iShares Morningstar Multi-Asset Income ETF
IYLD
52 hedge funds and large institutions have $36.8M invested in iShares Morningstar Multi-Asset Income ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 7 closing their positions.
46% more capital invested
Capital invested by funds: $25.2M → $36.8M (+$11.6M)
13% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 16
7.89% more ownership
Funds ownership: 21.05% → 28.93% (+7.9%)
5% less funds holding
Funds holding: 55 → 52 (-3)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.81M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$3.38M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$1.12M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$500K |
| 5 |
LPL Financial
San Diego,
California
|
+$454K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$1.12M |
| 2 |
MFA
Mayflower Financial Advisors
Boston,
Massachusetts
|
-$288K |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$224K |
| 4 |
LA
LVW Advisors
Pittsford,
New York
|
-$202K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$188K |
IYLD Hedge Fund Activity: Q4 2024 in Review
52 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q4 2024, worth a combined $36.8M — up 46% from $25.2M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of IYLD and 6 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 18 added.
The largest buyer was Royal Bank of Canada, adding an estimated $4.81M. The largest seller was Win Advisors, exiting entirely with an estimated $1.12M sold.
- 52 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q4 2024, down from 55 in Q3 2024.
- Funds reported $36.8M of iShares Morningstar Multi-Asset Income ETF stock for Q4 2024, up 46% quarter-over-quarter.
- 6 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q4 2024 and 7 closed out, a net change of -1 holder.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q4 2024 was Royal Bank of Canada, an estimated $4.81M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q4 2024 was Win Advisors, an estimated $1.12M sold.
Based on aggregated 13F filings for Q4 2024.