iShares Morningstar Multi-Asset Income ETF
IYLD
50 hedge funds and large institutions have $34.1M invested in iShares Morningstar Multi-Asset Income ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 9 closing their positions.
1% less capital invested
Capital invested by funds: $34.5M → $34.1M (-$423K)
1.22% less ownership
Funds ownership: 28.24% → 27.02% (-1.2%)
6% less funds holding
Funds holding: 53 → 50 (-3)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
13% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$2.07M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.45M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$823K |
| 4 |
TWP
Tempus Wealth Planning
Irvine,
California
|
+$638K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$550K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.66M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.01M |
| 3 |
LPL Financial
San Diego,
California
|
-$924K |
| 4 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$911K |
| 5 |
Jane Street
New York
|
-$497K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Citadel Advisors
Miami,
Florida
| – | -$1.01M | -47,182 | Closed |
|
|
WA
52
Win Advisors
Palm Beach Gardens,
Florida
| – | -$911K | -42,535 | Closed |
|
|
53
Jane Street
New York
| – | -$497K | -23,193 | Closed |
|
|
SAM
54
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| – | -$257K | -12,000 | Closed |
|
55
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$258K | -11,946 | Closed |
|
|
WFAG
56
Worth Financial Advisory Group
Charlotte,
North Carolina
| – | -$250K | -11,654 | Closed |
|
|
CIA
57
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$4.03K | -188 | Closed |
|
|
OSAM
58
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$1.78K | -83 | Closed |
|
|
ETC
59
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| – | -$493 | -23 | Closed |
|
IYLD Hedge Fund Activity: Q1 2026 in Review
50 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q1 2026, worth a combined $34.1M — down 1.2% from $34.5M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of IYLD and 8 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 14 added.
The largest buyer was Silver Oak Securities, opening a new position worth an estimated $2.07M. The largest seller was Royal Bank of Canada, cutting an estimated $2.66M.
- 50 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q1 2026, down from 53 in Q4 2025.
- Funds reported $34.1M of iShares Morningstar Multi-Asset Income ETF stock for Q1 2026, down 1.2% quarter-over-quarter.
- 8 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q1 2026 and 9 closed out, a net change of -1 holder.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q1 2026 was Silver Oak Securities, an estimated $2.07M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q1 2026 was Royal Bank of Canada, an estimated $2.66M sold.
Based on aggregated 13F filings for Q1 2026.