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iShares Morningstar Multi-Asset Income ETF

53 hedge funds and large institutions have $53.5M invested in iShares Morningstar Multi-Asset Income ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 24 reducing their positions, and 10 closing their positions.

Holders
53
Holders Change
-7
Holders Change %
-11.67%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$6.96M 287,738 +2,223 +0.8%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.28M 218,286 -14,140 -6%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.23M 174,737 -22,402 -11%
Wells Fargo
4
Wells Fargo
California
$3.45M 142,527 +175 +0.1%
DADC
5
D.A. Davidson & Co
Montana
$3.28M 135,577 -10,389 -7%
JFA
6
JNBA Financial Advisors
Minnesota
$3.21M 132,926 +19,167 +17%
LPL Financial
7
LPL Financial
California
$3.14M 129,858 +20,511 +19%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.1M 128,249 +15,337 +14%
Morgan Stanley
9
Morgan Stanley
New York
$3.07M 126,862 +587 +0.5%
Ameriprise
10
Ameriprise
Minnesota
$2.09M 86,427 -5,121 -6%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.74M 72,096 +5,021 +7%
FHC
12
First Heartland Consultants
Missouri
$1.51M 62,434 -11 -0%
HW
13
Hancock Whitney
Mississippi
$1.34M 55,297 +6,041 +12%
GWM
14
Geneos Wealth Management
Colorado
$1.06M 44,039 -2,808 -6%
RJA
15
Raymond James & Associates
Florida
$772K 31,910 -98,854 -76%
CBFP
16
Cedar Brook Financial Partners
Ohio
$738K 30,532 -331 -1%
MFA
17
Mayflower Financial Advisors
Massachusetts
$719K 29,727 -1,463 -5%
MWP
18
MYCIO Wealth Partners
Pennsylvania
$682K 28,217
BlackRock
19
BlackRock
New York
$617K 25,508
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$581K 24,042 -126,787 -84%
KA
21
Kovack Advisors
Florida
$574K 23,720 -4,705 -17%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$562K 23,278 +2,679 +13%
NFG
23
Next Financial Group
Texas
$479K 19,826 +684 +4%
AF
24
Advisornet Financial
Minnesota
$453K 18,720 -600 -3%
FFN
25
Focus Financial Network
Minnesota
$426K 17,602 -533 -3%