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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

35 hedge funds and large institutions have $49.1M invested in iShares Morningstar Multi-Asset Income ETF in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
35
Holders Change
-4
Holders Change %
-10.26%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HW
1
Hancock Whitney
Mississippi
$7.56M
2
UBS Group
2
UBS Group
Switzerland
$6.49M
3
Bank of America
3
Bank of America
North Carolina
$9.53M
4
LPL Financial
4
LPL Financial
California
$5.98M
5
RBC
5
Ronald Blue & Co
Georgia
$1.41M

Top Sellers

1
VKH
1
Virtu KCG Holdings
New York
$0
2
PFP
2
Pinnacle Financial Partners
Tennessee
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
SI
5
SII Investments
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$9.53M 409,411 +103,731 +34%
HW
2
Hancock Whitney
Mississippi
$7.56M 324,742 +324,742 New
UBS Group
3
UBS Group
Switzerland
$6.49M 278,948 +191,707 +220%
LPL Financial
4
LPL Financial
California
$5.98M 257,519 +100,378 +64%
Morgan Stanley
5
Morgan Stanley
New York
$2.83M 121,760 +9,356 +8%
SCM
6
Stonehearth Capital Management
Massachusetts
$2.18M 93,847 +15,850 +20%
BIM
7
BlackRock Investment Management
Delaware
$1.72M 73,827 +44,415 +151%
RBC
8
Ronald Blue & Co
Georgia
$1.41M 60,400 +60,400 New
Wells Fargo
9
Wells Fargo
California
$1.32M 56,529 -12,336 -18%
IA
10
IFP Advisors
Florida
$1.09M 46,819 +46,819 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.02M 43,742 +10,599 +32%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$931K 40,023 -930 -2%
FHC
13
First Heartland Consultants
Missouri
$861K 36,990 +150 +0.4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$827K 35,526 +1,570 +5%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$792K 34,039 +4,851 +17%
VFS
16
VSR Financial Services
Kansas
$617K 26,516 -3,864 -13%
RJA
17
Raymond James & Associates
Florida
$587K 25,244 +1,522 +6%
Ameriprise
18
Ameriprise
Minnesota
$474K 20,397 -5,578 -21%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$430K 18,470 -4,325 -19%
MFS
20
MSI Financial Services
Massachusetts
$411K 17,648 -2,803 -14%
PAG
21
Private Advisor Group
New Jersey
$406K 17,458 -157 -0.9%
Jane Street
22
Jane Street
New York
$293K 12,573 -1,242 -9%
FAAS
23
First Allied Advisory Services
California
$255K 10,965 – –
AIM
24
Advantage Investment Management
Iowa
$231K 9,944 -1,886 -16%
AIG
25
American International Group
New York
$231K 9,936 -235 -2%
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