IYLD icon

iShares Morningstar Multi-Asset Income ETF

54 hedge funds and large institutions have $112M invested in iShares Morningstar Multi-Asset Income ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 11 closing their positions.

Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CWM
1
Cornerstone Wealth Management
Missouri
$23.6M 606,866 +389,295 +179%
IA
2
IFP Advisors
Florida
$14.4M 580,380 +43,109 +8%
Bank of America
3
Bank of America
North Carolina
$10.6M 429,818 +37,333 +10%
RJA
4
Raymond James & Associates
Florida
$10.6M 427,950 +14,381 +3%
AL
5
Aspiriant LLC
California
$6.03M 243,703 +243,703 New
Wells Fargo
6
Wells Fargo
California
$4.63M 187,200 +575 +0.3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.63M 186,941 +10,252 +6%
Ameriprise
8
Ameriprise
Minnesota
$3.68M 148,440 +27,266 +23%
SAM
9
Stringer Asset Management
Tennessee
$3.37M 136,271 +23,709 +21%
LPL Financial
10
LPL Financial
California
$3.34M 135,046 -14,716 -10%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$3.16M 127,539 -27,507 -18%
Morgan Stanley
12
Morgan Stanley
New York
$3.08M 124,656 -5,991 -5%
SCM
13
Stonehearth Capital Management
Massachusetts
$2.76M 111,681 -549 -0.5%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.87M 75,643 +1,050 +1%
FHC
15
First Heartland Consultants
Missouri
$1.53M 61,995 +12 +0%
UBS Group
16
UBS Group
Switzerland
$1.41M 57,074 -1,165 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.33M 53,551 -1,025 -2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.14M 46,079 +488 +1%
KA
19
Kovack Advisors
Florida
$1.09M 43,895 +43,895 New
HW
20
Hancock Whitney
Mississippi
$1.04M 41,846 -1,726 -4%
AIP
21
Ahrens Investment Partners
Louisiana
$952K 38,477 -42,601 -53%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$943K 38,101 -3,498 -8%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$848K 34,272 +26,045 +317%
GWM
24
Geneos Wealth Management
Colorado
$808K 32,680 -1,508 -4%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$694K 28,066 -937 -3%