ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE)
INC
INC was delisted on the 11th of May, 2016.
20 hedge funds and large institutions have $86.1M invested in ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
43% more funds holding
Funds holding: 14 → 20 (+6)
37% more capital invested
Capital invested by funds: $62.8M → $86.1M (+$23.3M)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$22.2M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$2.35M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.8M |
| 4 |
Jane Street
New York
|
+$1.71M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$3.96M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.06M |
| 3 |
Barclays
London,
United Kingdom
|
-$374K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$163K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$90.3K |
INC Hedge Fund Activity: Q4 2016 in Review
20 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) (INC) for Q4 2016, worth a combined $86.1M — up 37% from $62.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new INC positions and 1 closed out — a net gain of 6 holders — while 5 added to existing stakes and 6 trimmed.
The largest buyer was BlackRock Advisors, opening a new position worth an estimated $22.2M. The largest seller was BlackRock, cutting an estimated $3.96M.
- 20 institutional investors held ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) (INC) as of Q4 2016, up from 14 in Q3 2016.
- Funds reported $86.1M of ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) stock for Q4 2016, up 37% quarter-over-quarter.
- 7 funds opened new ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) positions in Q4 2016 and 1 closed out, a net change of +6 holders.
- The largest ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) buyer in Q4 2016 was BlackRock Advisors, an estimated $22.2M added.
- The largest ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) seller in Q4 2016 was BlackRock, an estimated $3.96M sold.
Based on aggregated 13F filings for Q4 2016.