ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE)
INC
INC was delisted on the 11th of May, 2016.
23 hedge funds and large institutions have $76.6M invested in ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
21% more funds holding
Funds holding: 19 → 23 (+4)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
8% less capital invested
Capital invested by funds: $82.9M → $76.6M (-$6.35M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$8.95M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$835K |
| 3 |
LPL Financial
San Diego,
California
|
+$616K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$487K |
| 5 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
+$322K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$16.1M |
| 2 |
Jane Street
New York
|
-$2.09M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$420K |
| 4 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
-$190K |
| 5 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$161K |
INC Hedge Fund Activity: Q2 2017 in Review
23 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) (INC) for Q2 2017, worth a combined $76.6M — down 7.7% from $82.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new INC positions and 1 closed out — a net gain of 4 holders — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Advocacy Wealth Management Services, adding an estimated $8.95M. The largest seller was BlackRock, cutting an estimated $16.1M.
- 23 institutional investors held ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) (INC) as of Q2 2017, up from 19 in Q1 2017.
- Funds reported $76.6M of ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) stock for Q2 2017, down 7.7% quarter-over-quarter.
- 5 funds opened new ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) positions in Q2 2017 and 1 closed out, a net change of +4 holders.
- The largest ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) buyer in Q2 2017 was Advocacy Wealth Management Services, an estimated $8.95M added.
- The largest ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) seller in Q2 2017 was BlackRock, an estimated $16.1M sold.
Based on aggregated 13F filings for Q2 2017.