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iShares Morningstar Multi-Asset Income ETF

46 hedge funds and large institutions have $79.9M invested in iShares Morningstar Multi-Asset Income ETF in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
46
Holders Change
Holders Change %
0%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
20
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SC
26
Scotia Capital
Ontario, Canada
$437K 16,898 +1,647 +11%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$391K 15,117 +91 +0.6%
PAG
28
Private Advisor Group
New Jersey
$354K 13,804 +1,455 +12%
SI
29
SII Investments
Wisconsin
$333K 12,935 -1,153 -8%
AG
30
Advisor Group
Arizona
$291K 11,281 +3,067 +37%
VF
31
Virtu Financial
New York
$285K 11,026 +11,026 New
KA
32
Kovack Advisors
Florida
$278K 10,750 -8,460 -44%
MML Investors Services
33
MML Investors Services
Massachusetts
$270K 10,447 +283 +3%
CA
34
Clearstead Advisors
Ohio
$245K 9,465
Fidelity Investments
35
Fidelity Investments
Massachusetts
$221K 8,548 +8,548 New
RIA
36
RPG Investment Advisory
California
$61K 2,355 +23 +1%
Citigroup
37
Citigroup
New York
$59K 2,270
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$57K 2,220 +12 +0.5%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46K 1,795 +460 +34%
NFG
40
Next Financial Group
Texas
$39K 1,500 -500 -25%
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$33K 1,271 -611 -32%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$27K 1,040 +840 +420%
WTB
43
Washington Trust Bank
Washington
$18K 700 +700 New
CFD
44
Creative Financial Designs
Indiana
$17K 667
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$4K 150
SG
46
StoneX Group
New York
-39,347 Closed
VWA
47
V Wealth Advisors
Kansas
-911 Closed
Creative Planning
48
Creative Planning
Kansas
-680 Closed
Parallax Volatility Advisers
49
Parallax Volatility Advisers
California
$0 1