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iShares Morningstar Multi-Asset Income ETF

44 hedge funds and large institutions have $54.3M invested in iShares Morningstar Multi-Asset Income ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
44
Holders Change
+7
Holders Change %
+18.92%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
19
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$11M 435,623 +1,103 +0.3%
RJA
2
Raymond James & Associates
Florida
$8.65M 342,182 +318,702 +1,357%
Wells Fargo
3
Wells Fargo
California
$3.37M 133,296 +51,487 +63%
LPL Financial
4
LPL Financial
California
$3.02M 121,703 +4,196 +4%
SCM
5
Stonehearth Capital Management
Massachusetts
$2.98M 117,671 +4,348 +4%
Morgan Stanley
6
Morgan Stanley
New York
$2.75M 108,740 +37,594 +53%
BIM
7
BlackRock Investment Management
Delaware
$2.02M 79,791 +5,964 +8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.81M 71,545 +71,545 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.74M 68,666 +34,514 +101%
UBS Group
10
UBS Group
Switzerland
$1.33M 52,681 -69,247 -57%
SC
11
Scotia Capital
Ontario, Canada
$1.24M 48,903 +48,903 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$1.18M 46,566 -876 -2%
IA
13
IFP Advisors
Florida
$1.04M 41,310 -1,897 -4%
Comerica Bank
14
Comerica Bank
Texas
$1.01M 40,724 +40,724 New
FHC
15
First Heartland Consultants
Missouri
$956K 37,807 +276 +0.7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$924K 36,531 +3,571 +11%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$912K 36,081 +2,114 +6%
SAM
18
Stringer Asset Management
Tennessee
$901K 35,633 +35,633 New
GWM
19
Geneos Wealth Management
Colorado
$872K 34,500 +3,904 +13%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$737K 29,146 +29,146 New
Jane Street
21
Jane Street
New York
$670K 26,498 +8,467 +47%
VWA
22
V Wealth Advisors
Kansas
$595K 23,471 +15,263 +186%
ACM
23
Argentus Capital Management
Texas
$545K 21,543 +21,543 New
Ameriprise
24
Ameriprise
Minnesota
$501K 19,819 +3,183 +19%
SI
25
SII Investments
Wisconsin
$433K 17,124