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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

60 hedge funds and large institutions have $63.6M invested in iShares Morningstar Multi-Asset Income ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.65M
2
LPL Financial
2
LPL Financial
California
$2.56M
3
JFA
3
JNBA Financial Advisors
Minnesota
$2.67M
4
FFN
4
Focus Financial Network
Minnesota
$425K
5
OMC
5
Old Mission Capital
Illinois
$380K

Top Sellers

1
HW
1
Hancock Whitney
Mississippi
$1.15M
2
Bank of America
2
Bank of America
North Carolina
$6.69M
3
FAIM
3
Financial Advocates Investment Management
Washington
$0
4
KAS
4
Kestra Advisory Services
Texas
$0
5
GVAG
5
Great Valley Advisor Group
Delaware
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
26
BlackRock
New York
$598K – – –
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$482K +$30.1K +1,287 +7%
AF
28
Advisornet Financial
Minnesota
$453K – – –
NFG
29
Next Financial Group
Texas
$448K +$49.7K +2,123 +12%
FFN
30
Focus Financial Network
Minnesota
$425K +$425K +18,135 New
OMC
31
Old Mission Capital
Illinois
$380K +$380K +16,198 New
FTUS
32
Flow Traders U.S.
New York
$307K +$307K +13,122 New
UBS Group
33
UBS Group
Switzerland
$291K -$3.52K -150 -1%
RWM
34
Reston Wealth Management
Virginia
$258K +$891 +38 +0.3%
GRP
35
Global Retirement Partners
California
$248K -$87.3K -3,722 -26%
PA
36
PFG Advisors
Arizona
$247K -$9.03K -385 -4%
SCM
37
Stonehearth Capital Management
Massachusetts
$246K -$94 -4 -0%
PAG
38
Private Advisor Group
New Jersey
$230K -$174K -7,418 -43%
CI
39
CX Institutional
Indiana
$223K -$314K -13,370 -58%
SPIA
40
Steward Partners Investment Advisory
New York
$221K +$161K +6,860 +268%
AWM
41
AE Wealth Management
Kansas
$203K -$121K -5,174 -37%
S
42
SignatureFD
Georgia
$112K – – –
CFGS
43
Concourse Financial Group Securities
Alabama
$88K – – –
IA
44
IFP Advisors
Florida
$80K -$6.6K -279 -8%
FFA
45
Founders Financial Alliance
North Carolina
$76K -$706 -30 -0.9%
SFS
46
Sowell Financial Services
Arkansas
$74K +$74K +3,084 New
HI
47
Harbour Investments
Wisconsin
$69K +$69K +2,940 New
RG
48
Retirement Group
California
$61K -$25.8K -1,098 -30%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$51K – – –
BWM
50
BerganKDV Wealth Management
Minnesota
$30K – – –
1
2
3