iShares Morningstar Multi-Asset Income ETF
IYLD
IYLD
47 hedge funds and large institutions have $25M invested in iShares Morningstar Multi-Asset Income ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Holders
47
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$568K | |
| 2 | +$481K | |
| 3 | +$277K | |
| 4 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$233K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$200K |
Top Sellers
| 1 | -$3.81M | |
| 2 | -$2.51M | |
| 3 | -$441K | |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$407K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$402K |