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iShares Morningstar Multi-Asset Income ETF
IYLD

50 hedge funds and large institutions have $34.1M invested in iShares Morningstar Multi-Asset Income ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $34.5M → $34.1M (-$423K)

1.22% less ownership

Funds ownership: 28.24% → 27.02% (-1.2%)

6% less funds holding

Funds holding: 53 → 50 (-3)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SOS
Silver Oak Securities
Tennessee
+$2.07M
2
KAS
Kestra Advisory Services
Texas
+$1.45M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$823K
4
TWP
Tempus Wealth Planning
California
+$638K
5
Bank of America
Bank of America
North Carolina
+$550K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.66M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.01M
3
LPL Financial
LPL Financial
California
-$924K
4
WA
Win Advisors
Florida
-$911K
5
Jane Street
Jane Street
New York
-$497K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$262K -$20.2K -917 -7%
Stifel Financial
27
Stifel Financial
Missouri
$218K -$44.4K -2,019 -17%
LA
28
LVW Advisors
New York
$205K – – –
UBS Group
29
UBS Group
Switzerland
$195K -$12K -545 -6%
ATS
30
Ashton Thomas Securities
New York
$191K +$194K +8,800 New
SPIA
31
Steward Partners Investment Advisory
New York
$128K -$3.12K -142 -2%
FFA
32
Farther Finance Advisors
California
$87.7K +$22 +1 +0%
GBT
33
Grove Bank & Trust
Florida
$85.7K – – –
IA
34
IFP Advisors
Florida
$71.5K -$17.9K -816 -20%
US Bancorp
35
US Bancorp
Minnesota
$68.5K – – –
NEWAS
36
N.E.W. Advisory Services
Wisconsin
$63.4K – – –
TCM
37
Triumph Capital Management
Colorado
$48.3K – – –
GWM
38
Geneos Wealth Management
Colorado
$44.5K +$44 +2 +0.1%
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$28.9K – – –
CI
40
CX Institutional
Indiana
$20K -$990 -45 -5%
ASN
41
Advisory Services Network
Georgia
$14.1K +$14.3K +650 New
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$11.4K +$11.5K +523 New
EWA
43
EverSource Wealth Advisors
Alabama
$8.82K – – –
HI
44
Harbour Investments
Wisconsin
$8.15K – – –
FFA
45
Founders Financial Alliance
North Carolina
$5.43K – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$5.37K +$5.43K +247 New
SS
47
Sunbelt Securities
Texas
$4.46K – – –
KFG
48
Kingdom Financial Group
Arizona
$198 – – –
LAS
49
Lloyd Advisory Services
Georgia
$198 +$198 +9 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
$22 +$22 +1 New
1
2
3

IYLD Hedge Fund Activity: Q1 2026 in Review

50 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q1 2026, worth a combined $34.1M — down 1.2% from $34.5M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of IYLD and 8 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 14 added.

The largest buyer was Silver Oak Securities, opening a new position worth an estimated $2.07M. The largest seller was Royal Bank of Canada, cutting an estimated $2.66M.

  • 50 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q1 2026, down from 53 in Q4 2025.
  • Funds reported $34.1M of iShares Morningstar Multi-Asset Income ETF stock for Q1 2026, down 1.2% quarter-over-quarter.
  • 8 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q1 2026 and 9 closed out, a net change of -1 holder.
  • The largest iShares Morningstar Multi-Asset Income ETF buyer in Q1 2026 was Silver Oak Securities, an estimated $2.07M added.
  • The largest iShares Morningstar Multi-Asset Income ETF seller in Q1 2026 was Royal Bank of Canada, an estimated $2.66M sold.

Based on aggregated 13F filings for Q1 2026.