iShares Morningstar Multi-Asset Income ETF
IYLD
50 hedge funds and large institutions have $24.7M invested in iShares Morningstar Multi-Asset Income ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 25 reducing their positions, and 10 closing their positions.
6% less funds holding
Funds holding: 53 → 50 (-3)
8.84% less ownership
Funds ownership: 27.57% → 18.73% (-8.8%)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
37% less capital invested
Capital invested by funds: $39M → $24.7M (-$14.4M)
72% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.02M |
| 2 |
Jane Street
New York
|
+$390K |
| 3 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
+$287K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$213K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.42M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.87M |
| 3 |
Morgan Stanley
New York
|
-$2.52M |
| 4 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$1.45M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$888K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
51
Win Advisors
Palm Beach Gardens,
Florida
| – | -$1.45M | -71,820 | Closed |
|
|
52
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$888K | -44,155 | Closed |
|
53
BlackRock
New York
| – | -$748K | -37,185 | Closed |
|
|
KA
54
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$372K | -18,505 | Closed |
|
|
EH
55
Equitable Holdings
New York
| – | -$234K | -11,650 | Closed |
|
|
FWA
56
FSC Wealth Advisors
Fishkill,
New York
| – | -$197K | -9,777 | Closed |
|
57
BNP Paribas Financial Markets
Paris,
France
| – | -$11.9K | -600 | Closed |
|
|
JFA
58
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$8.79K | -437 | Closed |
|
|
ACA
59
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$5.25K | -261 | Closed |
|
|
GWANC
60
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| – | -$5.25K | -261 | Closed |
|
IYLD Hedge Fund Activity: Q1 2024 in Review
50 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q1 2024, worth a combined $24.7M — down 37% from $39M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of IYLD and 7 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 7 added.
The largest buyer was Kestra Advisory Services, adding an estimated $1.02M. The largest seller was Bank of America, cutting an estimated $3.42M.
- 50 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q1 2024, down from 53 in Q4 2023.
- Funds reported $24.7M of iShares Morningstar Multi-Asset Income ETF stock for Q1 2024, down 37% quarter-over-quarter.
- 7 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q1 2024 and 10 closed out, a net change of -3 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q1 2024 was Kestra Advisory Services, an estimated $1.02M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q1 2024 was Bank of America, an estimated $3.42M sold.
Based on aggregated 13F filings for Q1 2024.