IYLD icon

iShares Morningstar Multi-Asset Income ETF

40 hedge funds and large institutions have $67.4M invested in iShares Morningstar Multi-Asset Income ETF in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 7 closing their positions.

Holders
40
Holders Change
-7
Holders Change %
-14.89%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
22
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$400K 15,880 +2,068 +15%
SC
27
Scotia Capital
Ontario, Canada
$367K 14,591 +14,591 New
SI
28
SII Investments
Wisconsin
$365K 14,473
PAG
29
Private Advisor Group
New Jersey
$320K 12,807 +742 +6%
SG
30
StoneX Group
New York
$273K 11,237
AG
31
Advisor Group
Arizona
$137K 5,427 -1,573 -22%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$60K 2,397 +10 +0.4%
NFG
33
Next Financial Group
Texas
$51K 2,000 -515 -20%
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$37K 1,487 -369 -20%
CFD
35
Creative Financial Designs
Indiana
$25K 1,000
BKA
36
Brick & Kyle Associates
Pennsylvania
$25K 1,000
Creative Planning
37
Creative Planning
Kansas
$11K 440 +440 New
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$5K 200
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$4K 150
Citadel Advisors
40
Citadel Advisors
Florida
-39,533 Closed
VWA
41
V Wealth Advisors
Kansas
-28,594 Closed
Stifel Financial
42
Stifel Financial
Missouri
-12,559 Closed
EDRH
43
Edmond de Rothschild Holding
Switzerland
-1,250 Closed
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-500 Closed
Citigroup
45
Citigroup
New York
-307 Closed
PFBT
46
Parkside Financial Bank & Trust
Missouri
-200 Closed
Parallax Volatility Advisers
47
Parallax Volatility Advisers
California
$0 1