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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

53 hedge funds and large institutions have $32.2M invested in iShares Morningstar Multi-Asset Income ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
8
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAIM
1
Financial Advocates Investment Management
Washington
$3.76M
2
Bank of America
2
Bank of America
North Carolina
$5.21M
3
GCWM
3
Graham Capital Wealth Management
District of Columbia
$516K
4
Jane Street
4
Jane Street
New York
$286K
5
PA
5
Parallel Advisors
California
$217K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.37M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$0
3
BlackRock
3
BlackRock
New York
$131K
4
LA
4
LVW Advisors
New York
$1.48M
5
IA
5
IFP Advisors
Florida
$10.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$265K -$272K -14,135 -51%
KAS
27
Kestra Advisory Services
Texas
$262K +$58 +3 +0%
SPIA
28
Steward Partners Investment Advisory
New York
$261K -$27.6K -1,433 -10%
GRP
29
Global Retirement Partners
California
$259K +$267 +14 +0.1%
UBS Group
30
UBS Group
Switzerland
$237K -$134K -6,944 -36%
IWM
31
IHT Wealth Management
Illinois
$223K +$21.6K +1,123 +11%
PA
32
Parallel Advisors
California
$217K +$217K +11,250 New
RJA
33
Raymond James & Associates
Florida
$204K -$86.4K -4,488 -30%
BlackRock
34
BlackRock
New York
$131K -$1.91M -98,966 -94%
GBT
35
Grove Bank & Trust
Florida
$75.9K – – –
JFA
36
JNBA Financial Advisors
Minnesota
$63.1K -$52.5K -2,726 -45%
HI
37
Harbour Investments
Wisconsin
$52K +$31.5K +1,638 +154%
NA
38
NewEdge Advisors
Louisiana
$38.3K -$1.91K -99 -5%
FFA
39
Founders Financial Alliance
North Carolina
$32.5K – – –
BWM
40
BerganKDV Wealth Management
Minnesota
$24.6K – – –
PA
41
PSI Advisors
Florida
$22.5K – – –
AIP
42
Ahrens Investment Partners
Louisiana
$21.2K +$21.2K +1,100 New
EWA
43
EverSource Wealth Advisors
Alabama
$14.8K -$404 -21 -3%
BAM
44
Belpointe Asset Management
Nevada
$13.1K +$770 +40 +6%
ASN
45
Advisory Services Network
Georgia
$11.6K – – –
IA
46
IFP Advisors
Florida
$10.6K -$972K -39,342 -99%
IGWM
47
ICA Group Wealth Management
Colorado
$6.74K – – –
ACA
48
Aptus Capital Advisors
Alabama
$4.81K +$4.81K +250 New
GWANC
49
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.81K +$4.81K +250 New
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$4K +$1.22K +58 +44%
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