iShares Morningstar Multi-Asset Income ETF
IYLD
53 hedge funds and large institutions have $32.2M invested in iShares Morningstar Multi-Asset Income ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 27 reducing their positions, and 8 closing their positions.
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
0% more funds holding
Funds holding: 53 → 53 (0)
6.06% less ownership
Funds ownership: 26.5% → 20.44% (-6.1%)
20% less capital invested
Capital invested by funds: $40.4M → $32.2M (-$8.24M)
70% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.21M |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$1.01M |
| 3 |
Jane Street
New York
|
+$290K |
| 4 |
PA
Parallel Advisors
San Francisco,
California
|
+$219K |
| 5 |
GCWM
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
|
+$52.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.46M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$2.84M |
| 3 |
BlackRock
New York
|
-$1.93M |
| 4 |
LA
LVW Advisors
Pittsford,
New York
|
-$1.03M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$905K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAS
51
Ameritas Advisory Services
Lincoln,
Nebraska
| $3.85K | +$3.9K | +200 | New |
|
|
HGERS
52
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $3K | +$3.08K | +158 | New |
|
53
Commonwealth Equity Services
Waltham,
Massachusetts
| $357 | +$8.17K | +419 | +2% |
|
|
54
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$2.84M | -149,814 | Closed |
|
|
55
Citadel Advisors
Miami,
Florida
| – | -$905K | -47,662 | Closed |
|
|
WP
56
WealthSource Partners
San Luis Obispo,
California
| – | -$670K | -35,293 | Closed |
|
57
Envestnet Asset Management
Chicago,
Illinois
| – | -$436K | -22,979 | Closed |
|
|
FWA
58
FSC Wealth Advisors
Fishkill,
New York
| – | -$43.7K | -2,303 | Closed |
|
59
Rockefeller Capital Management
New York
| – | -$26K | -1,416 | Closed |
|
60
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$19K | -1,001 | Closed |
|
|
RIA
61
Realta Investment Advisors
Wilmington,
Delaware
| – | -$8.54K | -450 | Closed |
|
IYLD Hedge Fund Activity: Q1 2023 in Review
53 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q1 2023, worth a combined $32.2M — down 20% from $40.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IYLD positions and 8 closed out — a net gain of 1 holder — while 8 added to existing stakes and 27 trimmed.
The largest buyer was Bank of America, adding an estimated $3.21M. The largest seller was Royal Bank of Canada, cutting an estimated $4.46M.
- 53 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $32.2M of iShares Morningstar Multi-Asset Income ETF stock for Q1 2023, down 20% quarter-over-quarter.
- 9 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q1 2023 and 8 closed out, a net change of +1 holder.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q1 2023 was Bank of America, an estimated $3.21M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q1 2023 was Royal Bank of Canada, an estimated $4.46M sold.
Based on aggregated 13F filings for Q1 2023.