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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

53 hedge funds and large institutions have $39M invested in iShares Morningstar Multi-Asset Income ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
14
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.24M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.71M
3
FAIM
3
Financial Advocates Investment Management
Washington
$2.16M
4
WA
4
Win Advisors
Florida
$1.45M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$888K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.38M
2
Bank of America
2
Bank of America
North Carolina
$5.03M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.45M
4
AWM
4
Apollon Wealth Management
South Carolina
$0
5
Ameriprise
5
Ameriprise
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MFA
26
Mayflower Financial Advisors
Massachusetts
$362K 17,994 -1,663 -8%
WFAG
27
Worth Financial Advisory Group
North Carolina
$350K 17,405 -1,158 -6%
CBFP
28
Cedar Brook Financial Partners
Ohio
$334K 16,850 +396 +2%
MML Investors Services
29
MML Investors Services
Massachusetts
$325K 16,175 +346 +2%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$313K 15,540 -824 -5%
HighTower Advisors
31
HighTower Advisors
Illinois
$298K 14,782 -562 -4%
Jane Street
32
Jane Street
New York
$253K 12,587 -1,969 -14%
IWM
33
IHT Wealth Management
Illinois
$246K 12,232 +328 +3%
GRP
34
Global Retirement Partners
California
$241K 12,252 – –
EH
35
Equitable Holdings
New York
$234K 11,650 +11,650 New
FWA
36
FSC Wealth Advisors
New York
$197K 9,777 +9,777 New
Wells Fargo
37
Wells Fargo
California
$182K 9,026 -2,355 -21%
UBS Group
38
UBS Group
Switzerland
$176K 8,744 -1,653 -16%
GWM
39
Geneos Wealth Management
Colorado
$109K 5,435 -5,410 -50%
GBT
40
Grove Bank & Trust
Florida
$79.3K 3,942 – –
HI
41
Harbour Investments
Wisconsin
$54.4K 2,702 – –
NA
42
NewEdge Advisors
Louisiana
$24.1K 1,200 -400 -25%
PA
43
PSI Advisors
Florida
$21.3K 1,061 – –
EWA
44
EverSource Wealth Advisors
Alabama
$15.5K 769 – –
CAM
45
Creekmur Asset Management
Illinois
$13.1K 649 +649 New
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$11.9K 600 +600 New
JFA
47
JNBA Financial Advisors
Minnesota
$8.79K 437 – –
IA
48
IFP Advisors
Florida
$8.07K 401 – –
FFA
49
Founders Financial Alliance
North Carolina
$8.05K 400 -250 -38%
GWANC
50
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.26K 261 +4 +2%
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