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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

63 hedge funds and large institutions have $62.5M invested in iShares Morningstar Multi-Asset Income ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
26
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.16M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.05M
3
Wells Fargo
3
Wells Fargo
California
$3.25M
4
PA
4
PFG Advisors
Arizona
$305K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.92M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.98M
2
FAIM
2
Financial Advocates Investment Management
Washington
$0
3
LPL Financial
3
LPL Financial
California
$1.77M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$568K
5
AWM
5
AE Wealth Management
Kansas
$377K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
26
MYCIO Wealth Partners
Pennsylvania
$566K – – –
CI
27
CX Institutional
Indiana
$556K +$75.4K +3,342 +16%
AF
28
Advisornet Financial
Minnesota
$458K – – –
GRP
29
Global Retirement Partners
California
$443K -$9.6K -426 -2%
CA
30
Calton & Associates
Florida
$434K +$3.66K +162 +0.8%
GVAG
31
Great Valley Advisor Group
Delaware
$432K +$176K +7,804 +69%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$398K -$47.3K -2,101 -11%
PAG
33
Private Advisor Group
New Jersey
$387K +$23K +1,022 +6%
AWM
34
AE Wealth Management
Kansas
$377K -$324K -14,344 -46%
NFG
35
Next Financial Group
Texas
$368K -$36.8K -1,633 -9%
SS
36
Simplicity Solutions
Minnesota
$353K -$233K -10,332 -40%
TFS
37
Thoroughbred Financial Services
Tennessee
$347K +$496 +22 +0.1%
PA
38
PFG Advisors
Arizona
$305K +$305K +13,541 New
UBS Group
39
UBS Group
Switzerland
$295K +$14K +622 +5%
Truist Financial
40
Truist Financial
North Carolina
$268K – – –
RWM
41
Reston Wealth Management
Virginia
$244K +$2.71K +120 +1%
SCM
42
Stonehearth Capital Management
Massachusetts
$237K -$2.6K -115 -1%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$186K +$50.2K +2,225 +37%
BL
44
Balentine LLC
Georgia
$141K +$141K +6,254 New
S
45
SignatureFD
Georgia
$108K -$33.8K -1,500 -24%
CFGS
46
Concourse Financial Group Securities
Alabama
$99K -$7.3K -325 -7%
IA
47
IFP Advisors
Florida
$93K -$199K -8,843 -68%
RG
48
Retirement Group
California
$83K +$22 +1 +0%
FFA
49
Founders Financial Alliance
North Carolina
$75K +$75K +3,261 New
WCG
50
Weaver Consulting Group
California
$68K +$22.7K +1,000 +50%
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