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iShares Morningstar Multi-Asset Income ETF

51 hedge funds and large institutions have $24.4M invested in iShares Morningstar Multi-Asset Income ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$269K +$694 +35 +0.3%
IWM
27
IHT Wealth Management
Illinois
$267K
HW
28
Hancock Whitney
Mississippi
$256K -$30K -1,513 -10%
SPIA
29
Steward Partners Investment Advisory
New York
$254K +$3.25K +164 +1%
RJA
30
Raymond James & Associates
Florida
$210K -$3.97K -200 -2%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$204K -$64K -3,226 -24%
Stifel Financial
32
Stifel Financial
Missouri
$199K
FFA
33
Farther Finance Advisors
California
$165K -$15K -754 -8%
UBS Group
34
UBS Group
Switzerland
$132K -$99 -5 -0.1%
GWM
35
Geneos Wealth Management
Colorado
$93.3K +$60 +3 +0.1%
GBT
36
Grove Bank & Trust
Florida
$78.2K
HI
37
Harbour Investments
Wisconsin
$44.8K -$8.85K -446 -17%
PS
38
Principal Securities
Iowa
$26K +$20.5K +1,034 +372%
NA
39
NewEdge Advisors
Louisiana
$25K +$1.21K +61 +5%
PA
40
PSI Advisors
Florida
$21K
CA
41
CoreCap Advisors
Michigan
$18.5K
EWA
42
EverSource Wealth Advisors
Alabama
$15.5K
CAM
43
Creekmur Asset Management
Illinois
$12.2K -$655 -33 -5%
BP
44
BNP Paribas
France
$12K +$12K +600 New
RIA
45
Realta Investment Advisors
Delaware
$8.93K +$2.98K +150 +50%
IA
46
IFP Advisors
Florida
$7.96K
FFA
47
Founders Financial Alliance
North Carolina
$7.94K
BFO
48
Biltmore Family Office
North Carolina
$3.89K +$3.89K +196 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$1.75K
WP
50
WealthShield Partners
North Carolina
$1.23K