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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

55 hedge funds and large institutions have $80.2M invested in iShares Morningstar Multi-Asset Income ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+6
Holders Change %
+12.24%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
18
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HH
Hilltop Holdings
Texas
+$6.03M
2
Morgan Stanley
Morgan Stanley
New York
+$818K
3
Jane Street
Jane Street
New York
+$739K
4
UBS Group
UBS Group
Switzerland
+$587K
5
Bank of America
Bank of America
North Carolina
+$558K

Top Sellers

1
AIP
Ahrens Investment Partners
Louisiana
-$3.02M
2
LPL Financial
LPL Financial
California
-$1.92M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$807K
4
FA
FDx Advisors
Illinois
-$797K
5
HighTower Advisors
HighTower Advisors
Illinois
-$575K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$10.5M +$44.7K +1,791 +0.4%
Bank of America
2
Bank of America
North Carolina
$10.2M +$558K +22,333 +6%
HH
3
Hilltop Holdings
Texas
$6.03M +$6.03M +241,363 New
Wells Fargo
4
Wells Fargo
California
$4.86M -$358K -14,350 -7%
IA
5
IFP Advisors
Florida
$4.32M – – –
LPL Financial
6
LPL Financial
California
$4.06M -$1.92M -76,709 -32%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.97M +$388K +15,538 +11%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$3.87M +$35.3K +1,413 +0.9%
Morgan Stanley
9
Morgan Stanley
New York
$3.73M +$818K +32,736 +28%
AIP
10
Ahrens Investment Partners
Louisiana
$3.15M -$3.02M -121,115 -49%
SCM
11
Stonehearth Capital Management
Massachusetts
$2.83M +$53.2K +2,131 +2%
SAM
12
Stringer Asset Management
Tennessee
$2.61M +$139K +5,567 +6%
Ameriprise
13
Ameriprise
Minnesota
$2.34M -$575K -23,114 -20%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.85M +$183K +7,322 +11%
UBS Group
15
UBS Group
Switzerland
$1.44M +$587K +23,467 +68%
HW
16
Hancock Whitney
Mississippi
$1.31M -$411K -16,474 -24%
FHC
17
First Heartland Consultants
Missouri
$1.31M -$95.9K -3,839 -7%
KA
18
Kovack Advisors
Florida
$1.31M -$33.4K -1,335 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.25M +$404K +16,156 +48%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.14M +$16.1K +643 +1%
GWM
21
Geneos Wealth Management
Colorado
$892K +$18.3K +735 +2%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$866K -$116K -4,650 -12%
Comerica Bank
23
Comerica Bank
Texas
$846K – – –
Jane Street
24
Jane Street
New York
$739K +$739K +29,597 New
SC
25
Scotia Capital
Ontario, Canada
$706K +$261K +10,449 +59%
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