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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

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
Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
15
Reduced
28
Closed
9
Calls
–
Puts
$304K
Net Calls
-$304K
Net Calls Change
-$304K

Top Buyers

1
FAIM
1
Financial Advocates Investment Management
Washington
$1.06M
2
Citadel Advisors
2
Citadel Advisors
Florida
$727K
3
Morgan Stanley
3
Morgan Stanley
New York
$4.06M
4
Jane Street
4
Jane Street
New York
$355K
5
JFA
5
JNBA Financial Advisors
Minnesota
$1.96M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.12M
2
RJA
2
Raymond James & Associates
Florida
$2.79M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.62M
4
UBS Group
4
UBS Group
Switzerland
$276K
5
WP
5
WealthPLAN Partners
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
26
Simplicity Solutions
Minnesota
$577K +$73.1K +3,292 +15%
MWP
27
MYCIO Wealth Partners
Pennsylvania
$557K – – –
BlackRock
28
BlackRock
New York
$520K +$27.7K +1,246 +6%
CI
29
CX Institutional
Indiana
$473K +$53.8K +2,425 +13%
AF
30
Advisornet Financial
Minnesota
$451K – – –
GRP
31
Global Retirement Partners
California
$446K -$15.5K -698 -3%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$438K -$774K -34,938 -64%
CA
33
Calton & Associates
Florida
$423K -$18.4K -828 -4%
NFG
34
Next Financial Group
Texas
$398K +$55.4K +2,499 +16%
PAG
35
Private Advisor Group
New Jersey
$359K -$13.9K -627 -4%
Jane Street
36
Jane Street
New York
$355K +$355K +16,004 New
TFS
37
Thoroughbred Financial Services
Tennessee
$342K +$667 +30 +0.2%
IA
38
IFP Advisors
Florida
$288K -$1.39M -62,649 -83%
UBS Group
39
UBS Group
Switzerland
$276K -$4.41M -199,088 -94%
Truist Financial
40
Truist Financial
North Carolina
$264K – – –
GVAG
41
Great Valley Advisor Group
Delaware
$252K -$529K -23,852 -68%
SCM
42
Stonehearth Capital Management
Massachusetts
$243K -$210K -9,155 -46%
RWM
43
Reston Wealth Management
Virginia
$237K +$3.64K +164 +2%
AIP
44
Ahrens Investment Partners
Louisiana
$219K -$101K -4,525 -31%
CAN
45
Cetera Advisor Networks
California
$148K -$91.6K -4,126 -38%
S
46
SignatureFD
Georgia
$140K +$140K +6,300 New
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$134K +$87.4K +3,928 +188%
CFGS
48
Concourse Financial Group Securities
Alabama
$105K -$202K -9,111 -66%
RG
49
Retirement Group
California
$82K +$82K +3,696 New
CFD
50
Creative Financial Designs
Indiana
$68K +$68K +3,047 New
1
2
3