iShares Morningstar Multi-Asset Income ETF
IYLD
48 hedge funds and large institutions have $28.7M invested in iShares Morningstar Multi-Asset Income ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 9 closing their positions.
0.62% less ownership
Funds ownership: 25.79% → 25.17% (-0.62%)
7% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 15
5% less capital invested
Capital invested by funds: $30.3M → $28.7M (-$1.56M)
8% less funds holding
Funds holding: 52 → 48 (-4)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.52M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.27M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$815K |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$424K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$314K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
-$5.4M |
| 2 |
Jane Street
New York
|
-$786K |
| 3 |
MWP
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
-$744K |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$682K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$304K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWP
51
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| – | -$744K | -37,037 | Closed |
|
|
WFAG
52
Worth Financial Advisory Group
Charlotte,
North Carolina
| – | -$281K | -14,001 | Closed |
|
53
Citadel Advisors
Miami,
Florida
| – | -$274K | -13,667 | Closed |
|
54
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$202K | -10,076 | Closed |
|
55
AQR Capital Management
Greenwich,
Connecticut
| – | -$201K | -10,000 | Closed |
|
|
NAM
56
NorthCrest Asset Manangement
Plymouth,
Minnesota
| – | -$201K | -10,000 | Closed |
|
|
PA
57
PSI Advisors
Tampa,
Florida
| – | -$12.9K | -643 | Closed |
|
IYLD Hedge Fund Activity: Q2 2025 in Review
48 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q2 2025, worth a combined $28.7M — down 5.1% from $30.3M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of IYLD and 5 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 14 added.
The largest buyer was Morgan Stanley, adding an estimated $2.52M. The largest seller was Elevation Capital Advisory, exiting entirely with an estimated $5.4M sold.
- 48 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q2 2025, down from 52 in Q1 2025.
- Funds reported $28.7M of iShares Morningstar Multi-Asset Income ETF stock for Q2 2025, down 5.1% quarter-over-quarter.
- 5 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q2 2025 and 9 closed out, a net change of -4 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q2 2025 was Morgan Stanley, an estimated $2.52M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q2 2025 was Elevation Capital Advisory, an estimated $5.4M sold.
Based on aggregated 13F filings for Q2 2025.