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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

51 hedge funds and large institutions have $84.7M invested in iShares Morningstar Multi-Asset Income ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HW
Hancock Whitney
Mississippi
+$2.11M
2
Wells Fargo
Wells Fargo
California
+$1.89M
3
SPIA
Steward Partners Investment Advisory
New York
+$1.28M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$861K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$840K

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$23.6M
2
IA
IFP Advisors
Florida
-$3.38M
3
Bank of America
Bank of America
North Carolina
-$1.8M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$848K
5
AIP
Ahrens Investment Partners
Louisiana
-$472K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
1
IFP Advisors
Florida
$10.1M -$3.38M -145,141 -25%
RJA
2
Raymond James & Associates
Florida
$10M +$51.8K +2,227 +0.5%
Bank of America
3
Bank of America
North Carolina
$8.21M -$1.8M -77,349 -18%
Wells Fargo
4
Wells Fargo
California
$6.25M +$1.89M +81,132 +43%
AL
5
Aspiriant LLC
California
$5.67M – – –
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.5M +$145K +6,209 +3%
Morgan Stanley
7
Morgan Stanley
New York
$3.24M +$340K +14,606 +12%
SAM
8
Stringer Asset Management
Tennessee
$3.14M -$33.5K -1,439 -1%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$3.13M +$163K +7,005 +5%
Ameriprise
10
Ameriprise
Minnesota
$3.09M -$363K -15,602 -11%
HW
11
Hancock Whitney
Mississippi
$3.09M +$2.11M +90,819 +217%
LPL Financial
12
LPL Financial
California
$2.68M -$468K -20,118 -15%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$2.6M +$840K +36,077 +48%
SCM
14
Stonehearth Capital Management
Massachusetts
$2.36M -$240K -10,328 -9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.75M +$861K +36,964 +97%
SPIA
16
Steward Partners Investment Advisory
New York
$1.38M +$1.28M +55,170 +1,314%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.34M +$94.7K +4,071 +8%
FHC
18
First Heartland Consultants
Missouri
$1.33M -$112K -4,828 -8%
UBS Group
19
UBS Group
Switzerland
$1.21M -$124K -5,341 -9%
KA
20
Kovack Advisors
Florida
$1.06M +$34.9K +1,500 +3%
CBFP
21
Cedar Brook Financial Partners
Ohio
$1.04M +$1.04M +44,861 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.01M -$66.5K -2,857 -6%
BlackRock
23
BlackRock
New York
$797K +$241K +10,348 +43%
GWM
24
Geneos Wealth Management
Colorado
$716K -$43.6K -1,874 -6%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$620K -$32.9K -1,416 -5%
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