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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

53 hedge funds and large institutions have $40.4M invested in iShares Morningstar Multi-Asset Income ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
10
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LA
1
LVW Advisors
New York
$2.46M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$2.84M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.69M
4
BlackRock
4
BlackRock
New York
$2.01M
5
Citadel Advisors
5
Citadel Advisors
Florida
$905K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$436K
2
RJA
2
Raymond James & Associates
Florida
$286K
3
Bank of America
3
Bank of America
North Carolina
$2.01M
4
Ameriprise
4
Ameriprise
Minnesota
$529K
5
JFA
5
JNBA Financial Advisors
Minnesota
$114K
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.69M 299,831 +114,405 +62%
Morgan Stanley
2
Morgan Stanley
New York
$3.01M 158,485 +10,763 +7%
LPL Financial
3
LPL Financial
California
$2.96M 155,691 +8,464 +6%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$2.84M 149,814 +129,356 +632%
LA
5
LVW Advisors
New York
$2.46M 129,367 +129,367 New
HW
6
Hancock Whitney
Mississippi
$2.02M 106,381 +42,166 +66%
BlackRock
7
BlackRock
New York
$2.01M 105,759 +99,210 +1,515%
Bank of America
8
Bank of America
North Carolina
$2.01M 105,667 -96,147 -48%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.76M 92,940 -12,570 -12%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.51M 79,506 -3,850 -5%
DADC
11
D.A. Davidson & Co
Montana
$1.18M 62,023 -21,092 -25%
FHC
12
First Heartland Consultants
Missouri
$1.15M 60,740 – –
IA
13
IFP Advisors
Florida
$985K 39,771 -3,989 -9%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$913K 48,116 -3,342 -6%
Citadel Advisors
15
Citadel Advisors
Florida
$905K 47,662 +47,662 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$787K 41,478 +41,478 New
WP
17
WealthSource Partners
California
$670K 35,293 +35,293 New
GWM
18
Geneos Wealth Management
Colorado
$540K 28,470 -5,565 -16%
MWP
19
MYCIO Wealth Partners
Pennsylvania
$536K 28,217 – –
Ameriprise
20
Ameriprise
Minnesota
$529K 27,921 -59,398 -68%
WFAG
21
Worth Financial Advisory Group
North Carolina
$508K 26,767 +26,767 New
MML Investors Services
22
MML Investors Services
Massachusetts
$456K 24,025 -10,455 -30%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$436K 22,979 -152,072 -87%
CBFP
24
Cedar Brook Financial Partners
Ohio
$407K 21,448 -149 -0.7%
MFA
25
Mayflower Financial Advisors
Massachusetts
$373K 19,657 -7,536 -28%
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