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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

39 hedge funds and large institutions have $33.1M invested in iShares Morningstar Multi-Asset Income ETF in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 0 closing their positions.

Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
16
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.2M
2
VKH
2
Virtu KCG Holdings
New York
$1.19M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$913K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$687K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$537K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.65M
2
LPL Financial
2
LPL Financial
California
$3.72M
3
Jane Street
3
Jane Street
New York
$325K
4
Citadel Advisors
4
Citadel Advisors
Florida
$411K
5
AIM
5
Advantage Investment Management
Iowa
$278K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.2M 305,680 +95,295 +45%
LPL Financial
2
LPL Financial
California
$3.72M 157,141 -62,271 -28%
Morgan Stanley
3
Morgan Stanley
New York
$2.65M 112,404 -157,874 -58%
UBS Group
4
UBS Group
Switzerland
$2.05M 87,241 -16,613 -16%
SCM
5
Stonehearth Capital Management
Massachusetts
$1.84M 77,997 -9,809 -11%
Wells Fargo
6
Wells Fargo
California
$1.62M 68,865 -9,350 -12%
VKH
7
Virtu KCG Holdings
New York
$1.19M 50,600 +50,600 New
PFP
8
Pinnacle Financial Partners
Tennessee
$1.08M 46,015 – –
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$964K 40,953 +914 +2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$913K 38,775 +38,775 New
FHC
11
First Heartland Consultants
Missouri
$867K 36,840 -3,237 -8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$799K 33,956 -3,342 -9%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$781K 33,143 +1,833 +6%
VFS
14
VSR Financial Services
Kansas
$715K 30,380 -437 -1%
BIM
15
BlackRock Investment Management
Delaware
$692K 29,412 +10,112 +52%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$687K 29,188 +29,188 New
Ameriprise
17
Ameriprise
Minnesota
$611K 25,975 +1,218 +5%
RJA
18
Raymond James & Associates
Florida
$558K 23,722 +1,970 +9%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$537K 22,795 +22,795 New
MFS
20
MSI Financial Services
Massachusetts
$481K 20,451 -9,979 -33%
PAG
21
Private Advisor Group
New Jersey
$415K 17,615 -3,723 -17%
Citadel Advisors
22
Citadel Advisors
Florida
$411K 17,442 -43,649 -71%
SI
23
SII Investments
Wisconsin
$403K 17,124 -400 -2%
Jane Street
24
Jane Street
New York
$325K 13,815 -62,354 -82%
AIM
25
Advantage Investment Management
Iowa
$278K 11,830 -29,358 -71%
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