IYLD icon

iShares Morningstar Multi-Asset Income ETF
IYLD

Overview Fund Activity

55 hedge funds and large institutions have $80.2M invested in iShares Morningstar Multi-Asset Income ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+6
Holders Change %
+12.24%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
18
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HH
Hilltop Holdings
Texas
+$6.03M
2
Morgan Stanley
Morgan Stanley
New York
+$818K
3
Jane Street
Jane Street
New York
+$739K
4
UBS Group
UBS Group
Switzerland
+$587K
5
Bank of America
Bank of America
North Carolina
+$558K

Top Sellers

1
AIP
Ahrens Investment Partners
Louisiana
-$3.02M
2
LPL Financial
LPL Financial
California
-$1.92M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$807K
4
FA
FDx Advisors
Illinois
-$797K
5
HighTower Advisors
HighTower Advisors
Illinois
-$575K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
26
BlackRock
New York
$596K – – –
HighTower Advisors
27
HighTower Advisors
Illinois
$483K -$575K -22,936 -54%
Citadel Advisors
28
Citadel Advisors
Florida
$450K +$450K +18,016 New
VF
29
Virtu Financial
New York
$416K +$416K +16,657 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$376K +$376K +15,043 New
CWM
31
Cornerstone Wealth Management
Missouri
$248K -$38.9K -1,574 -14%
CA
32
Clearstead Advisors
Ohio
$236K – – –
MML Investors Services
33
MML Investors Services
Massachusetts
$235K -$28.2K -1,129 -11%
CCM
34
Crabel Capital Management
California
$208K – – –
AG
35
Advisor Group
Arizona
$145K -$197K -7,857 -58%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$141K -$807K -32,509 -85%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$125K +$73.4K +2,931 +142%
AWA
38
Acorn Wealth Advisors
Michigan
$111K +$4.09K +165 +4%
SWP
39
Stratos Wealth Partners
Ohio
$58K +$12.6K +501 +28%
Citigroup
40
Citigroup
New York
$57K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$56K +$300 +12 +0.5%
SEI Investments
42
SEI Investments
Pennsylvania
$49K +$49K +1,960 New
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$122 +5 +0.5%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$26K – – –
RIA
45
RPG Investment Advisory
California
$22K -$37.7K -1,501 -63%
CFD
46
Creative Financial Designs
Indiana
$17K – – –
RFC
47
Regions Financial Corp
Alabama
$16K +$16K +658 New
LFG
48
LifePlan Financial Group
Ohio
$15K +$15K +593 New
ASN
49
Advisory Services Network
Georgia
$12K +$12K +484 New
RCAG
50
Rehmann Capital Advisory Group
Michigan
$11K +$11K +454 New
1
2
3