We are live on ! Find out more
IYLD icon

iShares Morningstar Multi-Asset Income ETF
IYLD

62 hedge funds and large institutions have $55.6M invested in iShares Morningstar Multi-Asset Income ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

11% more funds holding

Funds holding: 56 → 62 (+6)

1.49% more ownership

Funds ownership: 23.4% → 24.89% (+1.5%)

0% more capital invested

Capital invested by funds: $55.5M → $55.6M (+$127K)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

Holders
62
Holders Change
+6
Holders Change %
+10.71%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
20
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.64M
2
CI
CX Institutional
Indiana
+$1.07M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$847K
4
HW
Hancock Whitney
Mississippi
+$525K
5
LPL Financial
LPL Financial
California
+$483K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.33M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$894K
3
OMC
Old Mission Capital
Illinois
-$836K
4
Jane Street
Jane Street
New York
-$631K
5
JFA
JNBA Financial Advisors
Minnesota
-$474K
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$29K +$29K +1,210 New
CWS
52
Confluence Wealth Services
Pennsylvania
$29K +$29K +1,212 New
PA
53
PSI Advisors
Florida
$28K – – –
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$25K – – –
HI
55
Harbour Investments
Wisconsin
$17K -$53.8K -2,246 -76%
APA
56
American Portfolios Advisors
New York
$15.6K – – –
MAM
57
Mystic Asset Management
Rhode Island
$13K +$13.2K +550 New
PFA
58
Professional Financial Advisors
Nebraska
$5K +$72 +3 +1%
EIP
59
Ellis Investment Partners
Pennsylvania
$3K -$8.43K -352 -70%
FHC
60
First Heartland Consultants
Missouri
$1.49K -$5.63K -235 -0.4%
GEA
61
Glen Eagle Advisors
New Jersey
$175 – – –
OMC
62
Old Mission Capital
Illinois
– -$836K -34,915 Closed
5L
63
55I LLC
Massachusetts
– -$389K -16,239 Closed
AWA
64
Arkadios Wealth Advisors
Georgia
– -$21K -885 Closed
CWA
65
Clearview Wealth Advisors
Oregon
– -$10K -400 Closed
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
– -$4K -172 Closed
Fidelity Investments
67
Fidelity Investments
Massachusetts
– +$72 +3 New
1 2
3

IYLD Hedge Fund Activity: Q4 2021 in Review

62 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q4 2021, worth a combined $55.6M — up 0.23% from $55.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IYLD positions and 6 closed out — a net gain of 6 holders — while 20 added to existing stakes and 20 trimmed.

The largest buyer was UBS Group, adding an estimated $1.64M. The largest seller was Bank of America, cutting an estimated $1.33M.

  • 62 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q4 2021, up from 56 in Q3 2021.
  • Funds reported $55.6M of iShares Morningstar Multi-Asset Income ETF stock for Q4 2021, up 0.23% quarter-over-quarter.
  • 12 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q4 2021 and 6 closed out, a net change of +6 holders.
  • The largest iShares Morningstar Multi-Asset Income ETF buyer in Q4 2021 was UBS Group, an estimated $1.64M added.
  • The largest iShares Morningstar Multi-Asset Income ETF seller in Q4 2021 was Bank of America, an estimated $1.33M sold.

Based on aggregated 13F filings for Q4 2021.