iShares Morningstar Multi-Asset Income ETF
IYLD
52 hedge funds and large institutions have $30.3M invested in iShares Morningstar Multi-Asset Income ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 6 closing their positions.
0% more funds holding
Funds holding: 52 → 52 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
3.15% less ownership
Funds ownership: 28.93% → 25.79% (-3.1%)
18% less capital invested
Capital invested by funds: $36.8M → $30.3M (-$6.56M)
35% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
+$5.37M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.03M |
| 3 |
Jane Street
New York
|
+$781K |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$677K |
| 5 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$153K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$4.94M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.74M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.27M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$521K |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$380K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
51
AE Wealth Management
Topeka,
Kansas
| $4.02K | +$3.99K | +200 | New |
|
|
CIA
52
Cape Investment Advisory
Mcdonough,
Georgia
| $3.77K | – | – | – |
|
|
FAIM
53
Financial Advocates Investment Management
Olympia,
Washington
| – | -$4.94M | -55,682 | Closed |
|
|
WIA
54
World Investment Advisors
Santa Barbara,
California
| – | -$380K | -19,486 | Closed |
|
55
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$319K | -16,357 | Closed |
|
56
Ameriprise
Minneapolis,
Minnesota
| – | -$293K | -15,042 | Closed |
|
|
SEIA
57
Signature Estate & Investment Advisors
Los Angeles,
California
| – | -$209K | -10,751 | Closed |
|
|
RIA
58
Realta Investment Advisors
Wilmington,
Delaware
| – | -$2.94K | -150 | Closed |
|
IYLD Hedge Fund Activity: Q1 2025 in Review
52 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q1 2025, worth a combined $30.3M — down 18% from $36.8M a quarter earlier.
Fund positioning in IYLD was balanced in Q1 2025: 6 funds opened new positions, 6 closed out, 13 added to existing stakes and 20 trimmed.
The largest buyer was Elevation Capital Advisory, opening a new position worth an estimated $5.37M. The largest seller was Financial Advocates Investment Management, exiting entirely with an estimated $4.94M sold.
- 52 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $30.3M of iShares Morningstar Multi-Asset Income ETF stock for Q1 2025, down 18% quarter-over-quarter.
- 6 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q1 2025 and 6 closed out, a net change of 0 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q1 2025 was Elevation Capital Advisory, an estimated $5.37M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q1 2025 was Financial Advocates Investment Management, an estimated $4.94M sold.
Based on aggregated 13F filings for Q1 2025.