iShares Morningstar Multi-Asset Income ETF
IYLD
IYLD
53 hedge funds and large institutions have $39M invested in iShares Morningstar Multi-Asset Income ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more ownership
Funds ownership: →
26% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 19
Holders
53
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$2.96M | |
| 2 | +$2.75M | |
| 3 | +$2.16M | |
| 4 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$1.45M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$888K |
Top Sellers
| 1 | -$563K | |
| 2 | -$358K | |
| 3 | -$262K | |
| 4 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$233K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$210K |