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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

49 hedge funds and large institutions have $80.5M invested in iShares Morningstar Multi-Asset Income ETF in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
23
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KA
1
Kovack Advisors
Florida
$1.39M
2
HW
2
Hancock Whitney
Mississippi
$1.78M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$878K
4
IA
4
IFP Advisors
Florida
$4.32M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$3.97M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$886K
2
Jane Street
2
Jane Street
New York
$0
3
Ameriprise
3
Ameriprise
Minnesota
$3.03M
4
Bank of America
4
Bank of America
North Carolina
$9.93M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
26
BlackRock
New York
$617K – – –
SC
27
Scotia Capital
Ontario, Canada
$460K +$23.2K +899 +5%
AG
28
Advisor Group
Arizona
$353K +$61.4K +2,373 +21%
CWM
29
Cornerstone Wealth Management
Missouri
$299K -$310K -12,034 -51%
MML Investors Services
30
MML Investors Services
Massachusetts
$272K +$2.2K +85 +0.8%
CA
31
Clearstead Advisors
Ohio
$244K – – –
PAG
32
Private Advisor Group
New Jersey
$230K -$127K -4,907 -36%
CCM
33
Crabel Capital Management
California
$215K +$215K +8,331 New
AWA
34
Acorn Wealth Advisors
Michigan
$111K +$111K +4,310 New
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$108K +$108K +4,169 New
WAM
36
Wealthspire Advisors (Maryland)
Maryland
$70K +$70K +2,725 New
RIA
37
RPG Investment Advisory
California
$61K +$565 +22 +0.9%
Citigroup
38
Citigroup
New York
$59K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$58K +$286 +11 +0.5%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53K +$6.84K +266 +15%
SWP
41
Stratos Wealth Partners
Ohio
$47K +$47K +1,802 New
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$27K -$4.14K -169 -13%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$27K – – –
CFD
44
Creative Financial Designs
Indiana
$17K – – –
MOS
45
MGO One Seven
Ohio
$10K +$10K +400 New
FAAS
46
First Allied Advisory Services
California
$10K +$10K +405 New
APA
47
American Portfolios Advisors
New York
$8.73K +$8.73K +338 New
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$4K – – –
Jane Street
49
Jane Street
New York
– -$1.11M -42,811 Closed
SI
50
SII Investments
Wisconsin
– -$333K -12,935 Closed
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