iShares Morningstar Multi-Asset Income ETF
IYLD
53 hedge funds and large institutions have $40.4M invested in iShares Morningstar Multi-Asset Income ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 9 closing their positions.
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
10% more funds holding
Funds holding: 48 → 53 (+5)
8% more capital invested
Capital invested by funds: $37.3M → $40.4M (+$3.11M)
4.74% more ownership
Funds ownership: 21.77% → 26.5% (+4.7%)
55% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LA
LVW Advisors
Pittsford,
New York
|
+$2.44M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$2.44M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.16M |
| 4 |
BlackRock
New York
|
+$1.87M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$900K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.87M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.41M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.82M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.12M |
| 5 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$990K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IGWM
51
ICA Group Wealth Management
Denver,
Colorado
| $7.04K | +$6.61K | +350 | New |
|
52
JP Morgan Chase
New York
| $3K | -$46K | -2,433 | -95% |
|
|
NA
53
NewEdge Advisors
New Orleans,
Louisiana
| $40 | +$39.5K | +2,091 | New |
|
54
Jane Street
New York
| – | -$915K | -49,854 | Closed |
|
|
PAG
55
Private Advisor Group
Morristown,
New Jersey
| – | -$565K | -30,734 | Closed |
|
|
CI
56
CX Institutional
Auburn,
Indiana
| – | -$251K | -13,677 | Closed |
|
57
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$22K | -1,210 | Closed |
|
|
CFGS
58
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$11.2K | -591 | Closed |
|
59
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$5K | -267 | Closed |
|
|
PFA
60
Professional Financial Advisors
North Platte,
Nebraska
| – | -$4K | -227 | Closed |
|
|
HGERS
61
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$2K | -158 | Closed |
|
|
EIP
62
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$2K | -157 | Closed |
|
IYLD Hedge Fund Activity: Q4 2022 in Review
53 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q4 2022, worth a combined $40.4M — up 8.3% from $37.3M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IYLD positions and 9 closed out — a net gain of 6 holders — while 10 added to existing stakes and 22 trimmed.
The largest buyer was LVW Advisors, opening a new position worth an estimated $2.44M. The largest seller was Envestnet Asset Management, cutting an estimated $2.87M.
- 53 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q4 2022, up from 48 in Q3 2022.
- Funds reported $40.4M of iShares Morningstar Multi-Asset Income ETF stock for Q4 2022, up 8.3% quarter-over-quarter.
- 15 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q4 2022 and 9 closed out, a net change of +6 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q4 2022 was LVW Advisors, an estimated $2.44M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $2.87M sold.
Based on aggregated 13F filings for Q4 2022.