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iShares Morningstar Multi-Asset Income ETF

59 hedge funds and large institutions have $72.4M invested in iShares Morningstar Multi-Asset Income ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KA
26
Kovack Advisors
Florida
$685K -$511K -21,225 -43%
BlackRock
27
BlackRock
New York
$614K -$11.1K -463 -2%
MWP
28
MYCIO Wealth Partners
Pennsylvania
$604K
CI
29
CX Institutional
Indiana
$551K -$42.9K -1,781 -7%
MML Investors Services
30
MML Investors Services
Massachusetts
$510K +$510K +21,202 New
AF
31
Advisornet Financial
Minnesota
$465K -$24.1K -1,000 -5%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$464K +$39.4K +1,640 +9%
PAG
33
Private Advisor Group
New Jersey
$414K +$866 +36 +0.2%
NFG
34
Next Financial Group
Texas
$410K +$17.1K +709 +4%
CA
35
Calton & Associates
Florida
$409K -$54K -2,243 -12%
GRP
36
Global Retirement Partners
California
$344K -$129K -5,376 -27%
AWM
37
AE Wealth Management
Kansas
$333K -$69K -2,865 -17%
UBS Group
38
UBS Group
Switzerland
$303K -$12.4K -515 -4%
RWM
39
Reston Wealth Management
Virginia
$264K +$4.02K +167 +2%
PA
40
PFG Advisors
Arizona
$263K -$63.2K -2,625 -19%
SCM
41
Stonehearth Capital Management
Massachusetts
$253K
S
42
SignatureFD
Georgia
$116K
CFGS
43
Concourse Financial Group Securities
Alabama
$90K -$16.2K -672 -15%
RG
44
Retirement Group
California
$89K +$24 +1 +0%
IA
45
IFP Advisors
Florida
$87K -$11.2K -469 -11%
FFA
46
Founders Financial Alliance
North Carolina
$78K
SPIA
47
Steward Partners Investment Advisory
New York
$62K -$1.22M -50,289 -95%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$53K -$146K -6,054 -73%
BWM
49
BerganKDV Wealth Management
Minnesota
$31K
Citigroup
50
Citigroup
New York
$29K +$4.53K +191 +19%