iShares Morningstar Multi-Asset Income ETF
IYLD
58 hedge funds and large institutions have $87.6M invested in iShares Morningstar Multi-Asset Income ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 24 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
9% more capital invested
Capital invested by funds: $80.2M → $87.6M (+$7.34M)
5% more funds holding
Funds holding: 55 → 58 (+3)
2.18% more ownership
Funds ownership: 24.02% → 26.2% (+2.2%)
42% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$9.15M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$5.13M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$888K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$670K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$444K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$6.03M |
| 2 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$1.31M |
| 3 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$1.11M |
| 4 |
Comerica Bank
Dallas,
Texas
|
-$846K |
| 5 |
Jane Street
New York
|
-$521K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
51
Creative Financial Designs
Kokomo,
Indiana
| $8K | -$8.25K | -334 | -50% |
|
52
JP Morgan Chase
New York
| $7K | -$18.9K | -765 | -74% |
|
|
PFGIA
53
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $5K | -$22.4K | -907 | -82% |
|
|
CF
54
Centaurus Financial
Anaheim,
California
| $5K | +$5.14K | +208 | New |
|
55
Bank of Montreal
Toronto,
Ontario, Canada
| $4K | – | – | – |
|
|
WAP
56
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $4K | – | – | – |
|
|
KFA
57
Kabarec Financial Advisors
Palatine,
Illinois
| $2K | +$2.15K | +87 | New |
|
|
HH
58
Hilltop Holdings
Dallas,
Texas
| – | -$6.03M | -241,363 | Closed |
|
|
KA
59
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$1.31M | -52,440 | Closed |
|
|
60
Comerica Bank
Dallas,
Texas
| – | -$846K | -34,000 | Closed |
|
|
SWP
61
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$58K | -2,303 | Closed |
|
|
RFC
62
Regions Financial Corp
Birmingham,
Alabama
| – | -$16K | -658 | Closed |
|
IYLD Hedge Fund Activity: Q2 2018 in Review
58 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q2 2018, worth a combined $87.6M — up 9.1% from $80.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IYLD positions and 5 closed out — a net gain of 4 holders — while 14 added to existing stakes and 24 trimmed.
The largest buyer was IFP Advisors, adding an estimated $9.15M. The largest seller was Hilltop Holdings, exiting entirely with an estimated $6.03M sold.
- 58 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q2 2018, up from 55 in Q1 2018.
- Funds reported $87.6M of iShares Morningstar Multi-Asset Income ETF stock for Q2 2018, up 9.1% quarter-over-quarter.
- 9 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q2 2018 and 5 closed out, a net change of +4 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q2 2018 was IFP Advisors, an estimated $9.15M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q2 2018 was Hilltop Holdings, an estimated $6.03M sold.
Based on aggregated 13F filings for Q2 2018.