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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

52 hedge funds and large institutions have $36.8M invested in iShares Morningstar Multi-Asset Income ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
52
Holders Change
-3
Holders Change %
-5.45%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAIM
1
Financial Advocates Investment Management
Washington
$4.94M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.85M
3
KAS
3
Kestra Advisory Services
Texas
$4.62M
4
Citadel Advisors
4
Citadel Advisors
Florida
$483K
5
LPL Financial
5
LPL Financial
California
$1.63M

Top Sellers

1
WA
1
Win Advisors
Florida
$0
2
MFA
2
Mayflower Financial Advisors
Massachusetts
$0
3
IWM
3
IHT Wealth Management
Illinois
$266K
4
LA
4
LVW Advisors
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$319K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
51
Cape Investment Advisory
Georgia
$3.66K +$3.66K +188 New
RIA
52
Realta Investment Advisors
Delaware
$2.94K +$2.94K +150 New
WA
53
Win Advisors
Florida
– -$1.12M -54,157 Closed
MFA
54
Mayflower Financial Advisors
Massachusetts
– -$288K -13,944 Closed
LA
55
LVW Advisors
New York
– -$202K -9,790 Closed
FCM
56
Fourpath Capital Management
Oklahoma
– -$12.7K -616 Closed
BP
57
BNP Paribas
France
– -$12.4K -600 Closed
BFO
58
Biltmore Family Office
North Carolina
– -$8.12K -393 Closed
WP
59
WealthShield Partners
North Carolina
– -$1.28K -62 Closed
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