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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

56 hedge funds and large institutions have $55.5M invested in iShares Morningstar Multi-Asset Income ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
24
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.99M
2
CI
2
CX Institutional
Indiana
$1.1M
3
OMC
3
Old Mission Capital
Illinois
$836K
4
5L
4
55I LLC
Massachusetts
$389K
5
Morgan Stanley
5
Morgan Stanley
New York
$3.42M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.14M
2
BlackRock
2
BlackRock
New York
$157K
3
LPL Financial
3
LPL Financial
California
$2.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
JFA
5
JNBA Financial Advisors
Minnesota
$2.94M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.13M 297,631 +9,893 +3%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.25M 177,308 +2,571 +1%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.14M 172,814 -45,472 -21%
Morgan Stanley
4
Morgan Stanley
New York
$3.42M 142,735 +15,873 +13%
DADC
5
D.A. Davidson & Co
Montana
$3.22M 134,537 -1,040 -0.8%
Wells Fargo
6
Wells Fargo
California
$3.18M 132,624 -9,903 -7%
JFA
7
JNBA Financial Advisors
Minnesota
$2.94M 122,904 -10,022 -8%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.89M 120,731 -7,518 -6%
LPL Financial
9
LPL Financial
California
$2.8M 116,849 -13,009 -10%
Ameriprise
10
Ameriprise
Minnesota
$2.09M 86,964 +537 +0.6%
Jane Street
11
Jane Street
New York
$1.99M 83,173 +70,583 +561%
HW
12
Hancock Whitney
Mississippi
$1.64M 68,366 +13,069 +24%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.55M 64,668 -7,428 -10%
FHC
14
First Heartland Consultants
Missouri
$1.49M 62,118 -316 -0.5%
GWM
15
Geneos Wealth Management
Colorado
$1.26M 52,333 +8,294 +19%
CI
16
CX Institutional
Indiana
$1.1M 46,068 +36,205 +367%
OMC
17
Old Mission Capital
Illinois
$836K 34,915 +26,401 +310%
RJA
18
Raymond James & Associates
Florida
$757K 31,602 -308 -1%
MFA
19
Mayflower Financial Advisors
Massachusetts
$714K 29,727 – –
MWP
20
MYCIO Wealth Partners
Pennsylvania
$676K 28,217 – –
CBFP
21
Cedar Brook Financial Partners
Ohio
$631K 26,365 -4,167 -14%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$598K 24,960 +918 +4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$586K 24,478 +1,200 +5%
KA
24
Kovack Advisors
Florida
$569K 23,745 +25 +0.1%
MML Investors Services
25
MML Investors Services
Massachusetts
$537K 22,402 +5,356 +31%
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