IYLD icon

iShares Morningstar Multi-Asset Income ETF
IYLD

Overview Fund Activity

48 hedge funds and large institutions have $49.1M invested in iShares Morningstar Multi-Asset Income ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-14
Holders Change %
-22.58%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
16
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.81M
2
IA
IFP Advisors
Florida
+$1.02M
3
LPL Financial
LPL Financial
California
+$346K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$298K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$248K

Top Sellers

1
CI
CX Institutional
Indiana
-$1.78M
2
UBS Group
UBS Group
Switzerland
-$1.44M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.03M
4
Wells Fargo
Wells Fargo
California
-$489K
5
Jane Street
Jane Street
New York
-$448K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$376K -$1.44M -64,419 -79%
MML Investors Services
27
MML Investors Services
Massachusetts
$363K +$52.6K +2,354 +17%
RG
28
Retirement Group
California
$332K -$7.38K -330 -2%
SPIA
29
Steward Partners Investment Advisory
New York
$307K -$1.05K -47 -0.3%
DC
30
Davenport & Co
Virginia
$273K -$6.95K -311 -2%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$257K +$157K +7,026 +157%
CI
32
CX Institutional
Indiana
$254K -$1.78M -79,453 -87%
GRP
33
Global Retirement Partners
California
$219K +$209 +10 +0.1%
PAG
34
Private Advisor Group
New Jersey
$202K +$5.4K +242 +3%
BlackRock
35
BlackRock
New York
$147K – – –
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$71.7K +$89 +4 +0.1%
FFA
37
Founders Financial Alliance
North Carolina
$71K – – –
AIP
38
Ahrens Investment Partners
Louisiana
$63K -$11.3K -500 -15%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$57K – – –
PFS
40
Prospera Financial Services
Texas
$51K +$51K +2,300 New
FFWM
41
Future Financial Wealth Management
Ohio
$45K – – –
BWM
42
BerganKDV Wealth Management
Minnesota
$29K – – –
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$27K – – –
PA
44
PSI Advisors
Florida
$26K – – –
APA
45
American Portfolios Advisors
New York
$14.5K – – –
PFA
46
Professional Financial Advisors
Nebraska
$5K +$23 +1 +0.5%
EIP
47
Ellis Investment Partners
Pennsylvania
$3K +$19 +1 +0.7%
AF
48
Advisornet Financial
Minnesota
– -$440K -18,320 Closed
FFN
49
Focus Financial Network
Minnesota
– -$355K -14,763 Closed
RWM
50
Reston Wealth Management
Virginia
– -$273K -11,356 Closed
1
2
3