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iShares Morningstar Multi-Asset Income ETF
IYLD

53 hedge funds and large institutions have $34.5M invested in iShares Morningstar Multi-Asset Income ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 7

9% more capital invested

Capital invested by funds: $31.6M → $34.5M (+$2.9M)

2.43% more ownership

Funds ownership: 25.81% → 28.24% (+2.4%)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

2% less funds holding

Funds holding: 54 → 53 (-1)

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
19
Reduced
7
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.88M
2
WA
Win Advisors
Florida
+$908K
3
Citadel Advisors
Citadel Advisors
Florida
+$689K
4
Wells Fargo
Wells Fargo
California
+$535K
5
TWP
Tempus Wealth Planning
California
+$427K

Top Sellers

Rank Fund Capital Flow
1
ECA
Elevation Capital Advisory
Oregon
-$4.73M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$354K
3
DADC
D.A. Davidson & Co
Montana
-$241K
4
FTS
Fifth Third Securities
Ohio
-$208K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$204K
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
51
O'Shaughnessy Asset Management
Connecticut
$1.78K +$43 +2 +2%
ETC
52
Exchange Traded Concepts
Oklahoma
$493 – – –
KFG
53
Kingdom Financial Group
Arizona
$194 +$192 +9 New
ECA
54
Elevation Capital Advisory
Oregon
– -$4.73M -222,062 Closed
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
– -$354K -16,614 Closed
DADC
56
D.A. Davidson & Co
Montana
– -$241K -11,340 Closed
FTS
57
Fifth Third Securities
Ohio
– -$208K -9,783 Closed
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
– -$204K -9,566 Closed
NA
59
NewEdge Advisors
Louisiana
– -$50.1K -2,353 Closed
PS
60
Principal Securities
Iowa
– -$36.1K -1,699 Closed
CA
61
CoreCap Advisors
Michigan
– -$17.5K -821 Closed
ASN
62
Advisory Services Network
Georgia
– -$16K -750 Closed
AIM
63
Anchor Investment Management
South Carolina
– -$7.91K -371 Closed
AAS
64
Ameritas Advisory Services
Nebraska
– -$4.26K -200 Closed
CIR
65
Clear Investment Research
Georgia
– -$3.92K -184 Closed
1 2
3

IYLD Hedge Fund Activity: Q4 2025 in Review

53 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q4 2025, worth a combined $34.5M — up 9.2% from $31.6M a quarter earlier.

Fund positioning in IYLD was balanced in Q4 2025: 12 funds opened new positions, 12 closed out, 19 added to existing stakes and 7 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.88M. The largest seller was Elevation Capital Advisory, exiting entirely with an estimated $4.73M sold.

  • 53 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q4 2025, down from 54 in Q3 2025.
  • Funds reported $34.5M of iShares Morningstar Multi-Asset Income ETF stock for Q4 2025, up 9.2% quarter-over-quarter.
  • 12 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q4 2025 and 12 closed out, a net change of 0 holders.
  • The largest iShares Morningstar Multi-Asset Income ETF buyer in Q4 2025 was Royal Bank of Canada, an estimated $2.88M added.
  • The largest iShares Morningstar Multi-Asset Income ETF seller in Q4 2025 was Elevation Capital Advisory, an estimated $4.73M sold.

Based on aggregated 13F filings for Q4 2025.