iShares Morningstar Multi-Asset Income ETF
IYLD
55 hedge funds and large institutions have $25.2M invested in iShares Morningstar Multi-Asset Income ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
13% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 16
8% more funds holding
Funds holding: 51 → 55 (+4)
3% more capital invested
Capital invested by funds: $24.4M → $25.2M (+$777K)
0.65% less ownership
Funds ownership: 21.69% → 21.05% (-0.65%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.15M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$1.1M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$372K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$311K |
| 5 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$301K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.92M |
| 2 |
Jane Street
New York
|
-$571K |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$557K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$422K |
| 5 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$411K |
IYLD Hedge Fund Activity: Q3 2024 in Review
55 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q3 2024, worth a combined $25.2M — up 3.2% from $24.4M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IYLD positions and 7 closed out — a net gain of 4 holders — while 18 added to existing stakes and 16 trimmed.
The largest buyer was Bank of America, adding an estimated $1.15M. The largest seller was Kestra Advisory Services, cutting an estimated $2.92M.
- 55 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q3 2024, up from 51 in Q2 2024.
- Funds reported $25.2M of iShares Morningstar Multi-Asset Income ETF stock for Q3 2024, up 3.2% quarter-over-quarter.
- 11 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q3 2024 and 7 closed out, a net change of +4 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q3 2024 was Bank of America, an estimated $1.15M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q3 2024 was Kestra Advisory Services, an estimated $2.92M sold.
Based on aggregated 13F filings for Q3 2024.