iShares Morningstar Multi-Asset Income ETF
IYLD
63 hedge funds and large institutions have $84.6M invested in iShares Morningstar Multi-Asset Income ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 10 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
250% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 10
9% more funds holding
Funds holding: 58 → 63 (+5)
6% more capital invested
Capital invested by funds: $79.9M → $84.6M (+$4.7M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.22% less ownership
Funds ownership: 26.18% → 24.96% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.46M |
| 2 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
|
+$2.09M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.08M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$986K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$670K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$4.64M |
| 2 |
Jane Street
New York
|
-$3.17M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$122K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$45K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$45K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWM
51
BerganKDV Wealth Management
Bloomington,
Minnesota
| $32K | – | – | – |
|
52
Citigroup
New York
| $29K | +$28.9K | +1,173 | New |
|
|
SIM
53
Sonora Investment Management
Tucson,
Arizona
| $21K | +$20.4K | +828 | New |
|
|
RIA
54
Realta Investment Advisors
Wilmington,
Delaware
| $14K | +$9.2K | +373 | +187% |
|
|
RIA
55
RPG Investment Advisory
Pleasanton,
California
| $13K | +$123 | +5 | +1% |
|
|
ASN
56
Advisory Services Network
Atlanta,
Georgia
| $12K | – | – | – |
|
|
LFG
57
LifePlan Financial Group
Dayton,
Ohio
| $9K | -$5.7K | -231 | -39% |
|
|
PFGIA
58
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $9K | -$5.28K | -214 | -36% |
|
59
Fidelity Investments
Boston,
Massachusetts
| $9K | – | – | – |
|
|
APA
60
American Portfolios Advisors
Holbrook,
New York
| $6.28K | +$6.17K | +250 | New |
|
61
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4K | – | – | – |
|
62
US Bancorp
Minneapolis,
Minnesota
| $3K | – | – | – |
|
|
63
Jane Street
New York
| – | -$3.17M | -128,429 | Closed |
|
|
CA
64
Cetera Advisors
Denver,
Colorado
| – | -$45K | -1,800 | Closed |
|
IYLD Hedge Fund Activity: Q2 2019 in Review
63 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q2 2019, worth a combined $84.6M — up 5.9% from $79.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IYLD positions and 2 closed out — a net gain of 7 holders — while 35 added to existing stakes and 10 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $2.46M. The largest seller was Aveo Capital Partners, cutting an estimated $4.64M.
- 63 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q2 2019, up from 58 in Q1 2019.
- Funds reported $84.6M of iShares Morningstar Multi-Asset Income ETF stock for Q2 2019, up 5.9% quarter-over-quarter.
- 9 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q2 2019 and 2 closed out, a net change of +7 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q2 2019 was Envestnet Asset Management, an estimated $2.46M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q2 2019 was Aveo Capital Partners, an estimated $4.64M sold.
Based on aggregated 13F filings for Q2 2019.