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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

63 hedge funds and large institutions have $62.5M invested in iShares Morningstar Multi-Asset Income ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
26
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.16M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.05M
3
Wells Fargo
3
Wells Fargo
California
$3.25M
4
PA
4
PFG Advisors
Arizona
$305K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.92M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.98M
2
FAIM
2
Financial Advocates Investment Management
Washington
$0
3
LPL Financial
3
LPL Financial
California
$1.77M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$568K
5
AWM
5
AE Wealth Management
Kansas
$377K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
51
Flagship Harbor Advisors
Massachusetts
$57K – – –
APWA
52
Atlas Private Wealth Advisors
New Jersey
$43K -$4.15K -183 -9%
BWM
53
BerganKDV Wealth Management
Minnesota
$29K – – –
MPCG
54
Matrix Private Capital Group
New York
$27K – – –
ASN
55
Advisory Services Network
Georgia
$24K +$24K +1,084 New
Citigroup
56
Citigroup
New York
$23K +$245 +11 +1%
APA
57
American Portfolios Advisors
New York
$14.7K – – –
RIA
58
RPG Investment Advisory
California
$12K – – –
LFG
59
LifePlan Financial Group
Ohio
$8K – – –
Northern Trust
60
Northern Trust
Illinois
$5K – – –
PFA
61
Professional Financial Advisors
Nebraska
$5K +$5K +212 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
GEA
63
Glen Eagle Advisors
New Jersey
$45 +$23 +1 +100%
FAIM
64
Financial Advocates Investment Management
Washington
– -$1.06M -22,784 Closed
AIP
65
Ahrens Investment Partners
Louisiana
– -$219K -9,850 Closed
CAN
66
Cetera Advisor Networks
California
– -$148K -6,665 Closed
CFD
67
Creative Financial Designs
Indiana
– -$68K -3,047 Closed
OPS
68
Orion Portfolio Solutions
Nebraska
– -$22K -1,001 Closed
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