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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

35 hedge funds and large institutions have $41M invested in iShares Morningstar Multi-Asset Income ETF in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 19 reducing their positions, and 2 closing their positions.

Holders
35
Holders Change
–
Holders Change %
0%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
IFP Advisors
Florida
$7.41M
2
GWM
2
Geneos Wealth Management
Colorado
$733K
3
SI
3
SII Investments
Wisconsin
$412K
4
Citadel Advisors
4
Citadel Advisors
Florida
$380K
5
SCM
5
Stonehearth Capital Management
Massachusetts
$2.5M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.3M
2
RBC
2
Ronald Blue & Co
Georgia
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$1.62M
4
LPL Financial
4
LPL Financial
California
$5.08M
5
Bank of America
5
Bank of America
North Carolina
$9.43M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$9.43M 391,759 -17,652 -4%
IA
2
IFP Advisors
Florida
$7.41M 300,027 +253,208 +541%
LPL Financial
3
LPL Financial
California
$5.08M 213,950 -43,569 -17%
SCM
4
Stonehearth Capital Management
Massachusetts
$2.5M 104,006 +10,159 +11%
UBS Group
5
UBS Group
Switzerland
$2.3M 95,327 -183,621 -66%
BIM
6
BlackRock Investment Management
Delaware
$1.78M 73,827 – –
Morgan Stanley
7
Morgan Stanley
New York
$1.62M 67,354 -54,406 -45%
Wells Fargo
8
Wells Fargo
California
$1.23M 51,002 -5,527 -10%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$1.13M 47,007 +3,265 +7%
FHC
10
First Heartland Consultants
Missouri
$897K 37,267 +277 +0.7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$868K 36,034 +508 +1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$831K 34,496 -5,527 -14%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$798K 33,122 -917 -3%
GWM
14
Geneos Wealth Management
Colorado
$733K 30,454 +30,454 New
RJA
15
Raymond James & Associates
Florida
$584K 24,262 -982 -4%
Jane Street
16
Jane Street
New York
$471K 19,557 +6,984 +56%
Ameriprise
17
Ameriprise
Minnesota
$441K 18,334 -2,063 -10%
SI
18
SII Investments
Wisconsin
$412K 17,124 +17,124 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$390K 16,183 -2,287 -12%
Citadel Advisors
20
Citadel Advisors
Florida
$380K 15,789 +15,789 New
MFS
21
MSI Financial Services
Massachusetts
$364K 15,115 -2,533 -14%
VFS
22
VSR Financial Services
Kansas
$314K 13,026 -13,490 -51%
PAG
23
Private Advisor Group
New Jersey
$313K 12,992 -4,466 -26%
BlackRock
24
BlackRock
New York
$224K 9,299 – –
AIG
25
American International Group
New York
$207K 8,606 -1,330 -13%
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