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iShares Morningstar Multi-Asset Income ETF

74 hedge funds and large institutions have $145M invested in iShares Morningstar Multi-Asset Income ETF in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
32
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJA
1
Raymond James & Associates
Florida
$19.8M 773,407 -646 -0.1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.2M 671,395 +8,322 +1%
Bank of America
3
Bank of America
North Carolina
$14.1M 553,063 +143,353 +35%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.7M 457,870 +81,622 +22%
Ameriprise
5
Ameriprise
Minnesota
$5.51M 215,819 -32,530 -13%
Wells Fargo
6
Wells Fargo
California
$5.46M 213,655 -24,474 -10%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$4.91M 192,355 +8,127 +4%
SAM
8
Stringer Asset Management
Tennessee
$4.53M 177,408 +468 +0.3%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$3.84M 150,496 +1,064 +0.7%
Morgan Stanley
10
Morgan Stanley
New York
$3.82M 149,571 +18,199 +14%
SCM
11
Stonehearth Capital Management
Massachusetts
$3.45M 135,121 +9,171 +7%
DADC
12
D.A. Davidson & Co
Montana
$3.42M 134,024 +78,194 +140%
LPL Financial
13
LPL Financial
California
$3.32M 129,811 +14,603 +13%
WP
14
WealthPLAN Partners
Nebraska
$3.27M 125,989 +125,989 New
HW
15
Hancock Whitney
Mississippi
$2.9M 113,425 +34,370 +43%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.63M 102,878 +8,378 +9%
VAS
17
Vestmark Advisory Solutions
Massachusetts
$2.21M 16,337 +5,905 +57%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.06M 80,472 +45,042 +127%
JFA
19
JNBA Financial Advisors
Minnesota
$1.96M 76,868 +5,414 +8%
Jane Street
20
Jane Street
New York
$1.79M 70,109 +46,323 +195%
FHC
21
First Heartland Consultants
Missouri
$1.77M 69,213 +10,904 +19%
IA
22
IFP Advisors
Florida
$1.76M 68,522 -61,394 -47%
KA
23
Kovack Advisors
Florida
$1.7M 66,697 +12,065 +22%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.46M 57,236 +839 +1%
CBFP
25
Cedar Brook Financial Partners
Ohio
$1.34M 52,566 +3,841 +8%