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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

51 hedge funds and large institutions have $84.7M invested in iShares Morningstar Multi-Asset Income ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HW
Hancock Whitney
Mississippi
+$2.11M
2
Wells Fargo
Wells Fargo
California
+$1.89M
3
SPIA
Steward Partners Investment Advisory
New York
+$1.28M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$861K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$840K

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$23.6M
2
IA
IFP Advisors
Florida
-$3.38M
3
Bank of America
Bank of America
North Carolina
-$1.8M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$848K
5
AIP
Ahrens Investment Partners
Louisiana
-$472K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Cornerstone Wealth Management
Missouri
– -$23.6M -606,866 Closed
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
– -$848K -34,272 Closed
TSS
53
Two Sigma Securities
New York
– -$225K -9,100 Closed
MML Investors Services
54
MML Investors Services
Massachusetts
– -$221K -8,950 Closed
RCAG
55
Rehmann Capital Advisory Group
Michigan
– -$64.1K -2,589 Closed
SWP
56
Stratos Wealth Partners
Ohio
– -$57K -2,303 Closed
Citigroup
57
Citigroup
New York
– -$56K -2,270 Closed
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
– -$7K -275 Closed
SFM
59
Signet Financial Management
New Jersey
– -$4K -156 Closed
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
– -$4K -150 Closed
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