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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

46 hedge funds and large institutions have $79.6M invested in iShares Morningstar Multi-Asset Income ETF in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
46
Holders Change
+6
Holders Change %
+15%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
25
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIP
1
Ahrens Investment Partners
Louisiana
$6.36M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.65M
3
Wells Fargo
3
Wells Fargo
California
$6.79M
4
UBS Group
4
UBS Group
Switzerland
$2.7M
5
IA
5
IFP Advisors
Florida
$3.47M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$10.5M
2
Jane Street
2
Jane Street
New York
$524K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
BKA
4
Brick & Kyle Associates
Pennsylvania
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$385K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$10.5M 410,568 -104,240 -20%
RJA
2
Raymond James & Associates
Florida
$9.62M 375,612 +15,924 +4%
LPL Financial
3
LPL Financial
California
$6.88M 268,599 +25,603 +11%
Wells Fargo
4
Wells Fargo
California
$6.79M 264,948 +88,259 +50%
AIP
5
Ahrens Investment Partners
Louisiana
$6.36M 248,325 +127,000 +105%
Morgan Stanley
6
Morgan Stanley
New York
$5.65M 220,420 +123,947 +128%
IA
7
IFP Advisors
Florida
$3.47M 135,561 +55,987 +70%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.23M 125,985 +9,888 +9%
SCM
9
Stonehearth Capital Management
Massachusetts
$2.86M 111,668 +867 +0.8%
Ameriprise
10
Ameriprise
Minnesota
$2.74M 107,330 +10,027 +10%
UBS Group
11
UBS Group
Switzerland
$2.7M 105,310 +63,539 +152%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.02M 78,648 +4,416 +6%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.61M 63,033 +3,913 +7%
FHC
14
First Heartland Consultants
Missouri
$1.36M 53,240 +5,341 +11%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$1.26M 49,356 +4,076 +9%
HW
16
Hancock Whitney
Mississippi
$1.16M 45,337 +245 +0.5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.11M 43,319 +1,487 +4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.04M 40,583 +1,613 +4%
SG
19
StoneX Group
New York
$1.01M 39,347 +28,110 +250%
Comerica Bank
20
Comerica Bank
Texas
$870K 34,000 – –
GWM
21
Geneos Wealth Management
Colorado
$846K 33,051 +1,409 +4%
HighTower Advisors
22
HighTower Advisors
Illinois
$794K 31,017 +31,017 New
BlackRock
23
BlackRock
New York
$742K 28,989 – –
CWM
24
Cornerstone Wealth Management
Missouri
$709K 28,025 +769 +3%
FA
25
FDx Advisors
Illinois
$669K 26,107 +689 +3%
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