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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

65 hedge funds and large institutions have $63.5M invested in iShares Morningstar Multi-Asset Income ETF in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
15
Reduced
28
Closed
9
Calls
–
Puts
$304K
Net Calls
-$304K
Net Calls Change
-$304K

Top Buyers

1
FAIM
1
Financial Advocates Investment Management
Washington
$1.06M
2
Citadel Advisors
2
Citadel Advisors
Florida
$727K
3
Morgan Stanley
3
Morgan Stanley
New York
$4.06M
4
Jane Street
4
Jane Street
New York
$355K
5
JFA
5
JNBA Financial Advisors
Minnesota
$1.96M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.12M
2
RJA
2
Raymond James & Associates
Florida
$2.79M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.62M
4
UBS Group
4
UBS Group
Switzerland
$276K
5
WP
5
WealthPLAN Partners
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
51
Flagship Harbor Advisors
Massachusetts
$56K – – –
APWA
52
Atlas Private Wealth Advisors
New Jersey
$46K +$46K +2,080 New
WCG
53
Weaver Consulting Group
California
$44K – – –
BWM
54
BerganKDV Wealth Management
Minnesota
$28K – – –
MPCG
55
Matrix Private Capital Group
New York
$27K – – –
Citigroup
56
Citigroup
New York
$23K +$360 +16 +2%
OPS
57
Orion Portfolio Solutions
Nebraska
$22K – – –
APA
58
American Portfolios Advisors
New York
$14.4K – – –
RIA
59
RPG Investment Advisory
California
$12K – – –
LFG
60
LifePlan Financial Group
Ohio
$8K – – –
Northern Trust
61
Northern Trust
Illinois
$5K +$5K +23,780 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
GEA
63
Glen Eagle Advisors
New Jersey
$22 +$22 +1 New
WP
64
WealthPLAN Partners
Nebraska
– -$2.82M -136,548 Closed
Baird Financial Group
65
Baird Financial Group
Wisconsin
– -$965K -48,257 Closed
BSW
66
Buckingham Strategic Wealth
Missouri
– -$366K -18,275 Closed
TSS
67
Two Sigma Securities
New York
– -$278K -13,885 Closed
VAS
68
Vestmark Advisory Solutions
Massachusetts
– -$228K -11,385 Closed
WAP
69
Wealthcare Advisory Partners
Pennsylvania
– -$152K -7,596 Closed
ASN
70
Advisory Services Network
Georgia
– -$22K -1,084 Closed
SFS
71
Sowell Financial Services
Arkansas
– -$20K -1,012 Closed
AIC
72
Ameritas Investment Company
Nebraska
– -$4K -200 Closed
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