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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

47 hedge funds and large institutions have $58.5M invested in iShares Morningstar Multi-Asset Income ETF in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
16
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HW
1
Hancock Whitney
Mississippi
$2.33M
2
Ameriprise
2
Ameriprise
Minnesota
$1.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$961K
4
LPL Financial
4
LPL Financial
California
$3.76M
5
Jane Street
5
Jane Street
New York
$1.32M

Top Sellers

1
SC
1
Scotia Capital
Ontario, Canada
$0
2
BIM
2
BlackRock Investment Management
Delaware
$860K
3
CAN
3
Cetera Advisor Networks
California
$0
4
SCM
4
Stonehearth Capital Management
Massachusetts
$2.63M
5
Comerica Bank
5
Comerica Bank
Texas
$838K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Cornerstone Wealth Management
Missouri
$456K +$137K +5,591 +43%
SI
27
SII Investments
Wisconsin
$351K -$64.3K -2,651 -15%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$340K +$340K +13,972 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$336K -$23.4K -960 -6%
MFS
30
MSI Financial Services
Massachusetts
$326K -$14.5K -596 -4%
Stifel Financial
31
Stifel Financial
Missouri
$305K +$305K +12,559 New
PAG
32
Private Advisor Group
New Jersey
$297K +$31.8K +1,291 +12%
SG
33
StoneX Group
New York
$273K -$36.2K -1,492 -12%
BlackRock
34
BlackRock
New York
$226K – – –
AG
35
Advisor Group
Arizona
$171K +$28.2K +1,153 +20%
NFG
36
Next Financial Group
Texas
$61K – – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$58K -$34K -1,399 -37%
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$46K +$46K +1,856 New
EDRH
39
Edmond de Rothschild Holding
Switzerland
$30K +$30K +1,250 New
BKA
40
Brick & Kyle Associates
Pennsylvania
$24K – – –
CFD
41
Creative Financial Designs
Indiana
$24K +$24K +1,000 New
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K +$12K +500 New
Citigroup
43
Citigroup
New York
$7K – – –
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$5K – – –
PFBT
45
Parkside Financial Bank & Trust
Missouri
$5K +$5K +200 New
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$4K +$4K +150 New
SC
47
Scotia Capital
Ontario, Canada
– -$1.24M -48,903 Closed
ACM
48
Argentus Capital Management
Texas
– -$545K -21,543 Closed
CAN
49
Cetera Advisor Networks
California
– -$237K -9,383 Closed
IWM
50
Integrated Wealth Management
California
– -$127K -5,017 Closed
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