IYLD icon

iShares Morningstar Multi-Asset Income ETF

58 hedge funds and large institutions have $79.9M invested in iShares Morningstar Multi-Asset Income ETF in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
58
Holders Change
+7
Holders Change %
+13.73%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
17
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$776K 31,429 +623 +2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$723K 29,268 +2,618 +10%
RJA
28
Raymond James & Associates
Florida
$693K 28,017 -402,160 -93%
BlackRock
29
BlackRock
New York
$548K 22,170 -12,047 -35%
GRP
30
Global Retirement Partners
California
$445K 17,997 -1,000 -5%
MML Investors Services
31
MML Investors Services
Massachusetts
$385K 15,565 +15,565 New
AIP
32
Ahrens Investment Partners
Louisiana
$352K 14,250 -3,927 -22%
CAN
33
Cetera Advisor Networks
California
$324K 13,057 +20 +0.2%
AG
34
Advisor Group
Arizona
$309K 12,519 -962 -7%
TFS
35
Thoroughbred Financial Services
Tennessee
$253K 10,253 +10,253 New
RWM
36
Reston Wealth Management
Virginia
$249K 10,065 +10,065 New
WP
37
WealthSource Partners
California
$239K 9,680 -925 -9%
RCAG
38
Rehmann Capital Advisory Group
Michigan
$202K 8,183 +8,183 New
CI
39
CX Institutional
Indiana
$173K 7,008 +5,152 +278%
AF
40
Advisornet Financial
Minnesota
$134K 5,420
CFGS
41
Concourse Financial Group Securities
Alabama
$115K 4,683 -1,977 -30%
FHA
42
Flagship Harbor Advisors
Massachusetts
$72K 2,916
NFG
43
Next Financial Group
Texas
$69K 2,789 -5,824 -68%
NFH
44
NEXT Financial Holdings
Texas
$69K 2,789 +2,789 New
WCG
45
Weaver Consulting Group
California
$49K 2,000 +2,000 New
CA
46
Cetera Advisors
Colorado
$45K 1,800 +1,800 New
CFA
47
Camarda Financial Advisors
Florida
$37K 1,479 +1,479 New
BWM
48
BerganKDV Wealth Management
Minnesota
$32K 1,279
LFG
49
LifePlan Financial Group
Ohio
$15K 593
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$15K 590