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iShares Morningstar Multi-Asset Income ETF
IYLD

53 hedge funds and large institutions have $34.5M invested in iShares Morningstar Multi-Asset Income ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 7

9% more capital invested

Capital invested by funds: $31.6M → $34.5M (+$2.9M)

2.43% more ownership

Funds ownership: 25.81% → 28.24% (+2.4%)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

2% less funds holding

Funds holding: 54 → 53 (-1)

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
19
Reduced
7
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.88M
2
WA
Win Advisors
Florida
+$908K
3
Citadel Advisors
Citadel Advisors
Florida
+$689K
4
Wells Fargo
Wells Fargo
California
+$535K
5
TWP
Tempus Wealth Planning
California
+$427K

Top Sellers

Rank Fund Capital Flow
1
ECA
Elevation Capital Advisory
Oregon
-$4.73M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$354K
3
DADC
D.A. Davidson & Co
Montana
-$241K
4
FTS
Fifth Third Securities
Ohio
-$208K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$204K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$258K +$255K +11,946 New
Stifel Financial
27
Stifel Financial
Missouri
$258K +$40.6K +1,903 +19%
SAM
28
Smithbridge Asset Management
Pennsylvania
$257K +$256K +12,000 New
WFAG
29
Worth Financial Advisory Group
North Carolina
$250K +$249K +11,654 New
HW
30
Hancock Whitney
Mississippi
$248K – – –
UBS Group
31
UBS Group
Switzerland
$204K +$15.3K +717 +8%
LA
32
LVW Advisors
New York
$202K – – –
Jones Financial Companies
33
Jones Financial Companies
Missouri
$144K -$5.01K -235 -3%
GRP
34
Global Retirement Partners
California
$133K +$133K +6,232 New
SPIA
35
Steward Partners Investment Advisory
New York
$130K +$1.39K +65 +1%
IA
36
IFP Advisors
Florida
$88K – – –
FFA
37
Farther Finance Advisors
California
$86K -$341 -16 -0.4%
GBT
38
Grove Bank & Trust
Florida
$84.4K – – –
US Bancorp
39
US Bancorp
Minnesota
$67.5K +$67.2K +3,150 New
NEWAS
40
N.E.W. Advisory Services
Wisconsin
$62.5K – – –
TCM
41
Triumph Capital Management
Colorado
$47.6K +$47.4K +2,223 New
GWM
42
Geneos Wealth Management
Colorado
$43.8K -$14.7K -689 -25%
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$28.5K – – –
CI
44
CX Institutional
Indiana
$20K -$149 -7 -0.7%
Comerica Bank
45
Comerica Bank
Texas
$11.1K – – –
EWA
46
EverSource Wealth Advisors
Alabama
$8.7K – – –
HI
47
Harbour Investments
Wisconsin
$8.03K – – –
FFA
48
Founders Financial Alliance
North Carolina
$5.36K – – –
SS
49
Sunbelt Securities
Texas
$4.39K – – –
CIA
50
Cape Investment Advisory
Georgia
$4.03K – – –
1
2
3

IYLD Hedge Fund Activity: Q4 2025 in Review

53 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q4 2025, worth a combined $34.5M — up 9.2% from $31.6M a quarter earlier.

Fund positioning in IYLD was balanced in Q4 2025: 12 funds opened new positions, 12 closed out, 19 added to existing stakes and 7 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.88M. The largest seller was Elevation Capital Advisory, exiting entirely with an estimated $4.73M sold.

  • 53 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q4 2025, down from 54 in Q3 2025.
  • Funds reported $34.5M of iShares Morningstar Multi-Asset Income ETF stock for Q4 2025, up 9.2% quarter-over-quarter.
  • 12 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q4 2025 and 12 closed out, a net change of 0 holders.
  • The largest iShares Morningstar Multi-Asset Income ETF buyer in Q4 2025 was Royal Bank of Canada, an estimated $2.88M added.
  • The largest iShares Morningstar Multi-Asset Income ETF seller in Q4 2025 was Elevation Capital Advisory, an estimated $4.73M sold.

Based on aggregated 13F filings for Q4 2025.