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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

52 hedge funds and large institutions have $32.6M invested in iShares Morningstar Multi-Asset Income ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 24 reducing their positions, and 6 closing their positions.

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RL
1
Retireful LLC
Michigan
$2.51M
2
Citadel Advisors
2
Citadel Advisors
Florida
$441K
3
AWS
3
Atria Wealth Solutions
New York
$708K
4
HighTower Advisors
4
HighTower Advisors
Illinois
$277K
5
WA
5
Win Advisors
Florida
$222K

Top Sellers

1
LA
1
LVW Advisors
New York
$316K
2
HW
2
Hancock Whitney
Mississippi
$323K
3
GCWM
3
Graham Capital Wealth Management
District of Columbia
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.16M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.34M 273,756 +3,174 +1%
FAIM
2
Financial Advocates Investment Management
Washington
$3.81M 51,636 -63 -0.1%
Morgan Stanley
3
Morgan Stanley
New York
$2.88M 147,472 -3,849 -3%
LPL Financial
4
LPL Financial
California
$2.73M 139,701 -6,753 -5%
RL
5
Retireful LLC
Michigan
$2.51M 128,357 +128,357 New
Osaic Holdings
6
Osaic Holdings
Arizona
$1.55M 79,312 -4,976 -6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.49M 76,148 +5,040 +7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.16M 59,563 -15,552 -21%
FHC
9
First Heartland Consultants
Missouri
$1.16M 59,490 -1,145 -2%
DADC
10
D.A. Davidson & Co
Montana
$1.07M 55,042 -1,898 -3%
AWS
11
Atria Wealth Solutions
New York
$708K 36,266 +20,420 +129%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$702K 35,957 -1,256 -3%
MWP
13
MYCIO Wealth Partners
Pennsylvania
$551K 28,217 – –
Citadel Advisors
14
Citadel Advisors
Florida
$441K 22,605 +22,605 New
MFA
15
Mayflower Financial Advisors
Massachusetts
$384K 19,657 – –
WFAG
16
Worth Financial Advisory Group
North Carolina
$382K 19,563 -967 -5%
KA
17
Kovack Advisors
Florida
$358K 18,365 +1,050 +6%
Ameriprise
18
Ameriprise
Minnesota
$352K 18,039 +4,253 +31%
CBFP
19
Cedar Brook Financial Partners
Ohio
$351K 17,999 -3,312 -16%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$326K 16,707 -777 -4%
HW
21
Hancock Whitney
Mississippi
$323K 16,518 -49,885 -75%
LA
22
LVW Advisors
New York
$316K 16,200 -60,480 -79%
MML Investors Services
23
MML Investors Services
Massachusetts
$306K 15,688 +1,091 +7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$303K 15,509 -3,050 -16%
GWM
25
Geneos Wealth Management
Colorado
$286K 14,640 -6,105 -29%
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