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iShares Morningstar Multi-Asset Income ETF
IYLD

Overview Fund Activity

52 hedge funds and large institutions have $36.8M invested in iShares Morningstar Multi-Asset Income ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-3
Holders Change %
-5.45%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAIM
1
Financial Advocates Investment Management
Washington
$4.94M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.85M
3
KAS
3
Kestra Advisory Services
Texas
$4.62M
4
Citadel Advisors
4
Citadel Advisors
Florida
$483K
5
LPL Financial
5
LPL Financial
California
$1.63M

Top Sellers

1
WA
1
Win Advisors
Florida
$0
2
MFA
2
Mayflower Financial Advisors
Massachusetts
$0
3
IWM
3
IHT Wealth Management
Illinois
$266K
4
LA
4
LVW Advisors
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$319K
Name Holding Trade Value Shares
Change 		Shares
Change %
WFAG
26
Worth Financial Advisory Group
North Carolina
$289K -$25.2K -1,296 -8%
IWM
27
IHT Wealth Management
Illinois
$266K -$216K -11,091 -45%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$250K -$18.7K -962 -7%
HW
29
Hancock Whitney
Mississippi
$240K -$11.5K -591 -5%
Stifel Financial
30
Stifel Financial
Missouri
$214K +$195 +10 +0.1%
SEIA
31
Signature Estate & Investment Advisors
California
$209K -$62.7K -3,216 -23%
NAM
32
NorthCrest Asset Manangement
Minnesota
$195K – – –
AQR Capital Management
33
AQR Capital Management
Connecticut
$195K – – –
WSFS
34
Wilmington Savings Fund Society
Delaware
$129K – – –
UBS Group
35
UBS Group
Switzerland
$112K -$13.7K -705 -11%
GWM
36
Geneos Wealth Management
Colorado
$92K +$195 +10 +0.2%
GBT
37
Grove Bank & Trust
Florida
$76.8K – – –
FFA
38
Farther Finance Advisors
California
$74.9K -$87.4K -4,485 -54%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$68K +$59.4K +3,049 +688%
NA
40
NewEdge Advisors
Louisiana
$38.1K – – –
PS
41
Principal Securities
Iowa
$26.5K +$682 +35 +3%
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$26K – – –
PA
43
PSI Advisors
Florida
$18.6K -$2.07K -106 -10%
CA
44
CoreCap Advisors
Michigan
$18.1K – – –
HI
45
Harbour Investments
Wisconsin
$16.8K -$27.2K -1,396 -62%
EWA
46
EverSource Wealth Advisors
Alabama
$15K – – –
CAM
47
Creekmur Asset Management
Illinois
$10.8K – – –
IA
48
IFP Advisors
Florida
$7.81K – – –
FFA
49
Founders Financial Alliance
North Carolina
$7.79K – – –
SS
50
Sunbelt Securities
Texas
$4K +$4K +205 New
1
2
3