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iShares Morningstar Multi-Asset Income ETF

67 hedge funds and large institutions have $140M invested in iShares Morningstar Multi-Asset Income ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
30
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WP
51
WealthSource Partners
California
$251K 10,037
DAS
52
Dynamic Advisor Solutions
Arizona
$225K 9,003 -209 -2%
MML Investors Services
53
MML Investors Services
Massachusetts
$215K 8,605 -6,348 -42%
FHA
54
Flagship Harbor Advisors
Massachusetts
$63K 2,546 -120 -5%
WCG
55
Weaver Consulting Group
California
$50K 2,000
BWM
56
BerganKDV Wealth Management
Minnesota
$32K 1,279
Citigroup
57
Citigroup
New York
$29K 1,173
RIA
58
Realta Investment Advisors
Delaware
$14K 573
RIA
59
RPG Investment Advisory
California
$13K 534 +5 +0.9%
ASN
60
Advisory Services Network
Georgia
$12K 484
FAAS
61
First Allied Advisory Services
California
$10K 405 +405 New
Fidelity Investments
62
Fidelity Investments
Massachusetts
$9K 352
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
$9K 376
LFG
64
LifePlan Financial Group
Ohio
$9K 362
APA
65
American Portfolios Advisors
New York
$6.24K 250
AIC
66
Ameritas Investment Company
Nebraska
$5K 200 +200 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$4K 158
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
-39,941 Closed
RCAG
69
Rehmann Capital Advisory Group
Michigan
-8,433 Closed
OSNBOA
70
Old Second National Bank of Aurora
Illinois
-2,110 Closed
CFA
71
Camarda Financial Advisors
Florida
-1,869 Closed
SIM
72
Sonora Investment Management
Arizona
-828 Closed
US Bancorp
73
US Bancorp
Minnesota
-129 Closed
Parallax Volatility Advisers
74
Parallax Volatility Advisers
California
-1 Closed