iShares Morningstar Multi-Asset Income ETF (IYLD)

• Market cap: $118M
• 1 day: -0.10%
• 5 days: 1.00%
• 1 month: 0.90%
• 3 months: 1.35%
• 6 months: -0.20%
• Year to date: 3.63%
• 1 year: 3.10%
• 5 years: -3.75%
• 10 years: -21.59%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

46% more capital invested

Capital invested by funds: $25.2M [Q3] → $36.9M (+$11.7M) [Q4]

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

7.95% more ownership

Funds ownership: 21.05% [Q3] → 29.0% (+7.95%) [Q4]

5% less funds holding

Funds holding: 55 [Q3] → 52 (-3) [Q4]

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7