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iShares Morningstar Multi-Asset Income ETF

47 hedge funds and large institutions have $25M invested in iShares Morningstar Multi-Asset Income ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.1M 267,856 -5,900 -2%
Morgan Stanley
2
Morgan Stanley
New York
$2.79M 146,732 -740 -0.5%
LPL Financial
3
LPL Financial
California
$2.79M 146,340 +6,639 +5%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.62M 85,031 +5,719 +7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.21M 63,333 -12,815 -17%
FHC
6
First Heartland Consultants
Missouri
$1.12M 58,540 -950 -2%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$811K 42,593 +29,853 +234%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$732K 38,463 -21,100 -35%
AWS
9
Atria Wealth Solutions
New York
$693K 36,379 +113 +0.3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$671K 35,248 -709 -2%
DADC
11
D.A. Davidson & Co
Montana
$641K 33,670 -21,372 -39%
MWP
12
MYCIO Wealth Partners
Pennsylvania
$537K 28,217
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$484K 25,437 +25,247 +13,288%
MFA
14
Mayflower Financial Advisors
Massachusetts
$374K 19,657
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$363K 19,090 +3,581 +23%
WFAG
16
Worth Financial Advisory Group
North Carolina
$353K 18,563 -1,000 -5%
HW
17
Hancock Whitney
Mississippi
$334K 17,540 +1,022 +6%
CBFP
18
Cedar Brook Financial Partners
Ohio
$313K 16,454 -1,545 -9%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$312K 16,364 -343 -2%
MML Investors Services
20
MML Investors Services
Massachusetts
$301K 15,829 +141 +0.9%
HighTower Advisors
21
HighTower Advisors
Illinois
$292K 15,344 +1,115 +8%
KAS
22
Kestra Advisory Services
Texas
$290K 15,207 +864 +6%
Jane Street
23
Jane Street
New York
$277K 14,556 +14,556 New
KA
24
Kovack Advisors
Florida
$244K 12,805 -5,560 -30%
SPIA
25
Steward Partners Investment Advisory
New York
$237K 12,458 -1,104 -8%