We are live on ! Find out more
IYLD icon

iShares Morningstar Multi-Asset Income ETF
IYLD

48 hedge funds and large institutions have $28.7M invested in iShares Morningstar Multi-Asset Income ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.62% less ownership

Funds ownership: 25.79% → 25.17% (-0.62%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

5% less capital invested

Capital invested by funds: $30.3M → $28.7M (-$1.56M)

8% less funds holding

Funds holding: 52 → 48 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
48
Holders Change
-4
Holders Change %
-7.69%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.52M
2
KAS
Kestra Advisory Services
Texas
+$2.27M
3
WA
Win Advisors
Florida
+$815K
4
SOS
Silver Oak Securities
Tennessee
+$424K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$314K

Top Sellers

Rank Fund Capital Flow
1
ECA
Elevation Capital Advisory
Oregon
-$5.4M
2
Jane Street
Jane Street
New York
-$786K
3
MWP
MYCIO Wealth Partners
Pennsylvania
-$744K
4
AAS
Ameritas Advisory Services
Nebraska
-$682K
5
Raymond James Financial
Raymond James Financial
Florida
-$304K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$128K +$14.8K +730 +13%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$124K +$2.95K +146 +2%
SPIA
28
Steward Partners Investment Advisory
New York
$123K -$971 -48 -0.8%
GWM
29
Geneos Wealth Management
Colorado
$98.2K -$95.4K -4,719 -50%
FFA
30
Farther Finance Advisors
California
$84.4K +$748 +37 +0.9%
GBT
31
Grove Bank & Trust
Florida
$81.8K – – –
NEWAS
32
N.E.W. Advisory Services
Wisconsin
$60.5K – – –
NA
33
NewEdge Advisors
Louisiana
$58.2K -$13.8K -681 -20%
PS
34
Principal Securities
Iowa
$28.6K +$324 +16 +1%
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$27.7K – – –
CI
36
CX Institutional
Indiana
$20K -$1.07K -53 -5%
CA
37
CoreCap Advisors
Michigan
$17K – – –
EWA
38
EverSource Wealth Advisors
Alabama
$16K – – –
CAM
39
Creekmur Asset Management
Illinois
$11.5K – – –
IA
40
IFP Advisors
Florida
$8.32K – – –
FFA
41
Founders Financial Alliance
North Carolina
$8.3K – – –
HI
42
Harbour Investments
Wisconsin
$7.78K – – –
AAS
43
Ameritas Advisory Services
Nebraska
$4.15K -$682K -33,708 -99%
AWM
44
AE Wealth Management
Kansas
$4.15K – – –
SS
45
Sunbelt Securities
Texas
$3.99K – – –
CIA
46
Cape Investment Advisory
Georgia
$3.9K – – –
ETC
47
Exchange Traded Concepts
Oklahoma
$2.55K +$2.49K +123 New
OSAM
48
O'Shaughnessy Asset Management
Connecticut
$1.66K +$1.62K +80 New
ECA
49
Elevation Capital Advisory
Oregon
– -$5.4M -268,791 Closed
Jane Street
50
Jane Street
New York
– -$786K -39,126 Closed
1
2
3

IYLD Hedge Fund Activity: Q2 2025 in Review

48 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q2 2025, worth a combined $28.7M — down 5.1% from $30.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of IYLD and 5 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 14 added.

The largest buyer was Morgan Stanley, adding an estimated $2.52M. The largest seller was Elevation Capital Advisory, exiting entirely with an estimated $5.4M sold.

  • 48 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q2 2025, down from 52 in Q1 2025.
  • Funds reported $28.7M of iShares Morningstar Multi-Asset Income ETF stock for Q2 2025, down 5.1% quarter-over-quarter.
  • 5 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q2 2025 and 9 closed out, a net change of -4 holders.
  • The largest iShares Morningstar Multi-Asset Income ETF buyer in Q2 2025 was Morgan Stanley, an estimated $2.52M added.
  • The largest iShares Morningstar Multi-Asset Income ETF seller in Q2 2025 was Elevation Capital Advisory, an estimated $5.4M sold.

Based on aggregated 13F filings for Q2 2025.