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iShares Morningstar Multi-Asset Income ETF

52 hedge funds and large institutions have $32.6M invested in iShares Morningstar Multi-Asset Income ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 24 reducing their positions, and 6 closing their positions.

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$280K 14,343 +734 +5%
HighTower Advisors
27
HighTower Advisors
Illinois
$277K 14,229 +14,229 New
GRP
28
Global Retirement Partners
California
$265K 13,578 +7 +0.1%
SPIA
29
Steward Partners Investment Advisory
New York
$265K 13,562 +19 +0.1%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$249K 12,740 -7,096 -36%
IWM
31
IHT Wealth Management
Illinois
$236K 12,068 +491 +4%
WA
32
Win Advisors
Florida
$222K 13,728 +13,728 New
Wells Fargo
33
Wells Fargo
California
$222K 11,380 -3,399 -23%
UBS Group
34
UBS Group
Switzerland
$207K 10,597 -1,715 -14%
BlackRock
35
BlackRock
New York
$133K 6,793
PA
36
Parallel Advisors
California
$122K 6,250 -5,000 -44%
GBT
37
Grove Bank & Trust
Florida
$76.9K 3,942
HI
38
Harbour Investments
Wisconsin
$52.7K 2,702
NA
39
NewEdge Advisors
Louisiana
$38K 1,949 -43 -2%
JFA
40
JNBA Financial Advisors
Minnesota
$27.5K 1,410 -1,867 -57%
BWM
41
BerganKDV Wealth Management
Minnesota
$25K 1,279
PA
42
PSI Advisors
Florida
$20.7K 1,061 -109 -9%
EWA
43
EverSource Wealth Advisors
Alabama
$15K 769
IA
44
IFP Advisors
Florida
$14.5K 742 +313 +73%
FFA
45
Founders Financial Alliance
North Carolina
$12.7K 650 -1,036 -61%
FA
46
Fiduciary Alliance
South Carolina
$10.2K 522 +522 New
RIA
47
Realta Investment Advisors
Delaware
$8.78K 450 +450 New
ACA
48
Aptus Capital Advisors
Alabama
$4.94K 253 +3 +1%
GWANC
49
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.93K 253 +3 +1%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$3.71K 190