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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

48 hedge funds and large institutions have $49.1M invested in iShares Morningstar Multi-Asset Income ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-14
Holders Change %
-22.58%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
16
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.97M
2
IA
IFP Advisors
Florida
$1.09M
3
LPL Financial
LPL Financial
California
$3.41M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$604K
5
RJFSA
Raymond James Financial Services Advisors
Florida
$2.11M

Top Sellers

1
CI
CX Institutional
Indiana
$254K
2
UBS Group
UBS Group
Switzerland
$376K
3
Osaic Holdings
Osaic Holdings
Arizona
$3.2M
4
Wells Fargo
Wells Fargo
California
$2.33M
5
Jane Street
Jane Street
New York
$823K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
51
Trinity Wealth Management
Pennsylvania
– -$201K -8,369 Closed
S
52
SignatureFD
Georgia
– -$115K -4,800 Closed
FWA
53
FSC Wealth Advisors
New York
– -$107K -4,447 Closed
RPCONE
54
Retirement Planning Company of New England
Rhode Island
– -$99K -4,120 Closed
CFGS
55
Concourse Financial Group Securities
Alabama
– -$53K -2,207 Closed
CA
56
CoreCap Advisors
Michigan
– -$44K -1,814 Closed
CWS
57
Confluence Wealth Services
Pennsylvania
– -$29K -1,212 Closed
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
– -$25K -1,058 Closed
MAM
59
Mystic Asset Management
Rhode Island
– -$13K -550 Closed
GEA
60
Glen Eagle Advisors
New Jersey
– -$175 -7 Closed
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