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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

51 hedge funds and large institutions have $24.4M invested in iShares Morningstar Multi-Asset Income ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$4.25M
2
PWM
2
Perigon Wealth Management
California
$1.07M
3
Citadel Advisors
3
Citadel Advisors
Florida
$422K
4
IWA
4
Icon Wealth Advisors
Texas
$375K
5
KA
5
Kovack Advisors
Florida
$344K

Top Sellers

1
FAIM
1
Financial Advocates Investment Management
Washington
$411K
2
LPL Financial
2
LPL Financial
California
$1.43M
3
CBFP
3
Cedar Brook Financial Partners
Ohio
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
AWS
5
Atria Wealth Solutions
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
1
Kestra Advisory Services
Texas
$4.25M 214,042 +129,729 +154%
Morgan Stanley
2
Morgan Stanley
New York
$3.35M 168,996 +13,150 +8%
Bank of America
3
Bank of America
North Carolina
$1.56M 78,767 +1,726 +2%
LPL Financial
4
LPL Financial
California
$1.43M 72,238 -37,882 -34%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.33M 67,250 +2,127 +3%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.31M 65,878 +163 +0.2%
PWM
7
Perigon Wealth Management
California
$1.07M 53,725 +53,725 New
MWP
8
MYCIO Wealth Partners
Pennsylvania
$735K 37,037 – –
RJFSA
9
Raymond James Financial Services Advisors
Florida
$655K 32,997 -2,218 -6%
Jane Street
10
Jane Street
New York
$571K 28,770 -3,535 -11%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$542K 27,304 -1,076 -4%
DADC
12
D.A. Davidson & Co
Montana
$527K 26,587 – –
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$489K 24,625 -444 -2%
Wells Fargo
14
Wells Fargo
California
$456K 22,966 +5,600 +32%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$428K 21,567 +2,893 +15%
Citadel Advisors
16
Citadel Advisors
Florida
$422K 21,253 +21,253 New
FAIM
17
Financial Advocates Investment Management
Washington
$411K 4,725 -10,363 -69%
IWA
18
Icon Wealth Advisors
Texas
$375K 18,657 +18,657 New
KA
19
Kovack Advisors
Florida
$344K 17,355 +17,355 New
WFAG
20
Worth Financial Advisory Group
North Carolina
$337K 16,967 -410 -2%
SEIA
21
Signature Estate & Investment Advisors
California
$329K 16,561 +16,561 New
FTS
22
Fifth Third Securities
Ohio
$301K 15,150 +611 +4%
MML Investors Services
23
MML Investors Services
Massachusetts
$298K 15,024 +865 +6%
HighTower Advisors
24
HighTower Advisors
Illinois
$295K 14,829 +2,629 +22%
MFA
25
Mayflower Financial Advisors
Massachusetts
$293K 14,744 -3,250 -18%
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