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iShares Morningstar Multi-Asset Income ETF
IYLD

Overview Fund Activity

63 hedge funds and large institutions have $84.6M invested in iShares Morningstar Multi-Asset Income ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
35
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TFS
1
Thoroughbred Financial Services
Tennessee
$6.09M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.45M
3
RJA
3
Raymond James & Associates
Florida
$2.82M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.25M

Top Sellers

1
ACP
1
Aveo Capital Partners
Colorado
$237K
2
Jane Street
2
Jane Street
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$5.82M
4
SPIA
4
Steward Partners Investment Advisory
New York
$1.3M
5
CA
5
Cetera Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$883K +$84.4K +3,357 +11%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$709K -$26.9K -1,069 -4%
BlackRock
28
BlackRock
New York
$557K – – –
GRP
29
Global Retirement Partners
California
$542K +$89.5K +3,560 +20%
Citadel Advisors
30
Citadel Advisors
Florida
$406K +$406K +16,153 New
DADC
31
D.A. Davidson & Co
Montana
$406K +$406K +16,157 New
CAN
32
Cetera Advisor Networks
California
$387K +$58.9K +2,345 +18%
MML Investors Services
33
MML Investors Services
Massachusetts
$376K -$15.4K -612 -4%
AIP
34
Ahrens Investment Partners
Louisiana
$351K -$7.55K -300 -2%
CFGS
35
Concourse Financial Group Securities
Alabama
$351K +$233K +9,291 +198%
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$350K +$350K +13,912 New
AG
37
Advisor Group
Arizona
$348K +$32.9K +1,309 +10%
CI
38
CX Institutional
Indiana
$348K +$172K +6,835 +98%
NFG
39
Next Financial Group
Texas
$318K +$248K +9,886 +354%
SAM
40
Stringer Asset Management
Tennessee
$300K +$300K +11,949 New
RWM
41
Reston Wealth Management
Virginia
$254K +$1.06K +42 +0.4%
WP
42
WealthSource Partners
California
$252K +$8.96K +357 +4%
ACP
43
Aveo Capital Partners
Colorado
$237K -$4.73M -188,154 -95%
DAS
44
Dynamic Advisor Solutions
Arizona
$231K +$231K +9,212 New
RCAG
45
Rehmann Capital Advisory Group
Michigan
$212K +$6.28K +250 +3%
AF
46
Advisornet Financial
Minnesota
$136K – – –
FHA
47
Flagship Harbor Advisors
Massachusetts
$66K -$6.19K -250 -9%
OSNBOA
48
Old Second National Bank of Aurora
Illinois
$53K +$47.1K +1,875 +798%
WCG
49
Weaver Consulting Group
California
$50K – – –
CFA
50
Camarda Financial Advisors
Florida
$47K +$9.81K +390 +26%
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