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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

46 hedge funds and large institutions have $79.6M invested in iShares Morningstar Multi-Asset Income ETF in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
46
Holders Change
+6
Holders Change %
+15%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
25
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIP
1
Ahrens Investment Partners
Louisiana
$6.36M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.65M
3
Wells Fargo
3
Wells Fargo
California
$6.79M
4
UBS Group
4
UBS Group
Switzerland
$2.7M
5
IA
5
IFP Advisors
Florida
$3.47M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$10.5M
2
Jane Street
2
Jane Street
New York
$524K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
BKA
4
Brick & Kyle Associates
Pennsylvania
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$385K
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$524K 20,460 -97,550 -83%
KA
27
Kovack Advisors
Florida
$492K 19,210 +19,210 New
SC
28
Scotia Capital
Ontario, Canada
$391K 15,251 +660 +5%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$385K 15,026 -854 -5%
SI
30
SII Investments
Wisconsin
$361K 14,088 -385 -3%
PAG
31
Private Advisor Group
New Jersey
$312K 12,349 -458 -4%
MML Investors Services
32
MML Investors Services
Massachusetts
$260K 10,164 +10,164 New
CA
33
Clearstead Advisors
Ohio
$242K 9,465 +9,465 New
AG
34
Advisor Group
Arizona
$210K 8,214 +2,787 +51%
RIA
35
RPG Investment Advisory
California
$60K 2,332 +2,332 New
Citigroup
36
Citigroup
New York
$58K 2,270 +2,270 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$57K 2,208 -189 -8%
NFG
38
Next Financial Group
Texas
$51K 2,000 – –
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$48K 1,882 +395 +27%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34K 1,335 +1,335 New
VWA
41
V Wealth Advisors
Kansas
$23K 911 +911 New
CFD
42
Creative Financial Designs
Indiana
$17K 667 -333 -33%
Creative Planning
43
Creative Planning
Kansas
$17K 680 +240 +55%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$5K 200 – –
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$4K 150 – –
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– – -18,285 Closed
BKA
47
Brick & Kyle Associates
Pennsylvania
– – -1,000 Closed
Parallax Volatility Advisers
48
Parallax Volatility Advisers
California
$0 1 – –
1
2