iShares Morningstar Multi-Asset Income ETF
IYLD
51 hedge funds and large institutions have $84.7M invested in iShares Morningstar Multi-Asset Income ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 10 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
3.07% less ownership
Funds ownership: 32.54% → 29.47% (-3.1%)
6% less funds holding
Funds holding: 54 → 51 (-3)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
24% less capital invested
Capital invested by funds: $112M → $84.7M (-$26.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
+$2.17M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.94M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.32M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$883K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$861K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$23.6M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$3.47M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.85M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$848K |
| 5 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$485K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWM
51
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$23.6M | -606,866 | Closed |
|
|
52
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$848K | -34,272 | Closed |
|
|
TSS
53
Two Sigma Securities
New York
| – | -$225K | -9,100 | Closed |
|
54
MML Investors Services
Springfield,
Massachusetts
| – | -$221K | -8,950 | Closed |
|
|
RCAG
55
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$64.1K | -2,589 | Closed |
|
|
SWP
56
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$57K | -2,303 | Closed |
|
57
Citigroup
New York
| – | -$56K | -2,270 | Closed |
|
58
JP Morgan Chase
New York
| – | -$7K | -275 | Closed |
|
|
SFM
59
Signet Financial Management
Parsippany,
New Jersey
| – | -$4K | -156 | Closed |
|
60
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$4K | -150 | Closed |
|
IYLD Hedge Fund Activity: Q4 2018 in Review
51 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q4 2018, worth a combined $84.7M — down 24% from $112M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of IYLD and 8 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 20 added.
The largest buyer was Hancock Whitney, adding an estimated $2.17M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $23.6M sold.
- 51 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q4 2018, down from 54 in Q3 2018.
- Funds reported $84.7M of iShares Morningstar Multi-Asset Income ETF stock for Q4 2018, down 24% quarter-over-quarter.
- 8 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q4 2018 and 10 closed out, a net change of -2 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q4 2018 was Hancock Whitney, an estimated $2.17M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $23.6M sold.
Based on aggregated 13F filings for Q4 2018.