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iShares Morningstar Multi-Asset Income ETF

74 hedge funds and large institutions have $145M invested in iShares Morningstar Multi-Asset Income ETF in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
32
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BWA
51
Beam Wealth Advisors
Louisiana
$233K 9,140 +9,140 New
MML Investors Services
52
MML Investors Services
Massachusetts
$222K 8,691 +86 +1%
PAG
53
Private Advisor Group
New Jersey
$216K 8,440 +8,440 New
TWM
54
Trinity Wealth Management
Pennsylvania
$213K 8,329 +8,329 New
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$191K 7,464 -5,200 -41%
ACM
56
Allred Capital Management
Texas
$137K 5,346 +5,346 New
FHA
57
Flagship Harbor Advisors
Massachusetts
$65K 2,546
Citigroup
58
Citigroup
New York
$56K 2,173 +1,000 +85%
GDP
59
Great Diamond Partners
Maine
$51K 2,000 +2,000 New
WCG
60
Weaver Consulting Group
California
$50K 2,000
RG
61
Retirement Group
California
$38K 1,490 +1,490 New
BWM
62
BerganKDV Wealth Management
Minnesota
$33K 1,279
MPCG
63
Matrix Private Capital Group
New York
$31K 1,201 +1,201 New
PA
64
PSI Advisors
Florida
$29K 1,170 +1,170 New
ASN
65
Advisory Services Network
Georgia
$28K 1,084 +600 +124%
VCP
66
Verus Capital Partners
Arizona
$23K 900 +900 New
RIA
67
Realta Investment Advisors
Delaware
$14K 573
RIA
68
RPG Investment Advisory
California
$14K 534
Fidelity Investments
69
Fidelity Investments
Massachusetts
$9K 352
LFG
70
LifePlan Financial Group
Ohio
$9K 362
APA
71
American Portfolios Advisors
New York
$6.39K 250
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$5K 200 -176 -47%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$4K 158
IFWM
74
Institute for Wealth Management
Colorado
$2K 86 +86 New
AL
75
Aspiriant LLC
California
-263,872 Closed