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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

58 hedge funds and large institutions have $87.6M invested in iShares Morningstar Multi-Asset Income ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
IFP Advisors
Florida
$13.2M
2
CWM
2
Cornerstone Wealth Management
Missouri
$8.87M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.02M
4
Ameriprise
4
Ameriprise
Minnesota
$2.98M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.34M

Top Sellers

1
HH
1
Hilltop Holdings
Texas
$0
2
KA
2
Kovack Advisors
Florida
$0
3
AIP
3
Ahrens Investment Partners
Louisiana
$1.99M
4
Comerica Bank
4
Comerica Bank
Texas
$0
5
Jane Street
5
Jane Street
New York
$209K
Name Market Value Shares Shares
Change 		Shares
Change %
VF
26
Virtu Financial
New York
$337K 13,737 -2,920 -18%
Citadel Advisors
27
Citadel Advisors
Florida
$317K 12,916 -5,100 -28%
CA
28
Clearstead Advisors
Ohio
$232K 9,465 – –
TSS
29
Two Sigma Securities
New York
$218K 8,877 +8,877 New
Jane Street
30
Jane Street
New York
$209K 8,501 -21,096 -71%
MML Investors Services
31
MML Investors Services
Massachusetts
$207K 8,422 -981 -10%
CCM
32
Crabel Capital Management
California
$205K 8,331 – –
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$202K 8,227 -6,816 -45%
AF
34
Advisornet Financial
Minnesota
$133K 5,420 +5,420 New
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$128K 5,210 +218 +4%
AG
36
Advisor Group
Arizona
$125K 5,101 -696 -12%
AWA
37
Acorn Wealth Advisors
Michigan
$110K 4,486 +11 +0.2%
SPIA
38
Steward Partners Investment Advisory
New York
$103K 4,200 +4,200 New
FHA
39
Flagship Harbor Advisors
Massachusetts
$67K 2,766 +2,766 New
Citigroup
40
Citigroup
New York
$56K 2,270 – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$55K 2,255 +12 +0.5%
SFM
42
Signet Financial Management
New Jersey
$39K 1,595 +1,439 +922%
CI
43
CX Institutional
Indiana
$32K 1,299 +1,299 New
BWM
44
BerganKDV Wealth Management
Minnesota
$31K 1,279 +1,279 New
SEI Investments
45
SEI Investments
Pennsylvania
$28K 1,149 -811 -41%
LFG
46
LifePlan Financial Group
Ohio
$15K 593 – –
RIA
47
RPG Investment Advisory
California
$12K 502 -374 -43%
ASN
48
Advisory Services Network
Georgia
$12K 484 – –
RCAG
49
Rehmann Capital Advisory Group
Michigan
$9.68K 394 -60 -13%
BCA
50
Bay Colony Advisors
Massachusetts
$9K 353 +353 New
1
2
3