iShares Morningstar Multi-Asset Income ETF
IYLD
3 hedge funds and large institutions have $763K invested in iShares Morningstar Multi-Asset Income ETF in 2014 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and closing their positions.
67% more capital invested
Capital invested by funds: $457K → $763K (+$306K)
0% more funds holding
Funds holding: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$317K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.85K |
| 3 |
FIG
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
+$292 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $563K | +$317K | +11,951 | +123% |
|
|
FIG
2
Fusion Investment Group
Pittsburgh,
Pennsylvania
| $150K | +$292 | +11 | +0.2% |
|
|
3
Ameriprise
Minneapolis,
Minnesota
| $50K | +$9.85K | +371 | +24% |
|
IYLD Hedge Fund Activity: Q3 2014 in Review
3 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q3 2014, worth a combined $763K — up 67% from $457K a quarter earlier.
Fund positioning in IYLD was balanced in Q3 2014: 0 funds opened new positions, 0 closed out, 3 added to existing stakes and 0 trimmed.
The largest buyer was Janney Montgomery Scott, adding an estimated $317K.
- 3 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $763K of iShares Morningstar Multi-Asset Income ETF stock for Q3 2014, up 67% quarter-over-quarter.
- 0 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q3 2014 and 0 closed out.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q3 2014 was Janney Montgomery Scott, an estimated $317K added.
Based on aggregated 13F filings for Q3 2014.