iShares Morningstar Multi-Asset Income ETF
IYLD
53 hedge funds and large institutions have $39M invested in iShares Morningstar Multi-Asset Income ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
56% more capital invested
Capital invested by funds: $25M → $39M (+$14M)
13% more funds holding
Funds holding: 47 → 53 (+6)
7.51% more ownership
Funds ownership: 20.06% → 27.57% (+7.5%)
26% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.82M |
| 2 |
Morgan Stanley
New York
|
+$2.62M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$1.38M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$845K |
| 5 |
LA
LVW Advisors
Pittsford,
New York
|
+$815K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$535K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$341K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$249K |
| 4 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$233K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$210K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
51
Aptus Capital Advisors
Fairhope,
Alabama
| $5.25K | +$77 | +4 | +2% |
|
|
PS
52
Principal Securities
Des Moines,
Iowa
| $3.09K | +$2.95K | +154 | New |
|
|
WP
53
WealthShield Partners
Cary,
North Carolina
| $1.25K | – | – | – |
|
|
AWM
54
Apollon Wealth Management
Mount Pleasant,
South Carolina
| – | -$233K | -12,252 | Closed |
|
|
55
Ameriprise
Minneapolis,
Minnesota
| – | -$210K | -11,022 | Closed |
|
|
SWP
56
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$200K | -10,483 | Closed |
|
|
PA
57
Parallel Advisors
San Francisco,
California
| – | -$47.6K | -2,500 | Closed |
|
|
RIA
58
Realta Investment Advisors
Wilmington,
Delaware
| – | -$5.86K | -300 | Closed |
|
IYLD Hedge Fund Activity: Q4 2023 in Review
53 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q4 2023, worth a combined $39M — up 56% from $25M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IYLD positions and 5 closed out — a net gain of 6 holders — while 14 added to existing stakes and 19 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $2.82M. The largest seller was LPL Financial, cutting an estimated $535K.
- 53 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q4 2023, up from 47 in Q3 2023.
- Funds reported $39M of iShares Morningstar Multi-Asset Income ETF stock for Q4 2023, up 56% quarter-over-quarter.
- 11 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q4 2023 and 5 closed out, a net change of +6 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q4 2023 was Royal Bank of Canada, an estimated $2.82M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q4 2023 was LPL Financial, an estimated $535K sold.
Based on aggregated 13F filings for Q4 2023.