iShares Morningstar Multi-Asset Income ETF
IYLD
52 hedge funds and large institutions have $32.6M invested in iShares Morningstar Multi-Asset Income ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 24 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
1.7% more ownership
Funds ownership: 20.44% → 22.15% (+1.7%)
1% more capital invested
Capital invested by funds: $32.2M → $32.6M (+$398K)
2% less funds holding
Funds holding: 53 → 52 (-1)
46% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RL
Retireful LLC
Haslett,
Michigan
|
+$2.47M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$434K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
+$392K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$273K |
| 5 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$264K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LA
LVW Advisors
Pittsford,
New York
|
-$1.16M |
| 2 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
-$958K |
| 3 |
GCWM
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
|
-$516K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$299K |
| 5 |
Jane Street
New York
|
-$286K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IGWM
51
ICA Group Wealth Management
Denver,
Colorado
| $2.93K | -$3.84K | -200 | -57% |
|
|
WP
52
WealthShield Partners
Cary,
North Carolina
| $1.21K | +$1.19K | +62 | New |
|
|
53
Jane Street
New York
| – | -$286K | -14,870 | Closed |
|
|
RJA
54
Raymond James & Associates
St Petersburg,
Florida
| – | -$204K | -10,606 | Closed |
|
|
GCWM
55
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
| – | -$516K | -2,682 | Closed |
|
|
BAM
56
Belpointe Asset Management
Reno,
Nevada
| – | -$13.1K | -682 | Closed |
|
|
ASN
57
Advisory Services Network
Atlanta,
Georgia
| – | -$11.6K | -600 | Closed |
|
|
AAS
58
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$3.85K | -200 | Closed |
|
IYLD Hedge Fund Activity: Q2 2023 in Review
52 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q2 2023, worth a combined $32.6M — up 1.2% from $32.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IYLD positions and 6 closed out — a net gain of 1 holder — while 13 added to existing stakes and 24 trimmed.
The largest buyer was Retireful LLC, opening a new position worth an estimated $2.47M. The largest seller was LVW Advisors, cutting an estimated $1.16M.
- 52 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q2 2023, down from 53 in Q1 2023.
- Funds reported $32.6M of iShares Morningstar Multi-Asset Income ETF stock for Q2 2023, up 1.2% quarter-over-quarter.
- 7 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q2 2023 and 6 closed out, a net change of +1 holder.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q2 2023 was Retireful LLC, an estimated $2.47M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q2 2023 was LVW Advisors, an estimated $1.16M sold.
Based on aggregated 13F filings for Q2 2023.