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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

53 hedge funds and large institutions have $39M invested in iShares Morningstar Multi-Asset Income ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
14
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.24M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.71M
3
FAIM
3
Financial Advocates Investment Management
Washington
$2.16M
4
WA
4
Win Advisors
Florida
$1.45M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$888K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.38M
2
Bank of America
2
Bank of America
North Carolina
$5.03M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.45M
4
AWM
4
Apollon Wealth Management
South Carolina
$0
5
Ameriprise
5
Ameriprise
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.71M 283,586 +136,854 +93%
Bank of America
2
Bank of America
North Carolina
$5.03M 250,069 -17,787 -7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.24M 210,485 +147,152 +232%
LPL Financial
4
LPL Financial
California
$2.38M 118,375 -27,965 -19%
FAIM
5
Financial Advocates Investment Management
Washington
$2.16M 14,116 +14,116 New
Osaic Holdings
6
Osaic Holdings
Arizona
$1.45M 72,028 -13,003 -15%
WA
7
Win Advisors
Florida
$1.45M 71,820 +71,820 New
FHC
8
First Heartland Consultants
Missouri
$1.15M 57,295 -1,245 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.01M 50,415 +31,325 +164%
SPIA
10
Steward Partners Investment Advisory
New York
$1M 49,914 +37,456 +301%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$888K 44,155 +44,155 New
LA
12
LVW Advisors
New York
$856K 42,564 +42,564 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$812K 40,364 +1,901 +5%
BlackRock
14
BlackRock
New York
$748K 37,185 +30,392 +447%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$734K 36,486 -6,107 -14%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$707K 35,126 -122 -0.3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$686K 34,071 +34,071 New
AWS
18
Atria Wealth Solutions
New York
$685K 34,062 -2,317 -6%
KAS
19
Kestra Advisory Services
Texas
$657K 32,656 +17,449 +115%
MWP
20
MYCIO Wealth Partners
Pennsylvania
$568K 28,217 – –
DADC
21
D.A. Davidson & Co
Montana
$539K 26,774 -6,896 -20%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$506K 25,151 -286 -1%
FFA
23
Farther Finance Advisors
California
$431K 21,443 +21,443 New
HW
24
Hancock Whitney
Mississippi
$380K 18,907 +1,367 +8%
KA
25
Kovack Advisors
Florida
$372K 18,505 +5,700 +45%
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