iShares Morningstar Multi-Asset Income ETF
IYLD
55 hedge funds and large institutions have $25.2M invested in iShares Morningstar Multi-Asset Income ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
13% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 16
8% more funds holding
Funds holding: 51 → 55 (+4)
3% more capital invested
Capital invested by funds: $24.4M → $25.2M (+$777K)
0.65% less ownership
Funds ownership: 21.69% → 21.05% (-0.65%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.15M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$1.1M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$372K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$311K |
| 5 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$301K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.92M |
| 2 |
Jane Street
New York
|
-$571K |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$557K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$422K |
| 5 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$411K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Jones Financial Companies
Des Peres,
Missouri
| $9.18K | +$8.96K | +443 | New |
|
|
IA
52
IFP Advisors
Tampa,
Florida
| $8.29K | – | – | – |
|
|
FFA
53
Founders Financial Alliance
Raleigh,
North Carolina
| $8.26K | – | – | – |
|
|
BFO
54
Biltmore Family Office
Charlotte,
North Carolina
| $8.12K | +$3.98K | +197 | +101% |
|
|
WP
55
WealthShield Partners
Cary,
North Carolina
| $1.28K | – | – | – |
|
|
56
Jane Street
New York
| – | -$571K | -28,770 | Closed |
|
|
57
Citadel Advisors
Miami,
Florida
| – | -$422K | -21,253 | Closed |
|
|
IWA
58
Icon Wealth Advisors
Houston,
Texas
| – | -$375K | -18,657 | Closed |
|
|
FTS
59
Fifth Third Securities
Cincinnati,
Ohio
| – | -$301K | -15,150 | Closed |
|
|
FAIM
60
Financial Advocates Investment Management
Olympia,
Washington
| – | -$411K | -4,725 | Closed |
|
|
RIA
61
Realta Investment Advisors
Wilmington,
Delaware
| – | -$8.93K | -450 | Closed |
|
62
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.75K | -88 | Closed |
|
IYLD Hedge Fund Activity: Q3 2024 in Review
55 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q3 2024, worth a combined $25.2M — up 3.2% from $24.4M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IYLD positions and 7 closed out — a net gain of 4 holders — while 18 added to existing stakes and 16 trimmed.
The largest buyer was Bank of America, adding an estimated $1.15M. The largest seller was Kestra Advisory Services, cutting an estimated $2.92M.
- 55 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q3 2024, up from 51 in Q2 2024.
- Funds reported $25.2M of iShares Morningstar Multi-Asset Income ETF stock for Q3 2024, up 3.2% quarter-over-quarter.
- 11 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q3 2024 and 7 closed out, a net change of +4 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q3 2024 was Bank of America, an estimated $1.15M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q3 2024 was Kestra Advisory Services, an estimated $2.92M sold.
Based on aggregated 13F filings for Q3 2024.