iShares Morningstar Multi-Asset Income ETF
IYLD
40 hedge funds and large institutions have $67.4M invested in iShares Morningstar Multi-Asset Income ETF in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 7 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 8
15% more capital invested
Capital invested by funds: $58.5M → $67.4M (+$8.91M)
0.57% more ownership
Funds ownership: 21.46% → 22.03% (+0.57%)
15% less funds holding
Funds holding: 47 → 40 (-7)
71% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.21M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.1M |
| 3 |
Jane Street
New York
|
+$1.58M |
| 4 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$1.22M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$933K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
-$1.25M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$961K |
| 3 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
-$696K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$305K |
| 5 |
Morgan Stanley
New York
|
-$267K |
IYLD Hedge Fund Activity: Q1 2017 in Review
40 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q1 2017, worth a combined $67.4M — up 15% from $58.5M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of IYLD and 2 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 22 added.
The largest buyer was LPL Financial, adding an estimated $2.21M. The largest seller was Hancock Whitney, cutting an estimated $1.25M.
- 40 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q1 2017, down from 47 in Q4 2016.
- Funds reported $67.4M of iShares Morningstar Multi-Asset Income ETF stock for Q1 2017, up 15% quarter-over-quarter.
- 2 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q1 2017 and 7 closed out, a net change of -5 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q1 2017 was LPL Financial, an estimated $2.21M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q1 2017 was Hancock Whitney, an estimated $1.25M sold.
Based on aggregated 13F filings for Q1 2017.