iShares Morningstar Multi-Asset Income ETF
IYLD
63 hedge funds and large institutions have $62.5M invested in iShares Morningstar Multi-Asset Income ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 7 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 21
1.29% more ownership
Funds ownership: 22.61% → 23.9% (+1.3%)
2% less capital invested
Capital invested by funds: $63.5M → $62.5M (-$1M)
3% less funds holding
Funds holding: 65 → 63 (-2)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$807K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$628K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$421K |
| 4 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$308K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$231K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.16M |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$1.06M |
| 3 |
LPL Financial
San Diego,
California
|
-$896K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$353K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$326K |
IYLD Hedge Fund Activity: Q3 2020 in Review
63 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q3 2020, worth a combined $62.5M — down 1.6% from $63.5M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of IYLD and 5 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 26 added.
The largest buyer was Jane Street, adding an estimated $807K. The largest seller was Morgan Stanley, cutting an estimated $1.16M.
- 63 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q3 2020, down from 65 in Q2 2020.
- Funds reported $62.5M of iShares Morningstar Multi-Asset Income ETF stock for Q3 2020, down 1.6% quarter-over-quarter.
- 5 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q3 2020 and 7 closed out, a net change of -2 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q3 2020 was Jane Street, an estimated $807K added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q3 2020 was Morgan Stanley, an estimated $1.16M sold.
Based on aggregated 13F filings for Q3 2020.