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iShares Morningstar Multi-Asset Income ETF
IYLD

56 hedge funds and large institutions have $55.5M invested in iShares Morningstar Multi-Asset Income ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

60% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 15

6% more funds holding

Funds holding: 53 → 56 (+3)

1.16% more ownership

Funds ownership: 22.24% → 23.4% (+1.2%)

4% more capital invested

Capital invested by funds: $53.5M → $55.5M (+$2.01M)

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
24
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$1.71M
2
CI
CX Institutional
Indiana
+$878K
3
OMC
Old Mission Capital
Illinois
+$640K
4
5L
55I LLC
Massachusetts
+$394K
5
Morgan Stanley
Morgan Stanley
New York
+$385K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.1M
2
BlackRock
BlackRock
New York
-$460K
3
LPL Financial
LPL Financial
California
-$316K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$259K
5
JFA
JNBA Financial Advisors
Minnesota
-$243K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
26
Next Financial Group
Texas
$498K +$23K +948 +5%
FFN
27
Focus Financial Network
Minnesota
$425K +$3.44K +142 +0.8%
AF
28
Advisornet Financial
Minnesota
$424K -$24.3K -1,000 -5%
5L
29
55I LLC
Massachusetts
$389K +$394K +16,239 New
SPIA
30
Steward Partners Investment Advisory
New York
$340K +$137K +5,657 +66%
UBS Group
31
UBS Group
Switzerland
$309K +$35.7K +1,472 +13%
RWM
32
Reston Wealth Management
Virginia
$268K +$2.33K +96 +0.9%
GRP
33
Global Retirement Partners
California
$250K -$752 -31 -0.3%
RG
34
Retirement Group
California
$230K +$170K +7,000 +269%
PAG
35
Private Advisor Group
New Jersey
$216K -$16.2K -668 -7%
TWM
36
Trinity Wealth Management
Pennsylvania
$200K +$203K +8,369 New
BlackRock
37
BlackRock
New York
$157K -$460K -18,959 -74%
S
38
SignatureFD
Georgia
$115K – – –
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$106K +$703 +29 +0.7%
CFGS
40
Concourse Financial Group Securities
Alabama
$88K – – –
FFA
41
Founders Financial Alliance
North Carolina
$77K – – –
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$76.2K +$77.2K +3,183 New
IA
43
IFP Advisors
Florida
$75K -$13.7K -566 -17%
HI
44
Harbour Investments
Wisconsin
$70K – – –
JP Morgan Chase
45
JP Morgan Chase
New York
$55K +$2.67K +110 +5%
BWM
46
BerganKDV Wealth Management
Minnesota
$31K – – –
PA
47
PSI Advisors
Florida
$28K +$28.4K +1,170 New
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$25K +$25.7K +1,058 New
AWA
49
Arkadios Wealth Advisors
Georgia
$21K – – –
APA
50
American Portfolios Advisors
New York
$15.6K – – –
1
2
3

IYLD Hedge Fund Activity: Q3 2021 in Review

56 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q3 2021, worth a combined $55.5M — up 3.8% from $53.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IYLD positions and 2 closed out — a net gain of 4 holders — while 24 added to existing stakes and 15 trimmed.

The largest buyer was Jane Street, adding an estimated $1.71M. The largest seller was Royal Bank of Canada, cutting an estimated $1.1M.

  • 56 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q3 2021, up from 53 in Q2 2021.
  • Funds reported $55.5M of iShares Morningstar Multi-Asset Income ETF stock for Q3 2021, up 3.8% quarter-over-quarter.
  • 6 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q3 2021 and 2 closed out, a net change of +4 holders.
  • The largest iShares Morningstar Multi-Asset Income ETF buyer in Q3 2021 was Jane Street, an estimated $1.71M added.
  • The largest iShares Morningstar Multi-Asset Income ETF seller in Q3 2021 was Royal Bank of Canada, an estimated $1.1M sold.

Based on aggregated 13F filings for Q3 2021.