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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

47 hedge funds and large institutions have $58.5M invested in iShares Morningstar Multi-Asset Income ETF in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
16
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HW
1
Hancock Whitney
Mississippi
$2.33M
2
AIP
2
Ahrens Investment Partners
Louisiana
$1.75M
3
Ameriprise
3
Ameriprise
Minnesota
$1.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$961K
5
LPL Financial
5
LPL Financial
California
$3.76M

Top Sellers

1
SC
1
Scotia Capital
Ontario, Canada
$0
2
BIM
2
BlackRock Investment Management
Delaware
$860K
3
ACM
3
Argentus Capital Management
Texas
$0
4
CAN
4
Cetera Advisor Networks
California
$0
5
SCM
5
Stonehearth Capital Management
Massachusetts
$2.63M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$10.5M 430,154 -5,469 -1%
RJA
2
Raymond James & Associates
Florida
$8.73M 359,039 +16,857 +5%
LPL Financial
3
LPL Financial
California
$3.76M 153,960 +32,257 +27%
Wells Fargo
4
Wells Fargo
California
$3.5M 144,049 +10,753 +8%
SCM
5
Stonehearth Capital Management
Massachusetts
$2.63M 108,021 -9,650 -8%
Morgan Stanley
6
Morgan Stanley
New York
$2.61M 107,253 -1,487 -1%
HW
7
Hancock Whitney
Mississippi
$2.33M 95,614 +79,244 +484%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.3M 94,641 +25,975 +38%
Ameriprise
9
Ameriprise
Minnesota
$1.9M 78,002 +58,183 +294%
AIP
10
Ahrens Investment Partners
Louisiana
$1.75M 72,025 +72,025 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.66M 68,177 -3,368 -5%
Jane Street
12
Jane Street
New York
$1.32M 54,428 +27,930 +105%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.28M 52,481 +23,335 +80%
UBS Group
14
UBS Group
Switzerland
$1.13M 46,440 -6,241 -12%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$1.08M 44,406 -2,160 -5%
FHC
16
First Heartland Consultants
Missouri
$1.05M 43,242 +5,435 +14%
IA
17
IFP Advisors
Florida
$1.02M 41,927 +617 +1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$970K 39,892 +3,811 +11%
Citadel Advisors
19
Citadel Advisors
Florida
$961K 39,533 +39,533 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$946K 38,910 +2,379 +7%
BIM
21
BlackRock Investment Management
Delaware
$860K 35,376 -44,415 -56%
Comerica Bank
22
Comerica Bank
Texas
$838K 34,000 -6,724 -17%
GWM
23
Geneos Wealth Management
Colorado
$779K 32,068 -2,432 -7%
VWA
24
V Wealth Advisors
Kansas
$696K 28,594 +5,123 +22%
FA
25
FDx Advisors
Illinois
$561K 23,088 +23,088 New
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