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iShares Morningstar Multi-Asset Income ETF

67 hedge funds and large institutions have $140M invested in iShares Morningstar Multi-Asset Income ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
30
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJA
1
Raymond James & Associates
Florida
$19.3M 774,053 +661,654 +589%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.6M 663,073 +525,838 +383%
Bank of America
3
Bank of America
North Carolina
$10.2M 409,710 +16,248 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.4M 376,248 +207,041 +122%
AL
5
Aspiriant LLC
California
$6.59M 263,872
Ameriprise
6
Ameriprise
Minnesota
$6.2M 248,349 -4,761 -2%
TC
7
Trilogy Capital
California
$6.06M 244,321 +244,321 New
Wells Fargo
8
Wells Fargo
California
$5.95M 238,129 +6,562 +3%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$4.6M 184,228 +21,556 +13%
SAM
10
Stringer Asset Management
Tennessee
$4.42M 176,940 +164,991 +1,381%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$3.73M 149,432 +99,300 +198%
Morgan Stanley
12
Morgan Stanley
New York
$3.28M 131,372 -2,430 -2%
IA
13
IFP Advisors
Florida
$3.24M 129,916 +129,916 New
SCM
14
Stonehearth Capital Management
Massachusetts
$3.15M 125,950 +9,236 +8%
AWM
15
AE Wealth Management
Kansas
$3M 120,191 +120,191 New
SS
16
Simplicity Solutions
Minnesota
$2.95M 117,953 +117,953 New
LPL Financial
17
LPL Financial
California
$2.88M 115,208 +5,689 +5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.36M 94,500 +11,895 +14%
HW
19
Hancock Whitney
Mississippi
$1.97M 79,055 +10,720 +16%
JFA
20
JNBA Financial Advisors
Minnesota
$1.78M 71,454 +14,400 +25%
GVAG
21
Great Valley Advisor Group
Delaware
$1.72M 68,787 +4,035 +6%
FHC
22
First Heartland Consultants
Missouri
$1.46M 58,309 -224 -0.4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.41M 56,397 +10,197 +22%
DADC
24
D.A. Davidson & Co
Montana
$1.39M 55,830 +39,673 +246%
KA
25
Kovack Advisors
Florida
$1.36M 54,632 +1,867 +4%