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iShares Morningstar Multi-Asset Income ETF
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Overview Fund Activity

52 hedge funds and large institutions have $30.3M invested in iShares Morningstar Multi-Asset Income ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
52
Holders Change
–
Holders Change %
0%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECA
1
Elevation Capital Advisory
Oregon
$5.4M
2
Bank of America
2
Bank of America
North Carolina
$4.07M
3
Jane Street
3
Jane Street
New York
$786K
4
AAS
4
Ameritas Advisory Services
Nebraska
$681K
5
KA
5
Kovack Advisors
Florida
$1.07M

Top Sellers

1
FAIM
1
Financial Advocates Investment Management
Washington
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.26M
3
KAS
3
Kestra Advisory Services
Texas
$1.48M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$535K
5
WIA
5
World Investment Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ECA
1
Elevation Capital Advisory
Oregon
$5.4M 268,791 +268,791 New
Bank of America
2
Bank of America
North Carolina
$4.07M 202,498 +51,786 +34%
Morgan Stanley
3
Morgan Stanley
New York
$3.63M 180,748 -7,581 -4%
LPL Financial
4
LPL Financial
California
$1.69M 84,156 +379 +0.5%
KAS
5
Kestra Advisory Services
Texas
$1.48M 73,574 -163,616 -69%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.26M 62,744 -237,385 -79%
PWM
7
Perigon Wealth Management
California
$1.13M 56,181 +1,787 +3%
KA
8
Kovack Advisors
Florida
$1.07M 53,405 +7,650 +17%
Raymond James Financial
9
Raymond James Financial
Florida
$801K 39,900 +1,730 +5%
Jane Street
10
Jane Street
New York
$786K 39,126 +39,126 New
MWP
11
MYCIO Wealth Partners
Pennsylvania
$744K 37,037 – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$742K 36,974 -331 -0.9%
AAS
13
Ameritas Advisory Services
Nebraska
$681K 33,908 +33,908 New
Osaic Holdings
14
Osaic Holdings
Arizona
$535K 26,640 -26,096 -49%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$517K 25,762 +16 +0.1%
FHC
16
First Heartland Consultants
Missouri
$463K 23,078 -1,030 -4%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$461K 22,938 -676 -3%
Wells Fargo
18
Wells Fargo
California
$445K 22,142 +277 +1%
HighTower Advisors
19
HighTower Advisors
Illinois
$422K 21,025 +484 +2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$328K 16,350 -13,323 -45%
DADC
21
D.A. Davidson & Co
Montana
$327K 16,301 -7,208 -31%
MML Investors Services
22
MML Investors Services
Massachusetts
$309K 15,399 -54 -0.3%
WFAG
23
Worth Financial Advisory Group
North Carolina
$281K 14,001 -843 -6%
Citadel Advisors
24
Citadel Advisors
Florida
$274K 13,667 -11,125 -45%
IWM
25
IHT Wealth Management
Illinois
$255K 12,693 -942 -7%
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