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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

74 hedge funds and large institutions have $145M invested in iShares Morningstar Multi-Asset Income ETF in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
32
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$14.1M
2
WP
2
WealthPLAN Partners
Nebraska
$3.27M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.7M
4
DADC
4
D.A. Davidson & Co
Montana
$3.42M
5
Jane Street
5
Jane Street
New York
$1.79M

Top Sellers

1
AL
1
Aspiriant LLC
California
$0
2
TC
2
Trilogy Capital
California
$0
3
SS
3
Simplicity Solutions
Minnesota
$1.25M
4
AWM
4
AE Wealth Management
Kansas
$1.32M
5
IA
5
IFP Advisors
Florida
$1.76M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
76
Trilogy Capital
California
– – -244,321 Closed
HighTower Advisors
77
HighTower Advisors
Illinois
– – -36,749 Closed
Citadel Advisors
78
Citadel Advisors
Florida
– – -26,270 Closed
DAS
79
Dynamic Advisor Solutions
Arizona
– – -9,003 Closed
FAAS
80
First Allied Advisory Services
California
– – -405 Closed
AIC
81
Ameritas Investment Company
Nebraska
– – -200 Closed
1 2 3
4