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iShares Morningstar Multi-Asset Income ETF

53 hedge funds and large institutions have $40.4M invested in iShares Morningstar Multi-Asset Income ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

10% more funds holding

Funds holding: 4853 (+5)

8% more capital invested

Capital invested by funds: $37.3M → $40.4M (+$3.11M)

4.74% more ownership

Funds ownership: 21.77%26.5% (+4.7%)

55% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 22

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
10
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$365K +$104K +5,516 +40%
Wells Fargo
27
Wells Fargo
California
$345K -$142K -7,494 -29%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$345K -$177K -9,349 -34%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$344K -$65.6K -3,471 -16%
KA
30
Kovack Advisors
Florida
$329K -$1.89K -100 -0.6%
AWS
31
Atria Wealth Solutions
New York
$320K -$4.61K -244 -1%
RJA
32
Raymond James & Associates
Florida
$286K -$2.41M -127,498 -89%
SPIA
33
Steward Partners Investment Advisory
New York
$284K +$15.3K +812 +6%
KAS
34
Kestra Advisory Services
Texas
$258K +$257K +13,606 New
GRP
35
Global Retirement Partners
California
$257K +$416 +22 +0.2%
IWM
36
IHT Wealth Management
Illinois
$198K -$5.67K -300 -3%
JFA
37
JNBA Financial Advisors
Minnesota
$114K -$990K -52,400 -90%
GBT
38
Grove Bank & Trust
Florida
$75K +$74.5K +3,942 New
FWA
39
FSC Wealth Advisors
New York
$43.7K +$43.5K +2,303 New
CA
40
CoreCap Advisors
Michigan
$34K +$33.8K +1,792 New
FFA
41
Founders Financial Alliance
North Carolina
$32K -$472 -25 -1%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$26K +$170 +9 +0.6%
BWM
43
BerganKDV Wealth Management
Minnesota
$24.3K
PA
44
PSI Advisors
Florida
$22.2K
HI
45
Harbour Investments
Wisconsin
$20.2K
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$19K +$18.9K +1,001 New
EWA
47
EverSource Wealth Advisors
Alabama
$15K +$14.9K +790 New
BAM
48
Belpointe Asset Management
Nevada
$12.2K +$12.1K +642 New
ASN
49
Advisory Services Network
Georgia
$11.4K +$11.3K +600 New
RIA
50
Realta Investment Advisors
Delaware
$8.54K

IYLD Hedge Fund Activity: Q4 2022 in Review

53 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q4 2022, worth a combined $40.4M — up 8.3% from $37.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IYLD positions and 9 closed out — a net gain of 6 holders — while 10 added to existing stakes and 22 trimmed.

The largest buyer was LVW Advisors, opening a new position worth an estimated $2.44M. The largest seller was Envestnet Asset Management, cutting an estimated $2.87M.

  • 53 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q4 2022, up from 48 in Q3 2022.
  • Funds reported $40.4M of iShares Morningstar Multi-Asset Income ETF stock for Q4 2022, up 8.3% quarter-over-quarter.
  • 15 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q4 2022 and 9 closed out, a net change of +6 holders.
  • The largest iShares Morningstar Multi-Asset Income ETF buyer in Q4 2022 was LVW Advisors, an estimated $2.44M added.
  • The largest iShares Morningstar Multi-Asset Income ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $2.87M sold.

Based on aggregated 13F filings for Q4 2022.