iShares Morningstar Multi-Asset Income ETF
IYLD
51 hedge funds and large institutions have $39M invested in iShares Morningstar Multi-Asset Income ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 26 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
6% more funds holding
Funds holding: 48 → 51 (+3)
2.46% less ownership
Funds ownership: 22.93% → 20.47% (-2.5%)
21% less capital invested
Capital invested by funds: $49.1M → $39M (-$10.1M)
69% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$495K |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$447K |
| 3 |
Jane Street
New York
|
+$339K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$317K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$220K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.19M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.05M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$759K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$594K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$499K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EIP
51
Ellis Investment Partners
Berwyn,
Pennsylvania
| $3K | +$21 | +1 | +0.6% |
|
|
DC
52
Davenport & Co
Richmond,
Virginia
| – | -$273K | -12,214 | Closed |
|
|
PAG
53
Private Advisor Group
Morristown,
New Jersey
| – | -$202K | -9,050 | Closed |
|
54
Koshinski Asset Management
Decatur,
Illinois
| – | -$71.7K | -3,204 | Closed |
|
|
FFWM
55
Future Financial Wealth Management
Cincinnati,
Ohio
| – | -$45K | -2,000 | Closed |
|
IYLD Hedge Fund Activity: Q2 2022 in Review
51 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q2 2022, worth a combined $39M — down 21% from $49.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IYLD positions and 5 closed out — a net gain of 3 holders — while 8 added to existing stakes and 26 trimmed.
The largest buyer was Lincoln National Corp, opening a new position worth an estimated $495K. The largest seller was Wells Fargo, cutting an estimated $1.19M.
- 51 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q2 2022, up from 48 in Q1 2022.
- Funds reported $39M of iShares Morningstar Multi-Asset Income ETF stock for Q2 2022, down 21% quarter-over-quarter.
- 8 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q2 2022 and 5 closed out, a net change of +3 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q2 2022 was Lincoln National Corp, an estimated $495K added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q2 2022 was Wells Fargo, an estimated $1.19M sold.
Based on aggregated 13F filings for Q2 2022.