iShares Morningstar Multi-Asset Income ETF
IYLD
74 hedge funds and large institutions have $145M invested in iShares Morningstar Multi-Asset Income ETF in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 7 closing their positions.
113% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 15
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
10% more funds holding
Funds holding: 67 → 74 (+7)
3% more capital invested
Capital invested by funds: $140M → $145M (+$4.25M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.57% less ownership
Funds ownership: 36.72% → 34.16% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.6M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$3.17M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.05M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$1.97M |
| 5 |
Jane Street
New York
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$6.59M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
-$6.06M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$1.73M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.72M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TC
76
Trilogy Capital
Irvine,
California
| – | -$6.06M | -244,321 | Closed |
|
77
HighTower Advisors
Chicago,
Illinois
| – | -$917K | -36,749 | Closed |
|
78
Citadel Advisors
Miami,
Florida
| – | -$656K | -26,270 | Closed |
|
|
DAS
79
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$225K | -9,003 | Closed |
|
|
FAAS
80
First Allied Advisory Services
San Diego,
California
| – | -$10K | -405 | Closed |
|
|
AIC
81
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$5K | -200 | Closed |
|
IYLD Hedge Fund Activity: Q4 2019 in Review
74 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q4 2019, worth a combined $145M — up 3% from $140M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IYLD positions and 7 closed out — a net gain of 7 holders — while 32 added to existing stakes and 15 trimmed.
The largest buyer was Bank of America, adding an estimated $3.6M. The largest seller was Aspiriant LLC, exiting entirely with an estimated $6.59M sold.
- 74 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q4 2019, up from 67 in Q3 2019.
- Funds reported $145M of iShares Morningstar Multi-Asset Income ETF stock for Q4 2019, up 3% quarter-over-quarter.
- 14 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q4 2019 and 7 closed out, a net change of +7 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q4 2019 was Bank of America, an estimated $3.6M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q4 2019 was Aspiriant LLC, an estimated $6.59M sold.
Based on aggregated 13F filings for Q4 2019.