iShares Morningstar Multi-Asset Income ETF
IYLD
48 hedge funds and large institutions have $37.3M invested in iShares Morningstar Multi-Asset Income ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 9 closing their positions.
1.3% more ownership
Funds ownership: 20.47% → 21.77% (+1.3%)
4% less capital invested
Capital invested by funds: $39M → $37.3M (-$1.65M)
6% less funds holding
Funds holding: 51 → 48 (-3)
21% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 19
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.26M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.46M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$608K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$319K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$213K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$1.11M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$618K |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$471K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$432K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$301K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$259K | -13,038 | Closed |
|
|
RG
52
Retirement Group
San Diego,
California
| – | -$107K | -5,400 | Closed |
|
|
SWM
53
SeaCrest Wealth Management
Purchase,
New York
| – | -$48K | -2,430 | Closed |
|
|
PFS
54
Prospera Financial Services
Dallas,
Texas
| – | -$46K | -2,300 | Closed |
|
|
AIP
55
Ahrens Investment Partners
Lafayette,
Louisiana
| – | -$42K | -2,100 | Closed |
|
|
CA
56
CoreCap Advisors
Southfield,
Michigan
| – | -$36K | -1,792 | Closed |
|
57
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$16K | -800 | Closed |
|
IYLD Hedge Fund Activity: Q3 2022 in Review
48 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q3 2022, worth a combined $37.3M — down 4.2% from $39M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of IYLD and 6 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 15 added.
The largest buyer was Envestnet Asset Management, adding an estimated $3.26M. The largest seller was D.A. Davidson & Co, cutting an estimated $1.11M.
- 48 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q3 2022, down from 51 in Q2 2022.
- Funds reported $37.3M of iShares Morningstar Multi-Asset Income ETF stock for Q3 2022, down 4.2% quarter-over-quarter.
- 6 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q3 2022 and 9 closed out, a net change of -3 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $3.26M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q3 2022 was D.A. Davidson & Co, an estimated $1.11M sold.
Based on aggregated 13F filings for Q3 2022.