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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

47 hedge funds and large institutions have $25M invested in iShares Morningstar Multi-Asset Income ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$811K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$484K
3
Jane Street
3
Jane Street
New York
$277K
4
AWM
4
Apollon Wealth Management
South Carolina
$233K
5
SWP
5
Stratos Wealth Partners
Ohio
$200K

Top Sellers

1
FAIM
1
Financial Advocates Investment Management
Washington
$0
2
RL
2
Retireful LLC
Michigan
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
DADC
4
D.A. Davidson & Co
Montana
$641K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$732K
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
51
LVW Advisors
New York
– -$316K -16,200 Closed
WA
52
Win Advisors
Florida
– -$222K -13,728 Closed
FA
53
Fiduciary Alliance
South Carolina
– -$10.2K -522 Closed
IGWM
54
ICA Group Wealth Management
Colorado
– -$2.93K -150 Closed
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3