iShares Morningstar Multi-Asset Income ETF
IYLD
2 hedge funds and large institutions have $339K invested in iShares Morningstar Multi-Asset Income ETF in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.
100% more funds holding
Funds holding: 1 → 2 (+1)
55% more capital invested
Capital invested by funds: $219K → $339K (+$120K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$238K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$132K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $244K | +$238K | +9,371 | New |
|
|
2
Ameriprise
Minneapolis,
Minnesota
| $95K | -$132K | -5,225 | -59% |
|
IYLD Hedge Fund Activity: Q1 2014 in Review
2 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q1 2014, worth a combined $339K — up 55% from $219K a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new IYLD positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $238K. The largest seller was Ameriprise, cutting an estimated $132K.
- 2 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q1 2014, up from 1 in Q4 2013.
- Funds reported $339K of iShares Morningstar Multi-Asset Income ETF stock for Q1 2014, up 55% quarter-over-quarter.
- 1 fund opened new iShares Morningstar Multi-Asset Income ETF positions in Q1 2014 and 0 closed out, a net change of +1 holder.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q1 2014 was Janney Montgomery Scott, an estimated $238K added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q1 2014 was Ameriprise, an estimated $132K sold.
Based on aggregated 13F filings for Q1 2014.