2M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$25.1M |