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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

54 hedge funds and large institutions have $112M invested in iShares Morningstar Multi-Asset Income ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 11 closing their positions.

Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
15
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$23.6M
2
AL
2
Aspiriant LLC
California
$6.03M
3
KA
3
Kovack Advisors
Florida
$1.09M
4
IA
4
IFP Advisors
Florida
$14.4M
5
Bank of America
5
Bank of America
North Carolina
$10.6M

Top Sellers

1
AIP
1
Ahrens Investment Partners
Louisiana
$952K
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$3.16M
3
LPL Financial
3
LPL Financial
California
$3.34M
4
VF
4
Virtu Financial
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$626K 25,299 +16,798 +198%
BlackRock
27
BlackRock
New York
$591K 23,869 – –
HighTower Advisors
28
HighTower Advisors
Illinois
$471K 19,076 +1,299 +7%
SC
29
Scotia Capital
Ontario, Canada
$452K 18,283 -9,963 -35%
CAN
30
Cetera Advisor Networks
California
$310K 12,510 +12,510 New
WP
31
WealthSource Partners
California
$233K 9,417 +9,417 New
TSS
32
Two Sigma Securities
New York
$225K 9,100 +223 +3%
MML Investors Services
33
MML Investors Services
Massachusetts
$221K 8,950 +528 +6%
AF
34
Advisornet Financial
Minnesota
$134K 5,420 – –
AG
35
Advisor Group
Arizona
$123K 5,003 -98 -2%
SPIA
36
Steward Partners Investment Advisory
New York
$104K 4,200 – –
CI
37
CX Institutional
Indiana
$97K 3,940 +2,641 +203%
NFG
38
Next Financial Group
Texas
$91K 3,677 +3,677 New
FHA
39
Flagship Harbor Advisors
Massachusetts
$68K 2,766 – –
RCAG
40
Rehmann Capital Advisory Group
Michigan
$64.1K 2,589 +2,195 +557%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$62K 2,491 +2,491 New
SWP
42
Stratos Wealth Partners
Ohio
$57K 2,303 +2,303 New
Citigroup
43
Citigroup
New York
$56K 2,270 – –
BWM
44
BerganKDV Wealth Management
Minnesota
$32K 1,279 – –
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$27K 1,111 +911 +456%
LFG
46
LifePlan Financial Group
Ohio
$15K 593 – –
RIA
47
RPG Investment Advisory
California
$13K 509 +7 +1%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$12K 467 -1,788 -79%
ASN
49
Advisory Services Network
Georgia
$12K 484 – –
CT
50
CPF Texas
Texas
$11K 441 +441 New
1
2
3