iShares Morningstar Multi-Asset Income ETF
IYLD
44 hedge funds and large institutions have $54.3M invested in iShares Morningstar Multi-Asset Income ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
171% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 7
55% more capital invested
Capital invested by funds: $35.1M → $54.3M (+$19.2M)
19% more funds holding
Funds holding: 37 → 44 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$7.99M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.79M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.29M |
| 4 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$1.23M |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.74M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$47.5K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$33.4K |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
-$28K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$22K |
IYLD Hedge Fund Activity: Q3 2016 in Review
44 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q3 2016, worth a combined $54.3M — up 55% from $35.1M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IYLD positions and 2 closed out — a net gain of 8 holders — while 19 added to existing stakes and 7 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $7.99M. The largest seller was UBS Group, cutting an estimated $1.74M.
- 44 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q3 2016, up from 37 in Q2 2016.
- Funds reported $54.3M of iShares Morningstar Multi-Asset Income ETF stock for Q3 2016, up 55% quarter-over-quarter.
- 10 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q3 2016 and 2 closed out, a net change of +8 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q3 2016 was Raymond James & Associates, an estimated $7.99M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q3 2016 was UBS Group, an estimated $1.74M sold.
Based on aggregated 13F filings for Q3 2016.