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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

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.

Holders
66
Holders Change
-8
Holders Change %
-10.81%
% 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
10
Increased
25
Reduced
20
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$4.52M
2
UBS Group
2
UBS Group
Switzerland
$4.23M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.24M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.6M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$965K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$6.9M
2
RJA
2
Raymond James & Associates
Florida
$12M
3
SCM
3
Stonehearth Capital Management
Massachusetts
$395K
4
Jane Street
4
Jane Street
New York
$0
5
Wells Fargo
5
Wells Fargo
California
$3.01M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$965K 48,257 +48,257 New
GWM
27
Geneos Wealth Management
Colorado
$885K 43,852 +2,061 +5%
GVAG
28
Great Valley Advisor Group
Delaware
$705K 35,218 +249 +0.7%
AWM
29
AE Wealth Management
Kansas
$520K 25,988 -25,688 -50%
WC
30
Waterloo Capital
Texas
$518K 25,918 +25,918 New
MWP
31
MYCIO Wealth Partners
Pennsylvania
$502K 25,109 – –
SS
32
Simplicity Solutions
Minnesota
$454K 22,684 -26,296 -54%
BlackRock
33
BlackRock
New York
$443K 22,170 – –
GRP
34
Global Retirement Partners
California
$416K 20,791 -472 -2%
AF
35
Advisornet Financial
Minnesota
$406K 20,320 +6,200 +44%
CA
36
Calton & Associates
Florida
$398K 19,897 +1,376 +7%
SCM
37
Stonehearth Capital Management
Massachusetts
$395K 19,767 -115,354 -85%
CI
38
CX Institutional
Indiana
$378K 18,879 +4,595 +32%
BSW
39
Buckingham Strategic Wealth
Missouri
$366K 18,275 +18,275 New
PAG
40
Private Advisor Group
New Jersey
$336K 16,787 +8,347 +99%
NFG
41
Next Financial Group
Texas
$309K 15,444 +1,236 +9%
TFS
42
Thoroughbred Financial Services
Tennessee
$307K 15,354 +437 +3%
AIP
43
Ahrens Investment Partners
Louisiana
$288K 14,375 -23,150 -62%
TSS
44
Two Sigma Securities
New York
$278K 13,885 +13,885 New
CFGS
45
Concourse Financial Group Securities
Alabama
$277K 13,844 -2,114 -13%
Truist Financial
46
Truist Financial
North Carolina
$238K 11,888 +11,888 New
VAS
47
Vestmark Advisory Solutions
Massachusetts
$228K 11,385 -4,952 -30%
CAN
48
Cetera Advisor Networks
California
$216K 10,791 -4,545 -30%
RWM
49
Reston Wealth Management
Virginia
$210K 10,518 +51 +0.5%
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$152K 7,596 +132 +2%
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