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iShares Morningstar Multi-Asset Income ETF
IYLD

51 hedge funds and large institutions have $24.4M invested in iShares Morningstar Multi-Asset Income ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2.96% more ownership

Funds ownership: 18.73% → 21.69% (+3%)

2% more funds holding

Funds holding: 50 → 51 (+1)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

1% less capital invested

Capital invested by funds: $24.7M → $24.4M (-$226K)

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$2.57M
2
PWM
Perigon Wealth Management
California
+$1.07M
3
Citadel Advisors
Citadel Advisors
Florida
+$421K
4
IWA
Icon Wealth Advisors
Texas
+$370K
5
KA
Kovack Advisors
Florida
+$344K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$751K
2
CBFP
Cedar Brook Financial Partners
Ohio
-$328K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$302K
4
AWS
Atria Wealth Solutions
New York
-$252K
5
GRP
Global Retirement Partners
California
-$244K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$269K +$694 +35 +0.3%
IWM
27
IHT Wealth Management
Illinois
$267K – – –
HW
28
Hancock Whitney
Mississippi
$256K -$30K -1,513 -10%
SPIA
29
Steward Partners Investment Advisory
New York
$254K +$3.25K +164 +1%
RJA
30
Raymond James & Associates
Florida
$210K -$3.97K -200 -2%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$204K -$64K -3,226 -24%
Stifel Financial
32
Stifel Financial
Missouri
$199K – – –
FFA
33
Farther Finance Advisors
California
$165K -$15K -754 -8%
UBS Group
34
UBS Group
Switzerland
$132K -$99 -5 -0.1%
GWM
35
Geneos Wealth Management
Colorado
$93.3K +$59 +3 +0.1%
GBT
36
Grove Bank & Trust
Florida
$78.2K – – –
HI
37
Harbour Investments
Wisconsin
$44.8K -$8.84K -446 -17%
PS
38
Principal Securities
Iowa
$26K +$20.5K +1,034 +372%
NA
39
NewEdge Advisors
Louisiana
$25K +$1.21K +61 +5%
PA
40
PSI Advisors
Florida
$21K – – –
CA
41
CoreCap Advisors
Michigan
$18.5K – – –
EWA
42
EverSource Wealth Advisors
Alabama
$15.5K – – –
CAM
43
Creekmur Asset Management
Illinois
$12.2K -$654 -33 -5%
BP
44
BNP Paribas
France
$12K +$11.9K +600 New
RIA
45
Realta Investment Advisors
Delaware
$8.93K +$2.97K +150 +50%
IA
46
IFP Advisors
Florida
$7.96K – – –
FFA
47
Founders Financial Alliance
North Carolina
$7.94K – – –
BFO
48
Biltmore Family Office
North Carolina
$3.89K +$3.89K +196 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$1.75K – – –
WP
50
WealthShield Partners
North Carolina
$1.23K – – –
1
2
3

IYLD Hedge Fund Activity: Q2 2024 in Review

51 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q2 2024, worth a combined $24.4M — down 0.92% from $24.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IYLD positions and 6 closed out — a net gain of 1 holder — while 16 added to existing stakes and 16 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $2.57M. The largest seller was LPL Financial, cutting an estimated $751K.

  • 51 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q2 2024, up from 50 in Q1 2024.
  • Funds reported $24.4M of iShares Morningstar Multi-Asset Income ETF stock for Q2 2024, down 0.92% quarter-over-quarter.
  • 7 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q2 2024 and 6 closed out, a net change of +1 holder.
  • The largest iShares Morningstar Multi-Asset Income ETF buyer in Q2 2024 was Kestra Advisory Services, an estimated $2.57M added.
  • The largest iShares Morningstar Multi-Asset Income ETF seller in Q2 2024 was LPL Financial, an estimated $751K sold.

Based on aggregated 13F filings for Q2 2024.