iShares Morningstar Multi-Asset Income ETF
IYLD
3 hedge funds and large institutions have $457K invested in iShares Morningstar Multi-Asset Income ETF in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
50% more funds holding
Funds holding: 2 → 3 (+1)
35% more capital invested
Capital invested by funds: $339K → $457K (+$118K)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIG
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
+$152K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$8.09K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$55.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $260K | +$8.09K | +307 | +3% |
|
|
FIG
2
Fusion Investment Group
Pittsburgh,
Pennsylvania
| $155K | +$152K | +5,761 | New |
|
|
3
Ameriprise
Minneapolis,
Minnesota
| $42K | -$55.1K | -2,090 | -57% |
|
IYLD Hedge Fund Activity: Q2 2014 in Review
3 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q2 2014, worth a combined $457K — up 35% from $339K a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new IYLD positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Fusion Investment Group, opening a new position worth an estimated $152K. The largest seller was Ameriprise, cutting an estimated $55.1K.
- 3 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q2 2014, up from 2 in Q1 2014.
- Funds reported $457K of iShares Morningstar Multi-Asset Income ETF stock for Q2 2014, up 35% quarter-over-quarter.
- 1 fund opened new iShares Morningstar Multi-Asset Income ETF positions in Q2 2014 and 0 closed out, a net change of +1 holder.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q2 2014 was Fusion Investment Group, an estimated $152K added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q2 2014 was Ameriprise, an estimated $55.1K sold.
Based on aggregated 13F filings for Q2 2014.