IYLD icon

iShares Morningstar Multi-Asset Income ETF
IYLD

Overview Fund Activity

35 hedge funds and large institutions have $39M invested in iShares Morningstar Multi-Asset Income ETF in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 7 closing their positions.

Holders
35
Holders Change
-4
Holders Change %
-10.26%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
17
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.51M
2
Wells Fargo
2
Wells Fargo
California
$1.93M
3
AIM
3
Advantage Investment Management
Iowa
$1.02M
4
BIM
4
BlackRock Investment Management
Delaware
$476K
5
Jane Street
5
Jane Street
New York
$1.88M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.19M
2
LPL Financial
2
LPL Financial
California
$5.38M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.67M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.67M 270,278 -18,128 -6%
LPL Financial
2
LPL Financial
California
$5.38M 219,412 -28,258 -11%
Bank of America
3
Bank of America
North Carolina
$5.19M 210,385 -53,340 -20%
UBS Group
4
UBS Group
Switzerland
$2.56M 103,854 +14,290 +16%
SCM
5
Stonehearth Capital Management
Massachusetts
$2.17M 87,806 -1,216 -1%
Wells Fargo
6
Wells Fargo
California
$1.93M 78,215 +30,936 +65%
Jane Street
7
Jane Street
New York
$1.88M 76,169 +15,719 +26%
Citadel Advisors
8
Citadel Advisors
Florida
$1.51M 61,091 +61,091 New
MAA
9
Managed Account Advisors
New Jersey
$1.4M 56,762 +343 +0.6%
PFP
10
Pinnacle Financial Partners
Tennessee
$1.14M 46,015 +3,335 +8%
AIM
11
Advantage Investment Management
Iowa
$1.02M 41,188 +17,256 +72%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$988K 40,039 -4,859 -11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$921K 37,298 +6,554 +21%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$773K 31,310 +9,327 +42%
VFS
15
VSR Financial Services
Kansas
$761K 30,817 -737 -2%
MFS
16
MSI Financial Services
Massachusetts
$751K 30,430 +5,979 +24%
Ameriprise
17
Ameriprise
Minnesota
$611K 24,757 +9,973 +67%
RJA
18
Raymond James & Associates
Florida
$537K 21,752 +4,432 +26%
PAG
19
Private Advisor Group
New Jersey
$527K 21,338 +1,347 +7%
BIM
20
BlackRock Investment Management
Delaware
$476K 19,300 +16,638 +625%
SI
21
SII Investments
Wisconsin
$432K 17,524 – –
AIG
22
American International Group
New York
$339K 13,726 +6,520 +90%
FAAS
23
First Allied Advisory Services
California
$254K 10,295 +10,295 New
BlackRock
24
BlackRock
New York
$229K 9,299 – –
IWM
25
Integrated Wealth Management
California
$135K 5,487 +505 +10%
1
2