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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

60 hedge funds and large institutions have $63.6M invested in iShares Morningstar Multi-Asset Income ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.65M
2
LPL Financial
2
LPL Financial
California
$2.56M
3
JFA
3
JNBA Financial Advisors
Minnesota
$2.67M
4
FFN
4
Focus Financial Network
Minnesota
$425K
5
OMC
5
Old Mission Capital
Illinois
$380K

Top Sellers

1
HW
1
Hancock Whitney
Mississippi
$1.15M
2
Bank of America
2
Bank of America
North Carolina
$6.69M
3
FAIM
3
Financial Advocates Investment Management
Washington
$0
4
KAS
4
Kestra Advisory Services
Texas
$0
5
GVAG
5
Great Valley Advisor Group
Delaware
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$6.69M 285,515 -98,996 -26%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.45M 232,426 -1,416 -0.6%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.62M 197,139 -13,296 -6%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.53M 150,829 -24,127 -14%
DADC
5
D.A. Davidson & Co
Montana
$3.42M 145,966 +3,413 +2%
Wells Fargo
6
Wells Fargo
California
$3.34M 142,352 -4,949 -3%
RJA
7
Raymond James & Associates
Florida
$3.06M 130,764 +6,164 +5%
Morgan Stanley
8
Morgan Stanley
New York
$2.96M 126,275 -7,349 -5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.84M 121,231 +7,175 +6%
JFA
10
JNBA Financial Advisors
Minnesota
$2.67M 113,759 +24,238 +27%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.65M 112,912 +66,203 +142%
LPL Financial
12
LPL Financial
California
$2.56M 109,347 +38,748 +55%
Ameriprise
13
Ameriprise
Minnesota
$2.14M 91,548 -31,238 -25%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.57M 67,075 -5,691 -8%
FHC
15
First Heartland Consultants
Missouri
$1.46M 62,445 -5,041 -7%
HW
16
Hancock Whitney
Mississippi
$1.15M 49,256 -138,171 -74%
Jane Street
17
Jane Street
New York
$1.15M 49,152 +15,019 +44%
GWM
18
Geneos Wealth Management
Colorado
$1.11M 46,847 +612 +1%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$975K 41,588 -6,001 -13%
SAM
20
Stringer Asset Management
Tennessee
$825K 35,232 +1,004 +3%
MFA
21
Mayflower Financial Advisors
Massachusetts
$731K 31,190 -300 -1%
CBFP
22
Cedar Brook Financial Partners
Ohio
$723K 30,863 +249 +0.8%
KA
23
Kovack Advisors
Florida
$666K 28,425 -35 -0.1%
MWP
24
MYCIO Wealth Partners
Pennsylvania
$661K 28,217 +3,108 +12%
MML Investors Services
25
MML Investors Services
Massachusetts
$615K 26,258 +5,056 +24%
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