iShares Morningstar Multi-Asset Income ETF
IYLD
47 hedge funds and large institutions have $58.5M invested in iShares Morningstar Multi-Asset Income ETF in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
21.46% more ownership
Funds ownership: 0% → 21.46% (+21%)
14% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 14
8% more capital invested
Capital invested by funds: $54.3M → $58.5M (+$4.19M)
7% more funds holding
Funds holding: 44 → 47 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
+$1.94M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.42M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$966K |
| 4 |
LPL Financial
San Diego,
California
|
+$788K |
| 5 |
Jane Street
New York
|
+$682K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$1.24M |
| 2 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
-$1.08M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$237K |
| 4 |
SCM
Stonehearth Capital Management
Danvers,
Massachusetts
|
-$236K |
| 5 |
Comerica Bank
Dallas,
Texas
|
-$164K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$70K | -2,767 | Closed |
|
|
DADC
52
D.A. Davidson & Co
Great Falls,
Montana
| – | -$5K | -200 | Closed |
|
IYLD Hedge Fund Activity: Q4 2016 in Review
47 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q4 2016, worth a combined $58.5M — up 7.7% from $54.3M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IYLD positions and 6 closed out — a net gain of 5 holders — while 16 added to existing stakes and 14 trimmed.
The largest buyer was Hancock Whitney, adding an estimated $1.94M. The largest seller was Scotia Capital, exiting entirely with an estimated $1.24M sold.
- 47 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q4 2016, up from 44 in Q3 2016.
- Funds reported $58.5M of iShares Morningstar Multi-Asset Income ETF stock for Q4 2016, up 7.7% quarter-over-quarter.
- 11 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q4 2016 and 6 closed out, a net change of +5 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q4 2016 was Hancock Whitney, an estimated $1.94M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q4 2016 was Scotia Capital, an estimated $1.24M sold.
Based on aggregated 13F filings for Q4 2016.