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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

67 hedge funds and large institutions have $140M invested in iShares Morningstar Multi-Asset Income ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
30
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$19.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.6M
3
TC
3
Trilogy Capital
California
$6.06M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.4M
5
SAM
5
Stringer Asset Management
Tennessee
$4.42M

Top Sellers

1
TFS
1
Thoroughbred Financial Services
Tennessee
$257K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
RCAG
3
Rehmann Capital Advisory Group
Michigan
$0
4
MML Investors Services
4
MML Investors Services
Massachusetts
$215K
5
Ameriprise
5
Ameriprise
Minnesota
$6.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$1.35M 54,014 +2,443 +5%
UBS Group
27
UBS Group
Switzerland
$1.32M 52,755 -1,993 -4%
CBFP
28
Cedar Brook Financial Partners
Ohio
$1.22M 48,725 +1,235 +3%
GWM
29
Geneos Wealth Management
Colorado
$990K 39,782 +3,920 +11%
HighTower Advisors
30
HighTower Advisors
Illinois
$917K 36,749 +1,630 +5%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$885K 35,430 +7,231 +26%
AIP
32
Ahrens Investment Partners
Louisiana
$780K 31,225 +17,275 +124%
Citadel Advisors
33
Citadel Advisors
Florida
$656K 26,270 +10,117 +63%
Jane Street
34
Jane Street
New York
$594K 23,786 +23,786 New
BlackRock
35
BlackRock
New York
$554K 22,170 – –
GRP
36
Global Retirement Partners
California
$534K 21,379 -178 -0.8%
OIA
37
OneDigital Investment Advisors
Kansas
$477K 19,101 +19,101 New
CAN
38
Cetera Advisor Networks
California
$386K 15,419 +17 +0.1%
CI
39
CX Institutional
Indiana
$358K 14,352 +509 +4%
AF
40
Advisornet Financial
Minnesota
$353K 14,120 +8,700 +161%
IAA
41
Independent Advisor Alliance
North Carolina
$351K 13,991 +13,991 New
AG
42
Advisor Group
Arizona
$338K 13,543 -285 -2%
CFGS
43
Concourse Financial Group Securities
Alabama
$333K 13,317 -657 -5%
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$316K 12,664 -1,248 -9%
NFG
45
Next Financial Group
Texas
$301K 12,064 -611 -5%
ACP
46
Aveo Capital Partners
Colorado
$266K 10,569 +1,143 +12%
VAS
47
Vestmark Advisory Solutions
Massachusetts
$260K 10,432 +10,432 New
TFS
48
Thoroughbred Financial Services
Tennessee
$257K 10,297 -84,518 -89%
RWM
49
Reston Wealth Management
Virginia
$256K 10,243 +136 +1%
CA
50
Calton & Associates
Florida
$255K 10,225 +10,225 New
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