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iShares Morningstar Multi-Asset Income ETF
IYLD

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.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 53 → 50 (-3)

8.84% less ownership

Funds ownership: 27.57% → 18.73% (-8.8%)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

37% less capital invested

Capital invested by funds: $39M → $24.7M (-$14.4M)

72% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 25

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
–

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$1.02M
2
Jane Street
Jane Street
New York
+$390K
3
FTS
Fifth Third Securities
Ohio
+$287K
4
RJA
Raymond James & Associates
Florida
+$213K
5
Stifel Financial
Stifel Financial
Missouri
+$198K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$3.42M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.87M
3
Morgan Stanley
Morgan Stanley
New York
-$2.52M
4
WA
Win Advisors
Florida
-$1.45M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$888K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$268K +$24K +1,215 +10%
SPIA
27
Steward Partners Investment Advisory
New York
$252K -$736K -37,267 -75%
AWS
28
Atria Wealth Solutions
New York
$252K -$423K -21,425 -63%
GRP
29
Global Retirement Partners
California
$244K – – –
HighTower Advisors
30
HighTower Advisors
Illinois
$244K -$51K -2,582 -17%
RJA
31
Raymond James & Associates
Florida
$215K +$213K +10,771 New
LA
32
LVW Advisors
New York
$208K -$634K -32,105 -75%
Stifel Financial
33
Stifel Financial
Missouri
$200K +$198K +10,032 New
FFA
34
Farther Finance Advisors
California
$180K -$244K -12,372 -58%
UBS Group
35
UBS Group
Switzerland
$133K -$41.2K -2,084 -24%
GWM
36
Geneos Wealth Management
Colorado
$93.7K -$14.5K -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 +$18.4K +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 +$8.99K +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 +$5.93K +300 New
PS
48
Principal Securities
Iowa
$5.54K +$2.45K +124 +81%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$1.75K +$1.74K +88 New
WP
50
WealthShield Partners
North Carolina
$1.24K – – –
1
2
3

IYLD Hedge Fund Activity: Q1 2024 in Review

50 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q1 2024, worth a combined $24.7M — down 37% from $39M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of IYLD and 7 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 7 added.

The largest buyer was Kestra Advisory Services, adding an estimated $1.02M. The largest seller was Bank of America, cutting an estimated $3.42M.

  • 50 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q1 2024, down from 53 in Q4 2023.
  • Funds reported $24.7M of iShares Morningstar Multi-Asset Income ETF stock for Q1 2024, down 37% quarter-over-quarter.
  • 7 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q1 2024 and 10 closed out, a net change of -3 holders.
  • The largest iShares Morningstar Multi-Asset Income ETF buyer in Q1 2024 was Kestra Advisory Services, an estimated $1.02M added.
  • The largest iShares Morningstar Multi-Asset Income ETF seller in Q1 2024 was Bank of America, an estimated $3.42M sold.

Based on aggregated 13F filings for Q1 2024.