iShares Morningstar Multi-Asset Income ETF
IYLD
32 hedge funds and large institutions have $35.1M invested in iShares Morningstar Multi-Asset Income ETF in 2014 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.
4,504% more capital invested
Capital invested by funds: $763K → $35.1M (+$34.4M)
2,900% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 1
967% more funds holding
Funds holding: 3 → 32 (+29)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.84M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.69M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.55M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.69M |
| 5 |
PFPT
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$169K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$50K |
| 3 |
FIG
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
-$48.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BKA
26
Brick & Kyle Associates
Newtown,
Pennsylvania
| $45K | +$45.7K | +1,750 | New |
|
|
NFG
27
Next Financial Group
Houston,
Texas
| $44K | +$44.4K | +1,700 | New |
|
|
GI
28
Gradient Investments
Arden Hills,
Minnesota
| $26K | +$26.1K | +1,000 | New |
|
|
CFS
29
Commonwealth Financial Services
Vienna,
West Virginia
| $11K | +$10.8K | +413 | New |
|
|
DADC
30
D.A. Davidson & Co
Great Falls,
Montana
| $5K | +$5.22K | +200 | New |
|
|
BRWA
31
B. Riley Wealth Advisors
Boca Raton,
Florida
| $108 | +$110K | +4,205 | New |
|
|
32
Ameriprise
Minneapolis,
Minnesota
| – | -$50K | -1,926 | Closed |
|
33
Parallax Volatility Advisers
San Francisco,
California
| – | +$26 | +1 | New |
|
IYLD Hedge Fund Activity: Q4 2014 in Review
32 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q4 2014, worth a combined $35.1M — up 4,504% from $763K a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IYLD positions and 1 closed out — a net gain of 29 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $6.84M. The largest seller was Janney Montgomery Scott, cutting an estimated $169K.
- 32 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q4 2014, up from 3 in Q3 2014.
- Funds reported $35.1M of iShares Morningstar Multi-Asset Income ETF stock for Q4 2014, up 4,504% quarter-over-quarter.
- 30 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q4 2014 and 1 closed out, a net change of +29 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q4 2014 was Morgan Stanley, an estimated $6.84M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q4 2014 was Janney Montgomery Scott, an estimated $169K sold.
Based on aggregated 13F filings for Q4 2014.