iShares Morningstar Multi-Asset Income ETF
IYLD
47 hedge funds and large institutions have $32M invested in iShares Morningstar Multi-Asset Income ETF in 2026 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 9 closing their positions.
1.69% less ownership
Funds ownership: 27.02% → 25.33% (-1.7%)
6% less funds holding
Funds holding: 50 → 47 (-3)
6% less capital invested
Capital invested by funds: $34.1M → $32M (-$2.09M)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
13% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
+$1.32M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$556K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$532K |
| 4 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$336K |
| 5 |
Jane Street
New York
|
+$326K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$2.05M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.09M |
| 3 |
TWP
Tempus Wealth Planning
Irvine,
California
|
-$1.06M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$582K |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$322K |
IYLD Hedge Fund Activity: Q2 2026 in Review
47 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q2 2026, worth a combined $32M — down 6.1% from $34.1M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of IYLD and 8 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 13 added.
The largest buyer was Elevation Capital Advisory, opening a new position worth an estimated $1.32M. The largest seller was Silver Oak Securities, exiting entirely with an estimated $2.05M sold.
- 47 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q2 2026, down from 50 in Q1 2026.
- Funds reported $32M of iShares Morningstar Multi-Asset Income ETF stock for Q2 2026, down 6.1% quarter-over-quarter.
- 8 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q2 2026 and 9 closed out, a net change of -1 holder.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q2 2026 was Elevation Capital Advisory, an estimated $1.32M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q2 2026 was Silver Oak Securities, an estimated $2.05M sold.
Based on aggregated 13F filings for Q2 2026.