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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

55 hedge funds and large institutions have $25.2M invested in iShares Morningstar Multi-Asset Income ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
55
Holders Change
+4
Holders Change %
+7.84%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.8M
2
WA
2
Win Advisors
Florida
$1.12M
3
WIA
3
World Investment Advisors
California
$380K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$531K
5
KA
5
Kovack Advisors
Florida
$666K

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$1.44M
2
Jane Street
2
Jane Street
New York
$0
3
FHC
3
First Heartland Consultants
Missouri
$535K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
FAIM
5
Financial Advocates Investment Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MFA
26
Mayflower Financial Advisors
Massachusetts
$288K 13,944 -800 -5%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$285K 13,790 +13,790 New
SPIA
28
Steward Partners Investment Advisory
New York
$269K 12,998 +187 +1%
HW
29
Hancock Whitney
Mississippi
$267K 12,918 -3 -0%
Stifel Financial
30
Stifel Financial
Missouri
$227K 10,980 +948 +9%
Ameriprise
31
Ameriprise
Minnesota
$213K 10,325 +10,325 New
NAM
32
NorthCrest Asset Manangement
Minnesota
$207K 10,000 +10,000 New
AQR Capital Management
33
AQR Capital Management
Connecticut
$207K 10,000 +10,000 New
LA
34
LVW Advisors
New York
$202K 9,790 +9,790 New
RJA
35
Raymond James & Associates
Florida
$200K 9,700 -871 -8%
FFA
36
Farther Finance Advisors
California
$172K 8,328 +11 +0.1%
WSFS
37
Wilmington Savings Fund Society
Delaware
$136K 6,604 +6,604 New
UBS Group
38
UBS Group
Switzerland
$133K 6,446 -209 -3%
GWM
39
Geneos Wealth Management
Colorado
$97.3K 4,711 +8 +0.2%
GBT
40
Grove Bank & Trust
Florida
$81.4K 3,942 – –
HI
41
Harbour Investments
Wisconsin
$46.6K 2,256 – –
NA
42
NewEdge Advisors
Louisiana
$40.5K 1,958 +697 +55%
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$27.6K 1,336 +1,336 New
PS
44
Principal Securities
Iowa
$27.4K 1,327 +15 +1%
PA
45
PSI Advisors
Florida
$21.9K 1,061 – –
CA
46
CoreCap Advisors
Michigan
$19.2K 931 – –
EWA
47
EverSource Wealth Advisors
Alabama
$15.9K 769 – –
FCM
48
Fourpath Capital Management
Oklahoma
$12.7K 616 +616 New
BP
49
BNP Paribas
France
$12.4K 600 – –
CAM
50
Creekmur Asset Management
Illinois
$11.4K 554 -62 -10%
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