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iShares Morningstar Multi-Asset Income ETF

46 hedge funds and large institutions have $79.9M invested in iShares Morningstar Multi-Asset Income ETF in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
46
Holders Change
Holders Change %
0%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
20
Reduced
17
Closed
3
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 423,744 +13,176 +3%
RJA
2
Raymond James & Associates
Florida
$10.5M 404,144 +28,532 +8%
AIP
3
Ahrens Investment Partners
Louisiana
$6.37M 246,200 -2,125 -0.9%
LPL Financial
4
LPL Financial
California
$6.04M 233,442 -35,157 -13%
Wells Fargo
5
Wells Fargo
California
$5.12M 197,872 -67,076 -25%
Ameriprise
6
Ameriprise
Minnesota
$4.08M 157,763 +50,433 +47%
Morgan Stanley
7
Morgan Stanley
New York
$4M 154,338 -66,082 -30%
IA
8
IFP Advisors
Florida
$3.94M 152,247 +16,686 +12%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$3.62M 139,648 +90,292 +183%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.46M 133,821 +7,836 +6%
SCM
11
Stonehearth Capital Management
Massachusetts
$2.89M 111,453 -215 -0.2%
UBS Group
12
UBS Group
Switzerland
$2.59M 100,029 -5,281 -5%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.72M 66,410 +3,377 +5%
FHC
14
First Heartland Consultants
Missouri
$1.38M 53,111 -129 -0.2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.17M 45,367 +2,048 +5%
HW
16
Hancock Whitney
Mississippi
$1.15M 44,307 -1,030 -2%
Jane Street
17
Jane Street
New York
$1.11M 42,811 +22,351 +109%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.01M 39,103 +8,086 +26%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$965K 37,296 -41,352 -53%
Comerica Bank
20
Comerica Bank
Texas
$869K 34,000
GWM
21
Geneos Wealth Management
Colorado
$851K 32,910 -141 -0.4%
FA
22
FDx Advisors
Illinois
$759K 29,318 +3,211 +12%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$683K 26,371 -14,212 -35%
BlackRock
24
BlackRock
New York
$618K 23,869 -5,120 -18%
CWM
25
Cornerstone Wealth Management
Missouri
$606K 23,632 -4,393 -16%