iShares Morningstar Multi-Asset Income ETF
IYLD
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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
1% less capital invested
Capital invested by funds: $24.7M → $24.4M (-$226K)
Holders
51
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$2.57M | |
| 2 | +$1.07M | |
| 3 | +$422K | |
| 4 |
IWA
Icon Wealth Advisors
Houston,
Texas
|
+$375K |
| 5 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$344K |
Top Sellers
| 1 | -$902K | |
| 2 | -$752K | |
| 3 | -$328K | |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$302K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$252K |