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iShares Morningstar Multi-Asset Income ETF
IYLD

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

1.96% less ownership

Funds ownership: 24.89% → 22.93% (-2%)

12% less capital invested

Capital invested by funds: $55.6M → $49.1M (-$6.55M)

23% less funds holding

Funds holding: 62 → 48 (-14)

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

85% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 13

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

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.86M
2
IA
IFP Advisors
Florida
+$942K
3
LPL Financial
LPL Financial
California
+$354K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$306K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$255K

Top Sellers

Rank Fund Capital Flow
1
CI
CX Institutional
Indiana
-$1.82M
2
UBS Group
UBS Group
Switzerland
-$1.48M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.05M
4
Wells Fargo
Wells Fargo
California
-$502K
5
Jane Street
Jane Street
New York
-$459K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$376K -$1.48M -64,419 -79%
MML Investors Services
27
MML Investors Services
Massachusetts
$363K +$54K +2,354 +17%
RG
28
Retirement Group
California
$332K -$7.57K -330 -2%
SPIA
29
Steward Partners Investment Advisory
New York
$307K -$1.08K -47 -0.3%
DC
30
Davenport & Co
Virginia
$273K -$7.13K -311 -2%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$257K +$161K +7,026 +157%
CI
32
CX Institutional
Indiana
$254K -$1.82M -79,453 -87%
GRP
33
Global Retirement Partners
California
$219K +$229 +10 +0.1%
PAG
34
Private Advisor Group
New Jersey
$202K +$5.55K +242 +3%
BlackRock
35
BlackRock
New York
$147K – – –
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$71.7K +$92 +4 +0.1%
FFA
37
Founders Financial Alliance
North Carolina
$71K – – –
AIP
38
Ahrens Investment Partners
Louisiana
$63K -$11.5K -500 -15%
JP Morgan Chase
39
JP Morgan Chase
New York
$57K – – –
PFS
40
Prospera Financial Services
Texas
$51K +$52.8K +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 +$23 +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
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IYLD Hedge Fund Activity: Q1 2022 in Review

48 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q1 2022, worth a combined $49.1M — down 12% from $55.6M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IYLD and 2 opened new positions — a net loss of 11 holders — while 21 trimmed existing stakes and 16 added.

The largest buyer was Royal Bank of Canada, adding an estimated $1.86M. The largest seller was CX Institutional, cutting an estimated $1.82M.

  • 48 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q1 2022, down from 62 in Q4 2021.
  • Funds reported $49.1M of iShares Morningstar Multi-Asset Income ETF stock for Q1 2022, down 12% quarter-over-quarter.
  • 2 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q1 2022 and 13 closed out, a net change of -11 holders.
  • The largest iShares Morningstar Multi-Asset Income ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $1.86M added.
  • The largest iShares Morningstar Multi-Asset Income ETF seller in Q1 2022 was CX Institutional, an estimated $1.82M sold.

Based on aggregated 13F filings for Q1 2022.