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iShares Morningstar Multi-Asset Income ETF

50 hedge funds and large institutions have $24.7M invested in iShares Morningstar Multi-Asset Income ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 25 reducing their positions, and 10 closing their positions.

Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.11M 155,846 -127,740 -45%
FAIM
2
Financial Advocates Investment Management
Washington
$2.76M 15,088 +972 +7%
LPL Financial
3
LPL Financial
California
$2.19M 110,120 -8,255 -7%
KAS
4
Kestra Advisory Services
Texas
$1.68M 84,313 +51,657 +158%
Bank of America
5
Bank of America
North Carolina
$1.54M 77,041 -173,028 -69%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.31M 65,715 -6,313 -9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.3M 65,123 -145,362 -69%
FHC
8
First Heartland Consultants
Missouri
$1.11M 55,495 -1,800 -3%
MWP
9
MYCIO Wealth Partners
Pennsylvania
$738K 37,037 +8,820 +31%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$702K 35,215 -5,149 -13%
Jane Street
11
Jane Street
New York
$644K 32,305 +19,718 +157%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$566K 28,380 -6,746 -19%
DADC
13
D.A. Davidson & Co
Montana
$530K 26,587 -187 -0.7%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$500K 25,069 -82 -0.3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$372K 18,674 -31,741 -63%
MFA
16
Mayflower Financial Advisors
Massachusetts
$359K 17,994
WFAG
17
Worth Financial Advisory Group
North Carolina
$346K 17,377 -28 -0.2%
Wells Fargo
18
Wells Fargo
California
$346K 17,366 +8,340 +92%
CBFP
19
Cedar Brook Financial Partners
Ohio
$328K 16,454 -396 -2%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$302K 15,142 -398 -3%
FTS
21
Fifth Third Securities
Ohio
$290K 14,539 +14,539 New
HW
22
Hancock Whitney
Mississippi
$288K 14,434 -4,473 -24%
MML Investors Services
23
MML Investors Services
Massachusetts
$282K 14,159 -2,016 -12%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$270K 13,544 -20,527 -60%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$269K 13,517 -22,969 -63%