IYLD icon

iShares Morningstar Multi-Asset Income ETF

50 hedge funds and large institutions have $24.7M invested in iShares Morningstar Multi-Asset Income ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 25 reducing their positions, and 10 closing their positions.

Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
26
IHT Wealth Management
Illinois
$268K +$24.2K +1,215 +10%
SPIA
27
Steward Partners Investment Advisory
New York
$252K -$743K -37,267 -75%
AWS
28
Atria Wealth Solutions
New York
$252K -$427K -21,425 -63%
GRP
29
Global Retirement Partners
California
$244K
HighTower Advisors
30
HighTower Advisors
Illinois
$244K -$51.6K -2,582 -17%
RJA
31
Raymond James & Associates
Florida
$215K +$215K +10,771 New
LA
32
LVW Advisors
New York
$208K -$640K -32,105 -75%
Stifel Financial
33
Stifel Financial
Missouri
$200K +$200K +10,032 New
FFA
34
Farther Finance Advisors
California
$180K -$246K -12,372 -58%
UBS Group
35
UBS Group
Switzerland
$133K -$41.5K -2,084 -24%
GWM
36
Geneos Wealth Management
Colorado
$93.7K -$14.6K -735 -14%
GBT
37
Grove Bank & Trust
Florida
$78.6K
HI
38
Harbour Investments
Wisconsin
$53.9K
NA
39
NewEdge Advisors
Louisiana
$23.9K
PA
40
PSI Advisors
Florida
$21.1K
CA
41
CoreCap Advisors
Michigan
$18.6K +$18.6K +931 New
EWA
42
EverSource Wealth Advisors
Alabama
$15.1K
CAM
43
Creekmur Asset Management
Illinois
$12.9K
TAM
44
Tucker Asset Management
Colorado
$9.07K +$9.07K +455 New
IA
45
IFP Advisors
Florida
$7.99K
FFA
46
Founders Financial Alliance
North Carolina
$7.97K
RIA
47
Realta Investment Advisors
Delaware
$5.98K +$5.98K +300 New
PS
48
Principal Securities
Iowa
$5.55K +$2.47K +124 +81%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$1.75K +$1.75K +88 New
WP
50
WealthShield Partners
North Carolina
$1.24K