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iShares Morningstar Multi-Asset Income ETF
IYLD

54 hedge funds and large institutions have $31.6M invested in iShares Morningstar Multi-Asset Income ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

13% more funds holding

Funds holding: 48 → 54 (+6)

10% more capital invested

Capital invested by funds: $28.7M → $31.6M (+$2.85M)

0.64% more ownership

Funds ownership: 25.17% → 25.81% (+0.64%)

38% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 21

Holders
54
Holders Change
+6
Holders Change %
+12.5%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
13
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ECA
Elevation Capital Advisory
Oregon
+$4.63M
2
Bank of America
Bank of America
North Carolina
+$553K
3
Jane Street
Jane Street
New York
+$531K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$347K
5
Citadel Advisors
Citadel Advisors
Florida
+$311K

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$2.64M
2
WA
Win Advisors
Florida
-$836K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$457K
4
SOS
Silver Oak Securities
Tennessee
-$435K
5
KA
Kovack Advisors
Florida
-$207K
Name Holding Trade Value Shares
Change 		Change in
Stake
FTS
26
Fifth Third Securities
Ohio
$208K -$8.61K -413 -4%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$204K +$200K +9,566 New
LA
28
LVW Advisors
New York
$201K +$197K +9,428 New
UBS Group
29
UBS Group
Switzerland
$188K +$55.2K +2,649 +43%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$148K +$19.9K +954 +16%
SPIA
31
Steward Partners Investment Advisory
New York
$127K +$1.58K +76 +1%
IA
32
IFP Advisors
Florida
$87.4K +$77.3K +3,705 +924%
FFA
33
Farther Finance Advisors
California
$85.8K -$730 -35 -0.9%
GBT
34
Grove Bank & Trust
Florida
$83.9K – – –
NEWAS
35
N.E.W. Advisory Services
Wisconsin
$62.1K – – –
GWM
36
Geneos Wealth Management
Colorado
$58.2K -$41.6K -1,993 -42%
NA
37
NewEdge Advisors
Louisiana
$50.1K -$9.38K -450 -16%
PS
38
Principal Securities
Iowa
$36.1K +$6.7K +321 +23%
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$28.4K – – –
CI
40
CX Institutional
Indiana
$20K -$459 -22 -2%
CA
41
CoreCap Advisors
Michigan
$17.5K – – –
ASN
42
Advisory Services Network
Georgia
$16K +$15.6K +750 New
CAM
43
Creekmur Asset Management
Illinois
$11.8K – – –
Comerica Bank
44
Comerica Bank
Texas
$11K +$10.8K +518 New
EWA
45
EverSource Wealth Advisors
Alabama
$8.64K -$7.57K -363 -47%
HI
46
Harbour Investments
Wisconsin
$7.98K – – –
AIM
47
Anchor Investment Management
South Carolina
$7.91K +$7.74K +371 New
FFA
48
Founders Financial Alliance
North Carolina
$5.32K -$3.13K -150 -38%
SS
49
Sunbelt Securities
Texas
$4.36K – – –
AAS
50
Ameritas Advisory Services
Nebraska
$4.26K – – –
1
2
3

IYLD Hedge Fund Activity: Q3 2025 in Review

54 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q3 2025, worth a combined $31.6M — up 9.9% from $28.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IYLD positions and 4 closed out — a net gain of 6 holders — while 13 added to existing stakes and 21 trimmed.

The largest buyer was Elevation Capital Advisory, opening a new position worth an estimated $4.63M. The largest seller was Kestra Advisory Services, cutting an estimated $2.64M.

  • 54 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q3 2025, up from 48 in Q2 2025.
  • Funds reported $31.6M of iShares Morningstar Multi-Asset Income ETF stock for Q3 2025, up 9.9% quarter-over-quarter.
  • 10 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q3 2025 and 4 closed out, a net change of +6 holders.
  • The largest iShares Morningstar Multi-Asset Income ETF buyer in Q3 2025 was Elevation Capital Advisory, an estimated $4.63M added.
  • The largest iShares Morningstar Multi-Asset Income ETF seller in Q3 2025 was Kestra Advisory Services, an estimated $2.64M sold.

Based on aggregated 13F filings for Q3 2025.