iShares Morningstar Multi-Asset Income ETF
IYLD
49 hedge funds and large institutions have $80.5M invested in iShares Morningstar Multi-Asset Income ETF in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 6 closing their positions.
156% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 9
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
7% more funds holding
Funds holding: 46 → 49 (+3)
1% more capital invested
Capital invested by funds: $79.9M → $80.5M (+$555K)
0.12% more ownership
Funds ownership: 23.39% → 23.51% (+0.12%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$1.1M |
| 2 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
+$636K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$484K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$380K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$359K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.69M |
| 2 |
Jane Street
New York
|
-$1.11M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.04M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.01M |
| 5 |
Morgan Stanley
New York
|
-$974K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VF
51
Virtu Financial
New York
| – | -$285K | -11,026 | Closed |
|
52
Fidelity Investments
Boston,
Massachusetts
| – | -$221K | -8,548 | Closed |
|
|
NFG
53
Next Financial Group
Houston,
Texas
| – | -$39K | -1,500 | Closed |
|
|
WTB
54
Washington Trust Bank
Spokane,
Washington
| – | -$18K | -700 | Closed |
|
IYLD Hedge Fund Activity: Q4 2017 in Review
49 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q4 2017, worth a combined $80.5M — up 0.69% from $79.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IYLD positions and 6 closed out — a net gain of 3 holders — while 23 added to existing stakes and 9 trimmed.
The largest buyer was Kovack Advisors, adding an estimated $1.1M. The largest seller was UBS Group, cutting an estimated $1.69M.
- 49 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q4 2017, up from 46 in Q3 2017.
- Funds reported $80.5M of iShares Morningstar Multi-Asset Income ETF stock for Q4 2017, up 0.69% quarter-over-quarter.
- 9 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q4 2017 and 6 closed out, a net change of +3 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q4 2017 was Kovack Advisors, an estimated $1.1M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q4 2017 was UBS Group, an estimated $1.69M sold.
Based on aggregated 13F filings for Q4 2017.