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iShares Morningstar Multi-Asset Income ETF
IYLD

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

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

12% more funds holding

Funds holding: 49 → 55 (+6)

0.52% more ownership

Funds ownership: 23.51% → 24.02% (+0.52%)

0% less capital invested

Capital invested by funds: $80.5M → $80.2M (-$212K)

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

Rank Fund Capital Flow
1
HH
Hilltop Holdings
Texas
+$6.09M
2
Morgan Stanley
Morgan Stanley
New York
+$825K
3
Jane Street
Jane Street
New York
+$746K
4
UBS Group
UBS Group
Switzerland
+$592K
5
Bank of America
Bank of America
North Carolina
+$563K

Top Sellers

Rank Fund Capital Flow
1
AIP
Ahrens Investment Partners
Louisiana
-$3.05M
2
LPL Financial
LPL Financial
California
-$1.93M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$820K
4
FA
FDx Advisors
Illinois
-$797K
5
Ameriprise
Ameriprise
Minnesota
-$583K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
26
BlackRock
New York
$596K – – –
HighTower Advisors
27
HighTower Advisors
Illinois
$483K -$578K -22,936 -54%
Citadel Advisors
28
Citadel Advisors
Florida
$450K +$454K +18,016 New
VF
29
Virtu Financial
New York
$416K +$420K +16,657 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$376K +$379K +15,043 New
CWM
31
Cornerstone Wealth Management
Missouri
$248K -$39.7K -1,574 -14%
CA
32
Clearstead Advisors
Ohio
$236K – – –
MML Investors Services
33
MML Investors Services
Massachusetts
$235K -$28.5K -1,129 -11%
CCM
34
Crabel Capital Management
California
$208K – – –
AG
35
Advisor Group
Arizona
$145K -$198K -7,857 -58%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$141K -$820K -32,509 -85%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$125K +$73.9K +2,931 +142%
AWA
38
Acorn Wealth Advisors
Michigan
$111K +$4.16K +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 +$303 +12 +0.5%
SEI Investments
42
SEI Investments
Pennsylvania
$49K +$49.4K +1,960 New
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$126 +5 +0.5%
JP Morgan Chase
44
JP Morgan Chase
New York
$26K – – –
RIA
45
RPG Investment Advisory
California
$22K -$37.8K -1,501 -63%
CFD
46
Creative Financial Designs
Indiana
$17K – – –
RFC
47
Regions Financial Corp
Alabama
$16K +$16.6K +658 New
LFG
48
LifePlan Financial Group
Ohio
$15K +$15K +593 New
ASN
49
Advisory Services Network
Georgia
$12K +$12.2K +484 New
RCAG
50
Rehmann Capital Advisory Group
Michigan
$11K +$11.4K +454 New
1
2
3

IYLD Hedge Fund Activity: Q1 2018 in Review

55 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q1 2018, worth a combined $80.2M — down 0.26% from $80.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IYLD positions and 6 closed out — a net gain of 6 holders — while 18 added to existing stakes and 14 trimmed.

The largest buyer was Hilltop Holdings, opening a new position worth an estimated $6.09M. The largest seller was Ahrens Investment Partners, cutting an estimated $3.05M.

  • 55 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q1 2018, up from 49 in Q4 2017.
  • Funds reported $80.2M of iShares Morningstar Multi-Asset Income ETF stock for Q1 2018, down 0.26% quarter-over-quarter.
  • 12 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q1 2018 and 6 closed out, a net change of +6 holders.
  • The largest iShares Morningstar Multi-Asset Income ETF buyer in Q1 2018 was Hilltop Holdings, an estimated $6.09M added.
  • The largest iShares Morningstar Multi-Asset Income ETF seller in Q1 2018 was Ahrens Investment Partners, an estimated $3.05M sold.

Based on aggregated 13F filings for Q1 2018.