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iShares Morningstar Multi-Asset Income ETF

66 hedge funds and large institutions have $103M invested in iShares Morningstar Multi-Asset Income ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

29% less capital invested

Capital invested by funds: $145M → $103M (-$42M)

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

Holders
66
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$4.16M
2 -$3.45M
3 -$2.31M
4
Jane Street
Jane Street
New York
-$1.79M
5
Wells Fargo
Wells Fargo
California
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$965K
27
$885K
28
$705K
29
$520K
30
$518K
31
$502K
32
$454K
33
$443K
34
$416K
35
$406K
36
$398K
37
$395K
38
$378K
39
$366K
40
$336K
41
$309K
42
$307K
43
$288K
44
$278K
45
$277K
46
$238K
47
$228K
48
$216K
49
$210K
50
$152K