iShares Morningstar Multi-Asset Income ETF
IYLD
58 hedge funds and large institutions have $87.6M invested in iShares Morningstar Multi-Asset Income ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 24 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
9% more capital invested
Capital invested by funds: $80.2M → $87.6M (+$7.34M)
5% more funds holding
Funds holding: 55 → 58 (+3)
2.18% more ownership
Funds ownership: 24.02% → 26.2% (+2.2%)
42% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$9.15M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$5.13M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$888K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$670K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$444K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$6.03M |
| 2 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$1.31M |
| 3 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$1.11M |
| 4 |
Comerica Bank
Dallas,
Texas
|
-$846K |
| 5 |
Jane Street
New York
|
-$521K |
IYLD Hedge Fund Activity: Q2 2018 in Review
58 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q2 2018, worth a combined $87.6M — up 9.1% from $80.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IYLD positions and 5 closed out — a net gain of 4 holders — while 14 added to existing stakes and 24 trimmed.
The largest buyer was IFP Advisors, adding an estimated $9.15M. The largest seller was Hilltop Holdings, exiting entirely with an estimated $6.03M sold.
- 58 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q2 2018, up from 55 in Q1 2018.
- Funds reported $87.6M of iShares Morningstar Multi-Asset Income ETF stock for Q2 2018, up 9.1% quarter-over-quarter.
- 9 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q2 2018 and 5 closed out, a net change of +4 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q2 2018 was IFP Advisors, an estimated $9.15M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q2 2018 was Hilltop Holdings, an estimated $6.03M sold.
Based on aggregated 13F filings for Q2 2018.