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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

52 hedge funds and large institutions have $36.8M invested in iShares Morningstar Multi-Asset Income ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
52
Holders Change
-3
Holders Change %
-5.45%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAIM
1
Financial Advocates Investment Management
Washington
$4.94M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.85M
3
KAS
3
Kestra Advisory Services
Texas
$4.62M
4
Raymond James Financial
4
Raymond James Financial
Florida
$744K
5
Citadel Advisors
5
Citadel Advisors
Florida
$483K

Top Sellers

1
WA
1
Win Advisors
Florida
$0
2
MFA
2
Mayflower Financial Advisors
Massachusetts
$0
3
IWM
3
IHT Wealth Management
Illinois
$266K
4
LA
4
LVW Advisors
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$319K
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.85M 300,129 +238,212 +385%
FAIM
2
Financial Advocates Investment Management
Washington
$4.94M 55,682 +55,682 New
KAS
3
Kestra Advisory Services
Texas
$4.62M 237,190 +167,496 +240%
Morgan Stanley
4
Morgan Stanley
New York
$3.67M 188,329 +17,302 +10%
Bank of America
5
Bank of America
North Carolina
$2.94M 150,712 +15,140 +11%
LPL Financial
6
LPL Financial
California
$1.63M 83,777 +22,489 +37%
PWM
7
Perigon Wealth Management
California
$1.07M 54,394 -1,002 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.03M 52,736 -3,460 -6%
KA
9
Kovack Advisors
Florida
$891K 45,755 +13,500 +42%
Raymond James Financial
10
Raymond James Financial
Florida
$744K 38,170 +38,170 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$727K 37,305 +13,537 +57%
MWP
12
MYCIO Wealth Partners
Pennsylvania
$721K 37,037 – –
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$578K 29,673 +11,980 +68%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$502K 25,746 -654 -2%
Citadel Advisors
15
Citadel Advisors
Florida
$483K 24,792 +24,792 New
FHC
16
First Heartland Consultants
Missouri
$470K 24,108 -1,775 -7%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$460K 23,614 -680 -3%
DADC
18
D.A. Davidson & Co
Montana
$458K 23,509 +570 +2%
Wells Fargo
19
Wells Fargo
California
$426K 21,865 -6,172 -22%
HighTower Advisors
20
HighTower Advisors
Illinois
$400K 20,541 +4,082 +25%
WIA
21
World Investment Advisors
California
$380K 19,486 +1,116 +6%
SPIA
22
Steward Partners Investment Advisory
New York
$339K 17,394 +4,396 +34%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$319K 16,357 -9,331 -36%
MML Investors Services
24
MML Investors Services
Massachusetts
$301K 15,453 +161 +1%
Ameriprise
25
Ameriprise
Minnesota
$293K 15,042 +4,717 +46%
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