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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

51 hedge funds and large institutions have $24.4M invested in iShares Morningstar Multi-Asset Income ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$4.25M
2
PWM
2
Perigon Wealth Management
California
$1.07M
3
Citadel Advisors
3
Citadel Advisors
Florida
$422K
4
IWA
4
Icon Wealth Advisors
Texas
$375K
5
KA
5
Kovack Advisors
Florida
$344K

Top Sellers

1
FAIM
1
Financial Advocates Investment Management
Washington
$411K
2
LPL Financial
2
LPL Financial
California
$1.43M
3
CBFP
3
Cedar Brook Financial Partners
Ohio
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
AWS
5
Atria Wealth Solutions
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
51
First Heartland Consultants
Missouri
$1.06K -$41 -2,065 -4%
CBFP
52
Cedar Brook Financial Partners
Ohio
– -$328K -16,454 Closed
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
– -$302K -15,142 Closed
AWS
54
Atria Wealth Solutions
New York
– -$252K -12,637 Closed
GRP
55
Global Retirement Partners
California
– -$244K -12,252 Closed
LA
56
LVW Advisors
New York
– -$208K -10,459 Closed
TAM
57
Tucker Asset Management
Colorado
– -$9.07K -455 Closed
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