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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

66 hedge funds and large institutions have $103M invested in iShares Morningstar Multi-Asset Income ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-8
Holders Change %
-10.81%
% 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
10
Increased
25
Reduced
20
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$4.23M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.24M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$10.6M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$965K
5
BSW
5
Buckingham Strategic Wealth
Missouri
$366K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$6.9M
2
RJA
2
Raymond James & Associates
Florida
$12M
3
SCM
3
Stonehearth Capital Management
Massachusetts
$395K
4
Jane Street
4
Jane Street
New York
$0
5
Wells Fargo
5
Wells Fargo
California
$3.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
51
Flagship Harbor Advisors
Massachusetts
$51K – – –
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$42K +$42K +2,092 New
WCG
53
Weaver Consulting Group
California
$40K – – –
BWM
54
BerganKDV Wealth Management
Minnesota
$26K – – –
MPCG
55
Matrix Private Capital Group
New York
$24K – – –
ASN
56
Advisory Services Network
Georgia
$22K – – –
Citigroup
57
Citigroup
New York
$20K -$23.2K -1,168 -54%
OPS
58
Orion Portfolio Solutions
Nebraska
$20K +$20K +1,001 New
SFS
59
Sowell Financial Services
Arkansas
$20K +$20K +1,012 New
VCP
60
Verus Capital Partners
Arizona
$18K – – –
APA
61
American Portfolios Advisors
New York
$13K +$8K +400 +160%
RIA
62
RPG Investment Advisory
California
$11K – – –
LFG
63
LifePlan Financial Group
Ohio
$7K – – –
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
AIC
65
Ameritas Investment Company
Nebraska
$4K +$4K +200 New
Jane Street
66
Jane Street
New York
– -$1.79M -70,109 Closed
BSAM
67
Blue Sky Asset Management
Colorado
– -$1.08M -42,144 Closed
IAA
68
Independent Advisor Alliance
North Carolina
– -$859K -33,619 Closed
OIA
69
OneDigital Investment Advisors
Kansas
– -$488K -19,101 Closed
ACP
70
Aveo Capital Partners
Colorado
– -$298K -11,653 Closed
WP
71
WealthSource Partners
California
– -$256K -10,037 Closed
BWA
72
Beam Wealth Advisors
Louisiana
– -$233K -9,140 Closed
MML Investors Services
73
MML Investors Services
Massachusetts
– -$222K -8,691 Closed
TWM
74
Trinity Wealth Management
Pennsylvania
– -$213K -8,329 Closed
ACM
75
Allred Capital Management
Texas
– -$137K -5,346 Closed
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