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iShares Morningstar Multi-Asset Income ETF

40 hedge funds and large institutions have $67.4M invested in iShares Morningstar Multi-Asset Income ETF in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 7 closing their positions.

Holders
40
Holders Change
-7
Holders Change %
-14.89%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
22
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$13M 514,808 +84,654 +20%
RJA
2
Raymond James & Associates
Florida
$9.05M 359,688 +649 +0.2%
LPL Financial
3
LPL Financial
California
$6.12M 242,996 +89,036 +58%
Wells Fargo
4
Wells Fargo
California
$4.45M 176,689 +32,640 +23%
AIP
5
Ahrens Investment Partners
Louisiana
$3.05M 121,325 +49,300 +68%
Jane Street
6
Jane Street
New York
$2.97M 118,010 +63,582 +117%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.92M 116,097 +21,456 +23%
SCM
8
Stonehearth Capital Management
Massachusetts
$2.79M 110,801 +2,780 +3%
Ameriprise
9
Ameriprise
Minnesota
$2.45M 97,303 +19,301 +25%
Morgan Stanley
10
Morgan Stanley
New York
$2.43M 96,473 -10,780 -10%
IA
11
IFP Advisors
Florida
$2M 79,574 +37,647 +90%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.87M 74,232 +6,055 +9%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.49M 59,120 +6,639 +13%
FHC
14
First Heartland Consultants
Missouri
$1.21M 47,899 +4,657 +11%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$1.14M 45,280 +874 +2%
HW
16
Hancock Whitney
Mississippi
$1.14M 45,092 -50,522 -53%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.05M 41,832 +2,922 +8%
UBS Group
18
UBS Group
Switzerland
$1.05M 41,771 -4,669 -10%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$981K 38,970 -922 -2%
Comerica Bank
20
Comerica Bank
Texas
$862K 34,000
GWM
21
Geneos Wealth Management
Colorado
$796K 31,642 -426 -1%
BlackRock
22
BlackRock
New York
$730K 28,989 +19,690 +212%
CWM
23
Cornerstone Wealth Management
Missouri
$683K 27,256 +8,583 +46%
FA
24
FDx Advisors
Illinois
$640K 25,418 +2,330 +10%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$460K 18,285 +4,313 +31%