iShares Morningstar Multi-Asset Income ETF
IYLD
54 hedge funds and large institutions have $31.6M invested in iShares Morningstar Multi-Asset Income ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
13% more funds holding
Funds holding: 48 → 54 (+6)
10% more capital invested
Capital invested by funds: $28.7M → $31.6M (+$2.85M)
0.64% more ownership
Funds ownership: 25.17% → 25.81% (+0.64%)
38% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
+$4.63M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$553K |
| 3 |
Jane Street
New York
|
+$531K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$347K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$311K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.64M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$836K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$457K |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$435K |
| 5 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$207K |
IYLD Hedge Fund Activity: Q3 2025 in Review
54 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q3 2025, worth a combined $31.6M — up 9.9% from $28.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IYLD positions and 4 closed out — a net gain of 6 holders — while 13 added to existing stakes and 21 trimmed.
The largest buyer was Elevation Capital Advisory, opening a new position worth an estimated $4.63M. The largest seller was Kestra Advisory Services, cutting an estimated $2.64M.
- 54 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q3 2025, up from 48 in Q2 2025.
- Funds reported $31.6M of iShares Morningstar Multi-Asset Income ETF stock for Q3 2025, up 9.9% quarter-over-quarter.
- 10 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q3 2025 and 4 closed out, a net change of +6 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q3 2025 was Elevation Capital Advisory, an estimated $4.63M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q3 2025 was Kestra Advisory Services, an estimated $2.64M sold.
Based on aggregated 13F filings for Q3 2025.