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iShares Morningstar Multi-Asset Income ETF
IYLD

Overview Fund Trends Analyst Outlook Journalist POV

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.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership: →

less funds holding

Funds holding: →

less first-time investments, than exits

New positions opened: | Existing positions closed:

24% less capital invested

Capital invested by funds: $112M → $84.7M (-$26.9M)

Holders
51
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$2.11M
2
+$1.89M
3
+$1.28M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$861K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$840K

Top Sellers

1
-$23.6M
2
-$3.38M
3
-$1.8M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$848K
5
AIP
Ahrens Investment Partners
Louisiana
-$472K
Name Holding Trade Value Shares
Change 		Change in
Stake
51
–
52
–
53
–
54
–
55
–
56
–
57
–
58
–
59
–
60
–
1 2
3