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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

51 hedge funds and large institutions have $84.7M invested in iShares Morningstar Multi-Asset Income ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HW
Hancock Whitney
Mississippi
+$2.11M
2
Wells Fargo
Wells Fargo
California
+$1.89M
3
SPIA
Steward Partners Investment Advisory
New York
+$1.28M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$861K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$840K

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$23.6M
2
IA
IFP Advisors
Florida
-$3.38M
3
Bank of America
Bank of America
North Carolina
-$1.8M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$848K
5
AIP
Ahrens Investment Partners
Louisiana
-$472K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$551K -$37.5K -1,611 -6%
HighTower Advisors
27
HighTower Advisors
Illinois
$507K +$62.7K +2,694 +14%
SC
28
Scotia Capital
Ontario, Canada
$450K +$24.8K +1,065 +6%
GRP
29
Global Retirement Partners
California
$442K +$442K +18,997 New
AIP
30
Ahrens Investment Partners
Louisiana
$423K -$472K -20,300 -53%
AG
31
Advisor Group
Arizona
$314K +$197K +8,478 +169%
CAN
32
Cetera Advisor Networks
California
$302K +$12.2K +527 +4%
ACM
33
Allred Capital Management
Texas
$271K +$271K +11,682 New
WP
34
WealthSource Partners
California
$247K +$27.7K +1,188 +13%
NFG
35
Next Financial Group
Texas
$201K +$115K +4,936 +134%
CFGS
36
Concourse Financial Group Securities
Alabama
$156K +$156K +6,660 New
AF
37
Advisornet Financial
Minnesota
$126K – – –
MWA
38
Meridian Wealth Advisors
Texas
$89K +$89K +3,829 New
FHA
39
Flagship Harbor Advisors
Massachusetts
$67K +$3.45K +150 +5%
AIC
40
Ameritas Investment Company
Nebraska
$55K +$55K +2,356 New
CI
41
CX Institutional
Indiana
$43K -$48.3K -2,084 -53%
OSNBOA
42
Old Second National Bank of Aurora
Illinois
$40K +$40K +1,709 New
BWM
43
BerganKDV Wealth Management
Minnesota
$30K – – –
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$14K -$12.4K -521 -47%
LFG
45
LifePlan Financial Group
Ohio
$14K – – –
RIA
46
RPG Investment Advisory
California
$12K +$140 +6 +1%
ASN
47
Advisory Services Network
Georgia
$11K – – –
MOS
48
MGO One Seven
Ohio
$9K +$9K +400 New
Fidelity Investments
49
Fidelity Investments
Massachusetts
$8K -$48.3K -2,137 -86%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$2K -$7.34K -367 -79%
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