iShares Morningstar Multi-Asset Income ETF
IYLD
35 hedge funds and large institutions have $49.1M invested in iShares Morningstar Multi-Asset Income ETF in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 7 closing their positions.
49% more capital invested
Capital invested by funds: $33.1M → $49.1M (+$16M)
10% less funds holding
Funds holding: 39 → 35 (-4)
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
+$7.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$4.54M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.46M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.38M |
| 5 |
RBC
Ronald Blue & Co
Roswell,
Georgia
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$1.19M |
| 2 |
PFPT
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
-$1.08M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$913K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$411K |
| 5 |
SI
SII Investments
Appleton,
Wisconsin
|
-$403K |
IYLD Hedge Fund Activity: Q4 2015 in Review
35 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q4 2015, worth a combined $49.1M — up 49% from $33.1M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of IYLD and 3 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 11 added.
The largest buyer was Hancock Whitney, opening a new position worth an estimated $7.7M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $1.19M sold.
- 35 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q4 2015, down from 39 in Q3 2015.
- Funds reported $49.1M of iShares Morningstar Multi-Asset Income ETF stock for Q4 2015, up 49% quarter-over-quarter.
- 3 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q4 2015 and 7 closed out, a net change of -4 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q4 2015 was Hancock Whitney, an estimated $7.7M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q4 2015 was Virtu KCG Holdings, an estimated $1.19M sold.
Based on aggregated 13F filings for Q4 2015.