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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

37 hedge funds and large institutions have $35.1M invested in iShares Morningstar Multi-Asset Income ETF in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$10.8M
2
Wells Fargo
2
Wells Fargo
California
$2.04M
3
UBS Group
3
UBS Group
Switzerland
$3.03M
4
SCM
4
Stonehearth Capital Management
Massachusetts
$2.82M
5
VWA
5
V Wealth Advisors
Kansas
$205K

Top Sellers

1
IA
1
IFP Advisors
Florida
$1.08M
2
LPL Financial
2
LPL Financial
California
$2.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
AIG
4
American International Group
New York
$0
5
VFS
5
VSR Financial Services
Kansas
$237K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$10.8M 434,520 +42,761 +11%
UBS Group
2
UBS Group
Switzerland
$3.03M 121,928 +26,601 +28%
LPL Financial
3
LPL Financial
California
$2.9M 117,507 -96,443 -45%
SCM
4
Stonehearth Capital Management
Massachusetts
$2.82M 113,323 +9,317 +9%
Wells Fargo
5
Wells Fargo
California
$2.04M 81,809 +30,807 +60%
BIM
6
BlackRock Investment Management
Delaware
$1.84M 73,827 – –
Morgan Stanley
7
Morgan Stanley
New York
$1.77M 71,146 +3,792 +6%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$1.18M 47,442 +435 +0.9%
IA
9
IFP Advisors
Florida
$1.08M 43,207 -256,820 -86%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$850K 34,152 -1,882 -5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$845K 33,967 +845 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$820K 32,960 -1,536 -4%
GWM
13
Geneos Wealth Management
Colorado
$762K 30,596 +142 +0.5%
RJA
14
Raymond James & Associates
Florida
$584K 23,480 -782 -3%
Jane Street
15
Jane Street
New York
$448K 18,031 -1,526 -8%
SI
16
SII Investments
Wisconsin
$426K 17,124 – –
Ameriprise
17
Ameriprise
Minnesota
$414K 16,636 -1,698 -9%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$401K 16,104 -79 -0.5%
MFS
19
MSI Financial Services
Massachusetts
$343K 13,785 -1,330 -9%
HW
20
Hancock Whitney
Mississippi
$294K 11,810 -589 -5%
PAG
21
Private Advisor Group
New Jersey
$272K 11,014 -1,978 -15%
VFS
22
VSR Financial Services
Kansas
$237K 9,510 -3,516 -27%
BlackRock
23
BlackRock
New York
$231K 9,299 – –
VWA
24
V Wealth Advisors
Kansas
$205K 8,208 +8,208 New
AG
25
Advisor Group
Arizona
$158K 6,413 +6,413 New
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