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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

62 hedge funds and large institutions have $55.6M invested in iShares Morningstar Multi-Asset Income ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
62
Holders Change
+6
Holders Change %
+10.71%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
20
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.95M
2
CI
2
CX Institutional
Indiana
$2.18M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$1.45M
4
HW
4
Hancock Whitney
Mississippi
$2.17M
5
LPL Financial
5
LPL Financial
California
$3.29M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.82M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2M
3
OMC
3
Old Mission Capital
Illinois
$0
4
Jane Street
4
Jane Street
New York
$1.37M
5
JFA
5
JNBA Financial Advisors
Minnesota
$2.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
26
Retirement Group
California
$365K +$134K +5,580 +58%
FFN
27
Focus Financial Network
Minnesota
$355K -$71.6K -2,981 -17%
MML Investors Services
28
MML Investors Services
Massachusetts
$334K -$205K -8,523 -38%
SPIA
29
Steward Partners Investment Advisory
New York
$331K -$10.4K -433 -3%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$329K +$329K +13,671 New
DC
31
Davenport & Co
Virginia
$301K +$301K +12,525 New
RWM
32
Reston Wealth Management
Virginia
$273K +$3.82K +159 +1%
GRP
33
Global Retirement Partners
California
$251K +$336 +14 +0.1%
CWM
34
Collaborative Wealth Management
Florida
$217K +$217K +9,037 New
PAG
35
Private Advisor Group
New Jersey
$212K -$4.62K -192 -2%
TWM
36
Trinity Wealth Management
Pennsylvania
$201K – – –
BlackRock
37
BlackRock
New York
$157K – – –
S
38
SignatureFD
Georgia
$115K – – –
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$107K +$790 +33 +0.7%
FWA
40
FSC Wealth Advisors
New York
$107K +$107K +4,447 New
RPCONE
41
Retirement Planning Company of New England
Rhode Island
$99K +$99K +4,120 New
AIP
42
Ahrens Investment Partners
Louisiana
$79K +$79K +3,300 New
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$76.9K +$409 +17 +0.5%
FFA
44
Founders Financial Alliance
North Carolina
$76K -$478 -20 -0.6%
IA
45
IFP Advisors
Florida
$75K +$372 +14 +0.5%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$62K +$6.38K +264 +11%
CFGS
47
Concourse Financial Group Securities
Alabama
$53K -$35.1K -1,460 -40%
FFWM
48
Future Financial Wealth Management
Ohio
$48K +$48K +2,000 New
CA
49
CoreCap Advisors
Michigan
$44K +$44K +1,814 New
BWM
50
BerganKDV Wealth Management
Minnesota
$31K – – –
1
2
3