IYLD icon

iShares Morningstar Multi-Asset Income ETF
IYLD

Overview Fund Activity

48 hedge funds and large institutions have $28.7M invested in iShares Morningstar Multi-Asset Income ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
48
Holders Change
-4
Holders Change %
-7.69%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.34M
2
KAS
2
Kestra Advisory Services
Texas
$3.85M
3
WA
3
Win Advisors
Florida
$836K
4
SOS
4
Silver Oak Securities
Tennessee
$435K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.63M

Top Sellers

1
ECA
1
Elevation Capital Advisory
Oregon
$0
2
Jane Street
2
Jane Street
New York
$0
3
MWP
3
MYCIO Wealth Partners
Pennsylvania
$0
4
AAS
4
Ameritas Advisory Services
Nebraska
$4.15K
5
Raymond James Financial
5
Raymond James Financial
Florida
$516K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$128K 6,165 +730 +13%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$124K 6,010 +146 +2%
SPIA
28
Steward Partners Investment Advisory
New York
$123K 5,905 -48 -0.8%
GWM
29
Geneos Wealth Management
Colorado
$98.2K 4,729 -4,719 -50%
FFA
30
Farther Finance Advisors
California
$84.4K 4,067 +37 +0.9%
GBT
31
Grove Bank & Trust
Florida
$81.8K 3,942 – –
NEWAS
32
N.E.W. Advisory Services
Wisconsin
$60.5K 2,916 – –
NA
33
NewEdge Advisors
Louisiana
$58.2K 2,803 -681 -20%
PS
34
Principal Securities
Iowa
$28.6K 1,378 +16 +1%
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$27.7K 1,336 – –
CI
36
CX Institutional
Indiana
$20K 973 -53 -5%
CA
37
CoreCap Advisors
Michigan
$17K 821 – –
EWA
38
EverSource Wealth Advisors
Alabama
$16K 769 – –
CAM
39
Creekmur Asset Management
Illinois
$11.5K 554 – –
IA
40
IFP Advisors
Florida
$8.32K 401 – –
FFA
41
Founders Financial Alliance
North Carolina
$8.3K 400 – –
HI
42
Harbour Investments
Wisconsin
$7.78K 375 – –
AAS
43
Ameritas Advisory Services
Nebraska
$4.15K 200 -33,708 -99%
AWM
44
AE Wealth Management
Kansas
$4.15K 200 – –
SS
45
Sunbelt Securities
Texas
$3.99K 205 – –
CIA
46
Cape Investment Advisory
Georgia
$3.9K 188 – –
ETC
47
Exchange Traded Concepts
Oklahoma
$2.55K 123 +123 New
OSAM
48
O'Shaughnessy Asset Management
Connecticut
$1.66K 80 +80 New
ECA
49
Elevation Capital Advisory
Oregon
– – -268,791 Closed
Jane Street
50
Jane Street
New York
– – -39,126 Closed
1
2
3