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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

55 hedge funds and large institutions have $80.2M invested in iShares Morningstar Multi-Asset Income ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+6
Holders Change %
+12.24%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
18
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HH
Hilltop Holdings
Texas
+$6.03M
2
Morgan Stanley
Morgan Stanley
New York
+$818K
3
Jane Street
Jane Street
New York
+$739K
4
UBS Group
UBS Group
Switzerland
+$587K
5
Bank of America
Bank of America
North Carolina
+$558K

Top Sellers

1
AIP
Ahrens Investment Partners
Louisiana
-$3.02M
2
LPL Financial
LPL Financial
California
-$1.92M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$807K
4
FA
FDx Advisors
Illinois
-$797K
5
HighTower Advisors
HighTower Advisors
Illinois
-$575K
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
51
MGO One Seven
Ohio
$10K – – –
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$4K – – –
SFM
53
Signet Financial Management
New Jersey
$4K +$4K +156 New
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$4K +$4K +166 New
FA
55
FDx Advisors
Illinois
– -$797K -30,848 Closed
PAG
56
Private Advisor Group
New Jersey
– -$230K -8,897 Closed
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
– -$108K -4,169 Closed
WAM
58
Wealthspire Advisors (Maryland)
Maryland
– -$70K -2,725 Closed
FAAS
59
First Allied Advisory Services
California
– -$10K -405 Closed
APA
60
American Portfolios Advisors
New York
– -$8.73K -338 Closed
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