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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

74 hedge funds and large institutions have $145M invested in iShares Morningstar Multi-Asset Income ETF in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
32
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$14.1M
2
WP
2
WealthPLAN Partners
Nebraska
$3.27M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.7M
4
DADC
4
D.A. Davidson & Co
Montana
$3.42M
5
Jane Street
5
Jane Street
New York
$1.79M

Top Sellers

1
AL
1
Aspiriant LLC
California
$0
2
TC
2
Trilogy Capital
California
$0
3
SS
3
Simplicity Solutions
Minnesota
$1.25M
4
AWM
4
AE Wealth Management
Kansas
$1.32M
5
IA
5
IFP Advisors
Florida
$1.76M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$1.33M 52,012 -2,002 -4%
AWM
27
AE Wealth Management
Kansas
$1.32M 51,676 -68,515 -57%
SS
28
Simplicity Solutions
Minnesota
$1.25M 48,980 -68,973 -58%
UBS Group
29
UBS Group
Switzerland
$1.23M 48,234 -4,521 -9%
BSAM
30
Blue Sky Asset Management
Colorado
$1.08M 42,144 +42,144 New
GWM
31
Geneos Wealth Management
Colorado
$1.07M 41,791 +2,009 +5%
AIP
32
Ahrens Investment Partners
Louisiana
$959K 37,525 +6,300 +20%
GVAG
33
Great Valley Advisor Group
Delaware
$893K 34,969 -33,818 -49%
IAA
34
Independent Advisor Alliance
North Carolina
$859K 33,619 +19,628 +140%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$842K 32,978 +32,978 New
MWP
36
MYCIO Wealth Partners
Pennsylvania
$641K 25,109 +25,109 New
BlackRock
37
BlackRock
New York
$566K 22,170 – –
GRP
38
Global Retirement Partners
California
$543K 21,263 -116 -0.5%
OIA
39
OneDigital Investment Advisors
Kansas
$488K 19,101 – –
CA
40
Calton & Associates
Florida
$473K 18,521 +8,296 +81%
CFGS
41
Concourse Financial Group Securities
Alabama
$408K 15,958 +2,641 +20%
CAN
42
Cetera Advisor Networks
California
$392K 15,336 -83 -0.5%
TFS
43
Thoroughbred Financial Services
Tennessee
$381K 14,917 +4,620 +45%
CI
44
CX Institutional
Indiana
$365K 14,284 -68 -0.5%
NFG
45
Next Financial Group
Texas
$363K 14,208 +2,144 +18%
AF
46
Advisornet Financial
Minnesota
$361K 14,120 – –
AG
47
Advisor Group
Arizona
$343K 13,457 -86 -0.6%
ACP
48
Aveo Capital Partners
Colorado
$298K 11,653 +1,084 +10%
RWM
49
Reston Wealth Management
Virginia
$267K 10,467 +224 +2%
WP
50
WealthSource Partners
California
$256K 10,037 – –
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