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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

49 hedge funds and large institutions have $80.5M invested in iShares Morningstar Multi-Asset Income ETF in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
23
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Stringer Asset Management
Tennessee
$2.55M
2
KA
2
Kovack Advisors
Florida
$1.39M
3
HW
3
Hancock Whitney
Mississippi
$1.78M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$878K
5
IA
5
IFP Advisors
Florida
$4.32M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$886K
2
Jane Street
2
Jane Street
New York
$0
3
Ameriprise
3
Ameriprise
Minnesota
$3.03M
4
Bank of America
4
Bank of America
North Carolina
$9.93M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.01M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$10.8M 418,094 +13,950 +3%
Bank of America
2
Bank of America
North Carolina
$9.93M 384,546 -39,198 -9%
AIP
3
Ahrens Investment Partners
Louisiana
$6.39M 247,275 +1,075 +0.4%
LPL Financial
4
LPL Financial
California
$6.18M 239,407 +5,965 +3%
Wells Fargo
5
Wells Fargo
California
$5.39M 208,829 +10,957 +6%
IA
6
IFP Advisors
Florida
$4.32M 167,074 +14,827 +10%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$3.97M 153,633 +13,985 +10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.7M 143,184 +9,363 +7%
Ameriprise
9
Ameriprise
Minnesota
$3.03M 117,164 -40,599 -26%
Morgan Stanley
10
Morgan Stanley
New York
$3.01M 116,381 -37,957 -25%
SCM
11
Stonehearth Capital Management
Massachusetts
$2.87M 111,136 -317 -0.3%
SAM
12
Stringer Asset Management
Tennessee
$2.55M 98,832 +98,832 New
HW
13
Hancock Whitney
Mississippi
$1.78M 69,082 +24,775 +56%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.73M 66,774 +364 +0.5%
FHC
15
First Heartland Consultants
Missouri
$1.46M 56,311 +3,200 +6%
KA
16
Kovack Advisors
Florida
$1.39M 53,775 +43,025 +400%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.16M 44,994 -373 -0.8%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.09M 42,196 +3,093 +8%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.02M 39,326 +12,955 +49%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$987K 38,187 +891 +2%
GWM
21
Geneos Wealth Management
Colorado
$904K 35,002 +2,092 +6%
UBS Group
22
UBS Group
Switzerland
$886K 34,306 -65,723 -66%
Comerica Bank
23
Comerica Bank
Texas
$881K 34,000 – –
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$878K 33,997 +18,880 +125%
FA
25
FDx Advisors
Illinois
$797K 30,848 +1,530 +5%
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