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iShares Morningstar Multi-Asset Income ETF

65 hedge funds and large institutions have $63.5M invested in iShares Morningstar Multi-Asset Income ETF in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

46% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 28

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $304K

Holders
65
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$304K
Net Calls
Net Calls Change

Top Buyers

1 +$1.06M
2 +$727K
3 +$691K
4
Jane Street
Jane Street
New York
+$355K
5
JFA
JNBA Financial Advisors
Minnesota
+$140K

Top Sellers

1 -$12.4M
2 -$10.6M
3 -$7.15M
4
UBS Group
UBS Group
Switzerland
-$4.41M
5
WP
WealthPLAN Partners
Nebraska
-$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$577K
27
$557K
28
$520K
29
$473K
30
$451K
31
$446K
32
$438K
33
$423K
34
$398K
35
$359K
36
$355K
37
$342K
38
$288K
39
$276K
40
$264K
41
$252K
42
$243K
43
$237K
44
$219K
45
$148K
46
$140K
47
$134K
48
$105K
49
$82K
50
$68K