iShares Morningstar Multi-Asset Income ETF
IYLD
47 hedge funds and large institutions have $25M invested in iShares Morningstar Multi-Asset Income ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 7 closing their positions.
2.09% less ownership
Funds ownership: 22.15% → 20.06% (-2.1%)
10% less funds holding
Funds holding: 52 → 47 (-5)
23% less capital invested
Capital invested by funds: $32.6M → $25M (-$7.58M)
41% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 22
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$576K |
| 2 |
JP Morgan Chase
New York
|
+$487K |
| 3 |
Jane Street
New York
|
+$281K |
| 4 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$237K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$3.81M |
| 2 |
RL
Retireful LLC
Haslett,
Michigan
|
-$2.51M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$441K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$413K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$407K |
IYLD Hedge Fund Activity: Q3 2023 in Review
47 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q3 2023, worth a combined $25M — down 23% from $32.6M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of IYLD and 3 opened new positions — a net loss of 4 holders — while 22 trimmed existing stakes and 13 added.
The largest buyer was Susquehanna International Group, adding an estimated $576K. The largest seller was Financial Advocates Investment Management, exiting entirely with an estimated $3.81M sold.
- 47 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q3 2023, down from 52 in Q2 2023.
- Funds reported $25M of iShares Morningstar Multi-Asset Income ETF stock for Q3 2023, down 23% quarter-over-quarter.
- 3 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q3 2023 and 7 closed out, a net change of -4 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q3 2023 was Susquehanna International Group, an estimated $576K added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q3 2023 was Financial Advocates Investment Management, an estimated $3.81M sold.
Based on aggregated 13F filings for Q3 2023.