iShares Morningstar Multi-Asset Income ETF
IYLD
56 hedge funds and large institutions have $55.5M invested in iShares Morningstar Multi-Asset Income ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
60% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 15
6% more funds holding
Funds holding: 53 → 56 (+3)
1.16% more ownership
Funds ownership: 22.24% → 23.4% (+1.2%)
4% more capital invested
Capital invested by funds: $53.5M → $55.5M (+$2.01M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.71M |
| 2 |
CI
CX Institutional
Auburn,
Indiana
|
+$878K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$640K |
| 4 |
5L
55I LLC
Boston,
Massachusetts
|
+$394K |
| 5 |
Morgan Stanley
New York
|
+$385K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.1M |
| 2 |
BlackRock
New York
|
-$460K |
| 3 |
LPL Financial
San Diego,
California
|
-$316K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$259K |
| 5 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$243K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EIP
51
Ellis Investment Partners
Berwyn,
Pennsylvania
| $12K | +$121 | +5 | +1% |
|
|
CWA
52
Clearview Wealth Advisors
Salem,
Oregon
| $10K | – | – | – |
|
|
PFA
53
Professional Financial Advisors
North Platte,
Nebraska
| $5K | +$49 | +2 | +0.9% |
|
54
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $4K | +$4.17K | +172 | New |
|
|
GEA
55
Glen Eagle Advisors
Kingston,
New Jersey
| $172 | +$24 | +1 | +17% |
|
|
56
Envestnet Asset Management
Chicago,
Illinois
| – | -$259K | -10,728 | Closed |
|
|
ASN
57
Advisory Services Network
Atlanta,
Georgia
| – | -$26K | -1,084 | Closed |
|
IYLD Hedge Fund Activity: Q3 2021 in Review
56 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q3 2021, worth a combined $55.5M — up 3.8% from $53.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IYLD positions and 2 closed out — a net gain of 4 holders — while 24 added to existing stakes and 15 trimmed.
The largest buyer was Jane Street, adding an estimated $1.71M. The largest seller was Royal Bank of Canada, cutting an estimated $1.1M.
- 56 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q3 2021, up from 53 in Q2 2021.
- Funds reported $55.5M of iShares Morningstar Multi-Asset Income ETF stock for Q3 2021, up 3.8% quarter-over-quarter.
- 6 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q3 2021 and 2 closed out, a net change of +4 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q3 2021 was Jane Street, an estimated $1.71M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q3 2021 was Royal Bank of Canada, an estimated $1.1M sold.
Based on aggregated 13F filings for Q3 2021.