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iShares Morningstar Multi-Asset Income ETF

39 hedge funds and large institutions have $40.4M invested in iShares Morningstar Multi-Asset Income ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
16
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.46M 288,406 +26,285 +10%
Bank of America
2
Bank of America
North Carolina
$6.82M 263,725 +45,690 +21%
LPL Financial
3
LPL Financial
California
$6.42M 247,670 +34,881 +16%
UBS Group
4
UBS Group
Switzerland
$2.32M 89,564 -128,912 -59%
SCM
5
Stonehearth Capital Management
Massachusetts
$2.3M 89,022 +10,649 +14%
Jane Street
6
Jane Street
New York
$1.56M 60,450 +60,450 New
MAA
7
Managed Account Advisors
New Jersey
$1.46M 56,419 +56,419 New
Wells Fargo
8
Wells Fargo
California
$1.22M 47,279 +11,950 +34%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.16M 44,898 +30,856 +220%
PFP
10
Pinnacle Financial Partners
Tennessee
$1.1M 42,680
VFS
11
VSR Financial Services
Kansas
$816K 31,554 +4,366 +16%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$795K 30,744 -34,037 -53%
FHC
13
First Heartland Consultants
Missouri
$733K 28,337 +5,007 +21%
MFS
14
MSI Financial Services
Massachusetts
$633K 24,451 +5,434 +29%
AIM
15
Advantage Investment Management
Iowa
$619K 23,932 +8,151 +52%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$568K 21,983 +3,865 +21%
PAG
17
Private Advisor Group
New Jersey
$517K 19,991 +46 +0.2%
SI
18
SII Investments
Wisconsin
$453K 17,524 +390 +2%
RJA
19
Raymond James & Associates
Florida
$448K 17,320 +17,320 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$406K 15,690 +1,930 +14%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$392K 15,163
Ameriprise
22
Ameriprise
Minnesota
$382K 14,784 +14,784 New
P
23
Palladiem
Pennsylvania
$375K 14,500
CS
24
Comerica Securities
Michigan
$264K 10,192 +10,192 New
BlackRock
25
BlackRock
New York
$241K 9,299