iShares Core 60/40 Balanced Allocation ETF
298 hedge funds and large institutions have $613M invested in iShares Core 60/40 Balanced Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 20 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 funds holding
Funds holding: →
more ownership
Funds ownership: →
2% more capital invested
Capital invested by funds: $603M → $613M (+$10.8M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Holders
298
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$13.4M | |
| 2 | +$6.93M | |
| 3 | +$5.29M | |
| 4 |
Wells Fargo
San Francisco,
California
|
+$4.86M |
| 5 |
DWM
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
+$4.59M |
Top Sellers
| 1 | -$7.43M | |
| 2 | -$7.4M | |
| 3 | -$5.78M | |
| 4 |
RL
Retireful LLC
Haslett,
Michigan
|
-$2.43M |
| 5 |
BlackRock
New York
|
-$1.56M |