IYLD icon

iShares Morningstar Multi-Asset Income ETF

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
Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
26
Apollon Wealth Management
South Carolina
$233K +$233K +12,252 New
GRP
27
Global Retirement Partners
California
$227K -$24.5K -1,326 -10%
IWM
28
IHT Wealth Management
Illinois
$227K -$3.12K -164 -1%
Wells Fargo
29
Wells Fargo
California
$217K +$19 +1 +0%
Ameriprise
30
Ameriprise
Minnesota
$210K -$134K -7,017 -39%
GWM
31
Geneos Wealth Management
Colorado
$206K -$72.3K -3,795 -26%
SWP
32
Stratos Wealth Partners
Ohio
$200K +$200K +10,483 New
UBS Group
33
UBS Group
Switzerland
$198K -$3.81K -200 -2%
BlackRock
34
BlackRock
New York
$129K
GBT
35
Grove Bank & Trust
Florida
$75.1K
HI
36
Harbour Investments
Wisconsin
$51.5K
PA
37
Parallel Advisors
California
$47.6K -$71.4K -3,750 -60%
NA
38
NewEdge Advisors
Louisiana
$30.5K -$6.65K -349 -18%
PA
39
PSI Advisors
Florida
$20.2K
EWA
40
EverSource Wealth Advisors
Alabama
$14.6K
FFA
41
Founders Financial Alliance
North Carolina
$12.4K
JFA
42
JNBA Financial Advisors
Minnesota
$8.32K -$18.5K -973 -69%
IA
43
IFP Advisors
Florida
$7.64K -$6.49K -341 -46%
RIA
44
Realta Investment Advisors
Delaware
$5.86K -$2.93K -150 -33%
ACA
45
Aptus Capital Advisors
Alabama
$4.89K +$76 +4 +2%
GWANC
46
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.89K +$76 +4 +2%
WP
47
WealthShield Partners
North Carolina
$1.18K
RL
48
Retireful LLC
Michigan
-$2.51M -128,357 Closed
FAIM
49
Financial Advocates Investment Management
Washington
-$3.81M -51,636 Closed
Citadel Advisors
50
Citadel Advisors
Florida
-$441K -22,605 Closed