iShares Morningstar Multi-Asset Income ETF
IYLD
66 hedge funds and large institutions have $103M invested in iShares Morningstar Multi-Asset Income ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 15 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 20
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.59% less ownership
Funds ownership: 34.16% → 33.56% (-0.59%)
11% less funds holding
Funds holding: 74 → 66 (-8)
29% less capital invested
Capital invested by funds: $145M → $103M (-$42M)
33% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.95M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.91M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.75M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.17M |
| 5 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$442K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.03M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.17M |
| 3 |
SCM
Stonehearth Capital Management
Danvers,
Massachusetts
|
-$2.79M |
| 4 |
Jane Street
New York
|
-$1.79M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.53M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GDP
76
Great Diamond Partners
Portland,
Maine
| – | -$51K | -2,000 | Closed |
|
|
PA
77
PSI Advisors
Tampa,
Florida
| – | -$29K | -1,170 | Closed |
|
|
RIA
78
Realta Investment Advisors
Wilmington,
Delaware
| – | -$14K | -573 | Closed |
|
79
Fidelity Investments
Boston,
Massachusetts
| – | -$8.44K | -349 | -99% |
|
|
PFGIA
80
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$5K | -200 | Closed |
|
|
IFWM
81
Institute for Wealth Management
Denver,
Colorado
| – | -$2K | -86 | Closed |
|
IYLD Hedge Fund Activity: Q1 2020 in Review
66 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q1 2020, worth a combined $103M — down 29% from $145M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of IYLD and 10 opened new positions — a net loss of 5 holders — while 20 trimmed existing stakes and 25 added.
The largest buyer was UBS Group, adding an estimated $3.95M. The largest seller was Bank of America, cutting an estimated $5.03M.
- 66 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q1 2020, down from 74 in Q4 2019.
- Funds reported $103M of iShares Morningstar Multi-Asset Income ETF stock for Q1 2020, down 29% quarter-over-quarter.
- 10 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q1 2020 and 15 closed out, a net change of -5 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q1 2020 was UBS Group, an estimated $3.95M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q1 2020 was Bank of America, an estimated $5.03M sold.
Based on aggregated 13F filings for Q1 2020.