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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

63 hedge funds and large institutions have $62.5M invested in iShares Morningstar Multi-Asset Income ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
26
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.16M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.05M
3
Wells Fargo
3
Wells Fargo
California
$3.25M
4
PA
4
PFG Advisors
Arizona
$305K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.92M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.98M
2
FAIM
2
Financial Advocates Investment Management
Washington
$0
3
LPL Financial
3
LPL Financial
California
$1.77M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$568K
5
AWM
5
AE Wealth Management
Kansas
$377K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.88M 349,430 +5,531 +2%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.95M 219,698 -6,761 -3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.92M 218,234 +10,150 +5%
Wells Fargo
4
Wells Fargo
California
$3.25M 144,146 +18,485 +15%
DADC
5
D.A. Davidson & Co
Montana
$3.24M 143,461 -661 -0.5%
Morgan Stanley
6
Morgan Stanley
New York
$2.98M 131,983 -51,102 -28%
RJA
7
Raymond James & Associates
Florida
$2.85M 126,170 +594 +0.5%
Ameriprise
8
Ameriprise
Minnesota
$2.78M 123,244 +4,736 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.19M 97,017 +1,560 +2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.05M 90,694 +27,620 +44%
JFA
11
JNBA Financial Advisors
Minnesota
$2.01M 89,316 +848 +1%
LPL Financial
12
LPL Financial
California
$1.77M 78,684 -39,393 -33%
FHC
13
First Heartland Consultants
Missouri
$1.56M 68,975 -269 -0.4%
HW
14
Hancock Whitney
Mississippi
$1.55M 68,589 +9,185 +15%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.36M 60,317 +840 +1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.25M 55,336 -11,223 -17%
SPIA
17
Steward Partners Investment Advisory
New York
$1.19M 52,849 +1,000 +2%
CBFP
18
Cedar Brook Financial Partners
Ohio
$1.19M 52,543 -2,008 -4%
Jane Street
19
Jane Street
New York
$1.16M 51,472 +35,468 +222%
GWM
20
Geneos Wealth Management
Colorado
$1.15M 51,360 +5,173 +11%
KA
21
Kovack Advisors
Florida
$1.12M 49,685 -6,985 -12%
SAM
22
Stringer Asset Management
Tennessee
$798K 35,386 -5,238 -13%
Citadel Advisors
23
Citadel Advisors
Florida
$606K 26,863 -5,871 -18%
BlackRock
24
BlackRock
New York
$586K 25,971 +2,555 +11%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$568K 25,208 -15,525 -38%
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