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iShares Morningstar Multi-Asset Income ETF

55 hedge funds and large institutions have $25.2M invested in iShares Morningstar Multi-Asset Income ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
55
Holders Change
+4
Holders Change %
+7.84%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.53M 171,027 +2,031 +1%
Bank of America
2
Bank of America
North Carolina
$2.8M 135,572 +56,805 +72%
KAS
3
Kestra Advisory Services
Texas
$1.44M 69,694 -144,348 -67%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.28M 61,917 -5,333 -8%
LPL Financial
5
LPL Financial
California
$1.27M 61,288 -10,950 -15%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.16M 56,196 -9,682 -15%
PWM
7
Perigon Wealth Management
California
$1.14M 55,396 +1,671 +3%
WA
8
Win Advisors
Florida
$1.12M 54,157 +54,157 New
MWP
9
MYCIO Wealth Partners
Pennsylvania
$765K 37,037
KA
10
Kovack Advisors
Florida
$666K 32,255 +14,900 +86%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$599K 28,972 -4,025 -12%
Wells Fargo
12
Wells Fargo
California
$579K 28,037 +5,071 +22%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$545K 26,400 -904 -3%
FHC
14
First Heartland Consultants
Missouri
$535K 25,883 -27,547 -52%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$531K 25,688 +15,397 +150%
IWM
16
IHT Wealth Management
Illinois
$511K 24,726 +11,279 +84%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$502K 24,294 -331 -1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$491K 23,768 +2,201 +10%
DADC
19
D.A. Davidson & Co
Montana
$474K 22,939 -3,648 -14%
WIA
20
World Investment Advisors
California
$380K 18,370 +18,370 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$366K 17,693 +4,114 +30%
HighTower Advisors
22
HighTower Advisors
Illinois
$340K 16,459 +1,630 +11%
WFAG
23
Worth Financial Advisory Group
North Carolina
$333K 16,140 -827 -5%
MML Investors Services
24
MML Investors Services
Massachusetts
$316K 15,292 +268 +2%
SEIA
25
Signature Estate & Investment Advisors
California
$289K 13,967 -2,594 -16%