iShares Morningstar Multi-Asset Income ETF
IYLD
48 hedge funds and large institutions have $49.1M invested in iShares Morningstar Multi-Asset Income ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 13 closing their positions.
1.96% less ownership
Funds ownership: 24.89% → 22.93% (-2%)
12% less capital invested
Capital invested by funds: $55.6M → $49.1M (-$6.55M)
23% less funds holding
Funds holding: 62 → 48 (-14)
24% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 21
85% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.86M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$942K |
| 3 |
LPL Financial
San Diego,
California
|
+$354K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$306K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$255K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
CX Institutional
Auburn,
Indiana
|
-$1.82M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.48M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.05M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$502K |
| 5 |
Jane Street
New York
|
-$459K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWM
51
Trinity Wealth Management
Berwyn,
Pennsylvania
| – | -$201K | -8,369 | Closed |
|
|
S
52
SignatureFD
Atlanta,
Georgia
| – | -$115K | -4,800 | Closed |
|
|
FWA
53
FSC Wealth Advisors
Fishkill,
New York
| – | -$107K | -4,447 | Closed |
|
|
RPCONE
54
Retirement Planning Company of New England
Warwick,
Rhode Island
| – | -$99K | -4,120 | Closed |
|
|
CFGS
55
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$50.6K | -2,207 | Closed |
|
|
CA
56
CoreCap Advisors
Southfield,
Michigan
| – | -$44K | -1,814 | Closed |
|
|
CWS
57
Confluence Wealth Services
Mcmurray,
Pennsylvania
| – | -$29K | -1,212 | Closed |
|
58
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$25K | -1,058 | Closed |
|
|
MAM
59
Mystic Asset Management
Warwick,
Rhode Island
| – | -$13K | -550 | Closed |
|
|
GEA
60
Glen Eagle Advisors
Kingston,
New Jersey
| – | -$175 | -7 | Closed |
|
61
Fidelity Investments
Boston,
Massachusetts
| – | +$69 | +3 | +100% |
|
IYLD Hedge Fund Activity: Q1 2022 in Review
48 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q1 2022, worth a combined $49.1M — down 12% from $55.6M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of IYLD and 2 opened new positions — a net loss of 11 holders — while 21 trimmed existing stakes and 16 added.
The largest buyer was Royal Bank of Canada, adding an estimated $1.86M. The largest seller was CX Institutional, cutting an estimated $1.82M.
- 48 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q1 2022, down from 62 in Q4 2021.
- Funds reported $49.1M of iShares Morningstar Multi-Asset Income ETF stock for Q1 2022, down 12% quarter-over-quarter.
- 2 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q1 2022 and 13 closed out, a net change of -11 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $1.86M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q1 2022 was CX Institutional, an estimated $1.82M sold.
Based on aggregated 13F filings for Q1 2022.