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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

65 hedge funds and large institutions have $63.5M invested in iShares Morningstar Multi-Asset Income ETF in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
15
Reduced
28
Closed
9
Calls
–
Puts
$304K
Net Calls
-$304K
Net Calls Change
-$304K

Top Buyers

1
FAIM
1
Financial Advocates Investment Management
Washington
$1.06M
2
Citadel Advisors
2
Citadel Advisors
Florida
$727K
3
Morgan Stanley
3
Morgan Stanley
New York
$4.06M
4
Jane Street
4
Jane Street
New York
$355K
5
JFA
5
JNBA Financial Advisors
Minnesota
$1.96M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.12M
2
RJA
2
Raymond James & Associates
Florida
$2.79M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.62M
4
UBS Group
4
UBS Group
Switzerland
$276K
5
WP
5
WealthPLAN Partners
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.64M 343,899 -1,062 -0.3%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.03M 226,459 +1,556 +0.7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.62M 208,084 -322,038 -61%
Morgan Stanley
4
Morgan Stanley
New York
$4.06M 183,085 +31,120 +20%
DADC
5
D.A. Davidson & Co
Montana
$3.2M 144,122 -15 -0%
Wells Fargo
6
Wells Fargo
California
$2.79M 125,661 -24,633 -16%
RJA
7
Raymond James & Associates
Florida
$2.79M 125,576 -475,324 -79%
Ameriprise
8
Ameriprise
Minnesota
$2.63M 118,508 -53,476 -31%
LPL Financial
9
LPL Financial
California
$2.62M 118,077 -29,325 -20%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.12M 95,457 -560,452 -85%
JFA
11
JNBA Financial Advisors
Minnesota
$1.96M 88,468 +6,322 +8%
FHC
12
First Heartland Consultants
Missouri
$1.54M 69,244 +16 +0%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.48M 66,559 -9,128 -12%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.4M 63,074 -40,906 -39%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.32M 59,477 -84,816 -59%
HW
16
Hancock Whitney
Mississippi
$1.32M 59,404 -11,870 -17%
KA
17
Kovack Advisors
Florida
$1.26M 56,670 -10,977 -16%
CBFP
18
Cedar Brook Financial Partners
Ohio
$1.21M 54,551 +881 +2%
SPIA
19
Steward Partners Investment Advisory
New York
$1.15M 51,849 -7,613 -13%
FAIM
20
Financial Advocates Investment Management
Washington
$1.06M 22,784 +22,784 New
GWM
21
Geneos Wealth Management
Colorado
$1.02M 46,187 +2,335 +5%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$904K 40,733 -71,250 -64%
SAM
23
Stringer Asset Management
Tennessee
$902K 40,624 -112,238 -73%
Citadel Advisors
24
Citadel Advisors
Florida
$727K 32,734 +32,734 New
AWM
25
AE Wealth Management
Kansas
$689K 31,043 +5,055 +19%
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