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iShares Morningstar Multi-Asset Income ETF

48 hedge funds and large institutions have $28.7M invested in iShares Morningstar Multi-Asset Income ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
48
Holders Change
-4
Holders Change %
-7.69%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.34M 305,469 +124,721 +69%
Bank of America
2
Bank of America
North Carolina
$4.22M 203,150 +652 +0.3%
KAS
3
Kestra Advisory Services
Texas
$3.85M 185,649 +112,075 +152%
LPL Financial
4
LPL Financial
California
$1.86M 89,388 +5,232 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.63M 78,272 +15,528 +25%
PWM
6
Perigon Wealth Management
California
$1.23M 59,259 +3,078 +5%
KA
7
Kovack Advisors
Florida
$1.08M 51,912 -1,493 -3%
WA
8
Win Advisors
Florida
$836K 40,288 +40,288 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$769K 37,065 +91 +0.2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$564K 27,160 +10,810 +66%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$535K 25,772 +10 +0%
Raymond James Financial
12
Raymond James Financial
Florida
$516K 24,849 -15,051 -38%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$473K 22,771 -167 -0.7%
HighTower Advisors
14
HighTower Advisors
Illinois
$465K 22,412 +1,387 +7%
Wells Fargo
15
Wells Fargo
California
$460K 22,141 -1 -0%
FHC
16
First Heartland Consultants
Missouri
$438K 21,090 -1,988 -9%
SOS
17
Silver Oak Securities
Tennessee
$435K 20,973 +20,973 New
Osaic Holdings
18
Osaic Holdings
Arizona
$411K 20,891 -5,749 -22%
DADC
19
D.A. Davidson & Co
Montana
$338K 16,301
MML Investors Services
20
MML Investors Services
Massachusetts
$315K 15,199 -200 -1%
IWM
21
IHT Wealth Management
Illinois
$255K 12,292 -401 -3%
HW
22
Hancock Whitney
Mississippi
$241K 11,600 -659 -5%
FTS
23
Fifth Third Securities
Ohio
$212K 10,196 +10,196 New
Stifel Financial
24
Stifel Financial
Missouri
$211K 10,143 -993 -9%
WSFS
25
Wilmington Savings Fund Society
Delaware
$137K 6,604