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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

53 hedge funds and large institutions have $40.4M invested in iShares Morningstar Multi-Asset Income ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
10
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LA
1
LVW Advisors
New York
$2.46M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$2.84M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.69M
4
BlackRock
4
BlackRock
New York
$2.01M
5
Citadel Advisors
5
Citadel Advisors
Florida
$905K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$436K
2
RJA
2
Raymond James & Associates
Florida
$286K
3
Bank of America
3
Bank of America
North Carolina
$2.01M
4
Ameriprise
4
Ameriprise
Minnesota
$529K
5
JFA
5
JNBA Financial Advisors
Minnesota
$114K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$365K 19,256 +5,516 +40%
Wells Fargo
27
Wells Fargo
California
$345K 18,199 -7,494 -29%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$345K 18,183 -9,349 -34%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$344K 18,140 -3,471 -16%
KA
30
Kovack Advisors
Florida
$329K 17,315 -100 -0.6%
AWS
31
Atria Wealth Solutions
New York
$320K 16,846 -244 -1%
RJA
32
Raymond James & Associates
Florida
$286K 15,094 -127,498 -89%
SPIA
33
Steward Partners Investment Advisory
New York
$284K 14,976 +812 +6%
KAS
34
Kestra Advisory Services
Texas
$258K 13,606 +13,606 New
GRP
35
Global Retirement Partners
California
$257K 13,557 +22 +0.2%
IWM
36
IHT Wealth Management
Illinois
$198K 10,454 -300 -3%
JFA
37
JNBA Financial Advisors
Minnesota
$114K 6,003 -52,400 -90%
GBT
38
Grove Bank & Trust
Florida
$75K 3,942 +3,942 New
FWA
39
FSC Wealth Advisors
New York
$43.7K 2,303 +2,303 New
CA
40
CoreCap Advisors
Michigan
$34K 1,792 +1,792 New
FFA
41
Founders Financial Alliance
North Carolina
$32K 1,686 -25 -1%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$26K 1,416 +9 +0.6%
BWM
43
BerganKDV Wealth Management
Minnesota
$24.3K 1,279 – –
PA
44
PSI Advisors
Florida
$22.2K 1,170 – –
HI
45
Harbour Investments
Wisconsin
$20.2K 1,064 – –
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$19K 1,001 +1,001 New
EWA
47
EverSource Wealth Advisors
Alabama
$15K 790 +790 New
BAM
48
Belpointe Asset Management
Nevada
$12.2K 642 +642 New
ASN
49
Advisory Services Network
Georgia
$11.4K 600 +600 New
RIA
50
Realta Investment Advisors
Delaware
$8.54K 450 – –
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