iShares Morningstar Multi-Asset Income ETF
IYLD
39 hedge funds and large institutions have $40.4M invested in iShares Morningstar Multi-Asset Income ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 3 closing their positions.
433% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 3
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
22% more funds holding
Funds holding: 32 → 39 (+7)
15% more capital invested
Capital invested by funds: $35.1M → $40.4M (+$5.27M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.57M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$1.46M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.18M |
| 4 |
LPL Financial
San Diego,
California
|
+$904K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$800K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.34M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$882K |
| 3 |
IH
IFC Holdings
Tampa,
Florida
|
-$221K |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$26K |
| 5 |
AIG
American International Group
New York
|
-$10.4K |
IYLD Hedge Fund Activity: Q1 2015 in Review
39 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q1 2015, worth a combined $40.4M — up 15% from $35.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IYLD positions and 3 closed out — a net gain of 8 holders — while 16 added to existing stakes and 3 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $1.57M. The largest seller was UBS Group, cutting an estimated $3.34M.
- 39 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q1 2015, up from 32 in Q4 2014.
- Funds reported $40.4M of iShares Morningstar Multi-Asset Income ETF stock for Q1 2015, up 15% quarter-over-quarter.
- 11 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q1 2015 and 3 closed out, a net change of +8 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q1 2015 was Jane Street, an estimated $1.57M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q1 2015 was UBS Group, an estimated $3.34M sold.
Based on aggregated 13F filings for Q1 2015.