iShares Morningstar Multi-Asset Income ETF
IYLD
53 hedge funds and large institutions have $53.5M invested in iShares Morningstar Multi-Asset Income ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 24 reducing their positions, and 10 closing their positions.
3.36% less ownership
Funds ownership: 25.6% → 22.24% (-3.4%)
12% less funds holding
Funds holding: 60 → 53 (-7)
16% less capital invested
Capital invested by funds: $63.6M → $53.5M (-$10.1M)
42% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 24
70% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$490K |
| 2 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$458K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$366K |
| 4 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
+$144K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$120K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$3.03M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.64M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.36M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$975K |
| 5 |
Jane Street
New York
|
-$874K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4K | – | – | – |
|
|
GEA
52
Glen Eagle Advisors
Kingston,
New Jersey
| $148 | – | – | – |
|
|
53
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$975K | -41,588 | Closed |
|
|
SAM
54
Stringer Asset Management
Memphis,
Tennessee
| – | -$825K | -35,232 | Closed |
|
|
FTUS
55
Flow Traders U.S.
New York
| – | -$314K | -13,122 | Closed |
|
|
PA
56
PFG Advisors
Phoenix,
Arizona
| – | -$247K | -10,531 | Closed |
|
|
SCM
57
Stonehearth Capital Management
Danvers,
Massachusetts
| – | -$246K | -10,493 | Closed |
|
|
AWM
58
AE Wealth Management
Topeka,
Kansas
| – | -$203K | -8,660 | Closed |
|
|
SFS
59
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$74K | -3,084 | Closed |
|
60
Citigroup
New York
| – | -$29K | -1,234 | Closed |
|
|
WAP
61
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$26K | -1,128 | Closed |
|
|
AIC
62
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$4.69K | -200 | Closed |
|
IYLD Hedge Fund Activity: Q2 2021 in Review
53 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q2 2021, worth a combined $53.5M — down 16% from $63.6M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of IYLD and 3 opened new positions — a net loss of 7 holders — while 24 trimmed existing stakes and 14 added.
The largest buyer was LPL Financial, adding an estimated $490K. The largest seller was Janney Montgomery Scott, cutting an estimated $3.03M.
- 53 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q2 2021, down from 60 in Q1 2021.
- Funds reported $53.5M of iShares Morningstar Multi-Asset Income ETF stock for Q2 2021, down 16% quarter-over-quarter.
- 3 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q2 2021 and 10 closed out, a net change of -7 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q2 2021 was LPL Financial, an estimated $490K added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q2 2021 was Janney Montgomery Scott, an estimated $3.03M sold.
Based on aggregated 13F filings for Q2 2021.