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iShares Morningstar Multi-Asset Income ETF

52 hedge funds and large institutions have $30.3M invested in iShares Morningstar Multi-Asset Income ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
Holders Change %
0%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HW
26
Hancock Whitney
Mississippi
$246K -$1.37K -68 -0.6%
Stifel Financial
27
Stifel Financial
Missouri
$224K +$2.93K +146 +1%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$202K -$55.2K -2,752 -21%
AQR Capital Management
29
AQR Capital Management
Connecticut
$201K
NAM
30
NorthCrest Asset Manangement
Minnesota
$201K
GWM
31
Geneos Wealth Management
Colorado
$190K +$94.9K +4,727 +100%
WSFS
32
Wilmington Savings Fund Society
Delaware
$133K
SPIA
33
Steward Partners Investment Advisory
New York
$120K -$230K -11,441 -66%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$118K +$47.7K +2,372 +68%
UBS Group
35
UBS Group
Switzerland
$109K -$6.14K -306 -5%
FFA
36
Farther Finance Advisors
California
$81.2K +$3.77K +187 +5%
GBT
37
Grove Bank & Trust
Florida
$79.2K
NA
38
NewEdge Advisors
Louisiana
$70K +$30.6K +1,526 +78%
NEWAS
39
N.E.W. Advisory Services
Wisconsin
$58.6K +$58.6K +2,916 New
National Bank of Canada
40
National Bank of Canada
Quebec, Canada
$26.8K
PS
41
Principal Securities
Iowa
$26.5K
CI
42
CX Institutional
Indiana
$21K +$21K +1,026 New
CA
43
CoreCap Advisors
Michigan
$16.5K -$2.21K -110 -12%
EWA
44
EverSource Wealth Advisors
Alabama
$15.4K
PA
45
PSI Advisors
Florida
$12.9K -$6.27K -312 -33%
CAM
46
Creekmur Asset Management
Illinois
$11.1K
IA
47
IFP Advisors
Florida
$8.05K
FFA
48
Founders Financial Alliance
North Carolina
$8.03K
HI
49
Harbour Investments
Wisconsin
$7.53K -$9.74K -485 -56%
SS
50
Sunbelt Securities
Texas
$4.12K