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iShares Morningstar Multi-Asset Income ETF

66 hedge funds and large institutions have $103M invested in iShares Morningstar Multi-Asset Income ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 15 closing their positions.

Holders
66
Holders Change
-8
Holders Change %
-10.81%
% 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
10
Increased
25
Reduced
20
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.1M 655,909 -15,486 -2%
RJA
2
Raymond James & Associates
Florida
$12M 600,900 -172,507 -22%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$10.6M 530,122 +72,252 +16%
Bank of America
4
Bank of America
North Carolina
$6.9M 344,961 -208,102 -38%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.52M 224,903 +224,903 New
UBS Group
6
UBS Group
Switzerland
$4.23M 211,540 +163,306 +339%
Ameriprise
7
Ameriprise
Minnesota
$3.44M 171,984 -43,835 -20%
SAM
8
Stringer Asset Management
Tennessee
$3.06M 152,862 -24,546 -14%
Morgan Stanley
9
Morgan Stanley
New York
$3.04M 151,965 +2,394 +2%
Wells Fargo
10
Wells Fargo
California
$3.01M 150,294 -63,361 -30%
LPL Financial
11
LPL Financial
California
$2.95M 147,402 +17,591 +14%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$2.89M 144,293 -6,203 -4%
DADC
13
D.A. Davidson & Co
Montana
$2.88M 144,137 +10,113 +8%
WP
14
WealthPLAN Partners
Nebraska
$2.82M 136,548 +10,559 +8%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.24M 111,983 +79,005 +240%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.08M 103,980 +1,102 +1%
JFA
17
JNBA Financial Advisors
Minnesota
$1.64M 82,146 +5,278 +7%
IA
18
IFP Advisors
Florida
$1.55M 75,620 +7,098 +10%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.51M 75,687 -4,785 -6%
HW
20
Hancock Whitney
Mississippi
$1.43M 71,274 -42,151 -37%
FHC
21
First Heartland Consultants
Missouri
$1.39M 69,228 +15 +0%
KA
22
Kovack Advisors
Florida
$1.35M 67,647 +950 +1%
SPIA
23
Steward Partners Investment Advisory
New York
$1.19M 59,462 +7,450 +14%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.09M 54,711 -2,525 -4%
CBFP
25
Cedar Brook Financial Partners
Ohio
$1.07M 53,670 +1,104 +2%