iShares Morningstar Multi-Asset Income ETF
IYLD
51 hedge funds and large institutions have $24.4M invested in iShares Morningstar Multi-Asset Income ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
2.96% more ownership
Funds ownership: 18.73% → 21.69% (+3%)
2% more funds holding
Funds holding: 50 → 51 (+1)
0% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 16
1% less capital invested
Capital invested by funds: $24.7M → $24.4M (-$226K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.57M |
| 2 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$1.07M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$421K |
| 4 |
IWA
Icon Wealth Advisors
Houston,
Texas
|
+$370K |
| 5 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$344K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$751K |
| 2 |
CBFP
Cedar Brook Financial Partners
Cleveland,
Ohio
|
-$328K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$302K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$252K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$244K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHC
51
First Heartland Consultants
Lake St. Louis,
Missouri
| $1.06K | -$40.9K | -2,065 | -4% |
|
|
CBFP
52
Cedar Brook Financial Partners
Cleveland,
Ohio
| – | -$328K | -16,454 | Closed |
|
|
53
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$302K | -15,142 | Closed |
|
|
AWS
54
Atria Wealth Solutions
New York
| – | -$252K | -12,637 | Closed |
|
|
GRP
55
Global Retirement Partners
San Rafael,
California
| – | -$244K | -12,252 | Closed |
|
|
LA
56
LVW Advisors
Pittsford,
New York
| – | -$208K | -10,459 | Closed |
|
|
TAM
57
Tucker Asset Management
Littleton,
Colorado
| – | -$9.07K | -455 | Closed |
|
IYLD Hedge Fund Activity: Q2 2024 in Review
51 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q2 2024, worth a combined $24.4M — down 0.92% from $24.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IYLD positions and 6 closed out — a net gain of 1 holder — while 16 added to existing stakes and 16 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $2.57M. The largest seller was LPL Financial, cutting an estimated $751K.
- 51 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q2 2024, up from 50 in Q1 2024.
- Funds reported $24.4M of iShares Morningstar Multi-Asset Income ETF stock for Q2 2024, down 0.92% quarter-over-quarter.
- 7 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q2 2024 and 6 closed out, a net change of +1 holder.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q2 2024 was Kestra Advisory Services, an estimated $2.57M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q2 2024 was LPL Financial, an estimated $751K sold.
Based on aggregated 13F filings for Q2 2024.