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iShares Morningstar Multi-Asset Income ETF

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.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

46% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 28

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $304K

Holders
65
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$304K
Net Calls
Net Calls Change

Top Buyers

1 +$1.06M
2 +$727K
3 +$691K
4
Jane Street
Jane Street
New York
+$355K
5
JFA
JNBA Financial Advisors
Minnesota
+$140K

Top Sellers

1 -$12.4M
2 -$10.6M
3 -$7.15M
4
UBS Group
UBS Group
Switzerland
-$4.41M
5
WP
WealthPLAN Partners
Nebraska
-$2.82M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$7.63M
2
$5.03M
3
$4.62M
4
$4.06M
5
$3.2M
6
$2.79M
7
$2.79M
8
$2.63M
9
$2.62M
10
$2.12M
11
$1.96M
12
$1.54M
13
$1.48M
14
$1.4M
15
$1.32M
16
$1.32M
17
$1.26M
18
$1.21M
19
$1.15M
20
$1.06M
21
$1.02M
22
$904K
23
$902K
24
$727K
25
$689K