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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

62 hedge funds and large institutions have $55.6M invested in iShares Morningstar Multi-Asset Income ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
62
Holders Change
+6
Holders Change %
+10.71%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
20
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.95M
2
CI
2
CX Institutional
Indiana
$2.18M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$1.45M
4
HW
4
Hancock Whitney
Mississippi
$2.17M
5
LPL Financial
5
LPL Financial
California
$3.29M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.82M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2M
3
OMC
3
Old Mission Capital
Illinois
$0
4
Jane Street
4
Jane Street
New York
$1.37M
5
JFA
5
JNBA Financial Advisors
Minnesota
$2.48M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.82M 241,984 -55,647 -19%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.52M 188,171 +10,863 +6%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.47M 186,001 +13,187 +8%
Morgan Stanley
4
Morgan Stanley
New York
$3.58M 148,758 +6,023 +4%
LPL Financial
5
LPL Financial
California
$3.29M 136,995 +20,146 +17%
DADC
6
D.A. Davidson & Co
Montana
$3.11M 129,513 -5,024 -4%
Wells Fargo
7
Wells Fargo
California
$3.03M 126,239 -6,385 -5%
JFA
8
JNBA Financial Advisors
Minnesota
$2.48M 103,104 -19,800 -16%
CI
9
CX Institutional
Indiana
$2.18M 90,814 +44,746 +97%
HW
10
Hancock Whitney
Mississippi
$2.17M 90,284 +21,918 +32%
Ameriprise
11
Ameriprise
Minnesota
$2.02M 84,095 -2,869 -3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2M 83,404 -37,327 -31%
UBS Group
13
UBS Group
Switzerland
$1.95M 81,210 +68,292 +529%
GWM
14
Geneos Wealth Management
Colorado
$1.49M 62,055 +9,722 +19%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.46M 60,663 -4,005 -6%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.45M 60,302 +35,342 +142%
Jane Street
17
Jane Street
New York
$1.37M 56,819 -26,354 -32%
RJA
18
Raymond James & Associates
Florida
$737K 30,659 -943 -3%
MFA
19
Mayflower Financial Advisors
Massachusetts
$714K 29,727 – –
MWP
20
MYCIO Wealth Partners
Pennsylvania
$678K 28,217 – –
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$659K 27,434 +2,956 +12%
KA
22
Kovack Advisors
Florida
$525K 21,865 -1,880 -8%
CBFP
23
Cedar Brook Financial Partners
Ohio
$522K 21,724 -4,641 -18%
NFG
24
Next Financial Group
Texas
$513K 21,355 +581 +3%
AF
25
Advisornet Financial
Minnesota
$440K 18,320 +600 +3%
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