iShares Morningstar Multi-Asset Income ETF
IYLD
46 hedge funds and large institutions have $79.6M invested in iShares Morningstar Multi-Asset Income ETF in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
257% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 7
18% more capital invested
Capital invested by funds: $67.4M → $79.6M (+$12.2M)
15% more funds holding
Funds holding: 40 → 46 (+6)
2.25% more ownership
Funds ownership: 22.03% → 24.28% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$3.22M |
| 2 |
Morgan Stanley
New York
|
+$3.15M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.24M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.61M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.65M |
| 2 |
Jane Street
New York
|
-$2.48M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$460K |
| 4 |
BKA
Brick & Kyle Associates
Newtown,
Pennsylvania
|
-$25K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$21.7K |
IYLD Hedge Fund Activity: Q2 2017 in Review
46 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q2 2017, worth a combined $79.6M — up 18% from $67.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IYLD positions and 2 closed out — a net gain of 6 holders — while 25 added to existing stakes and 7 trimmed.
The largest buyer was Ahrens Investment Partners, adding an estimated $3.22M. The largest seller was Bank of America, cutting an estimated $2.65M.
- 46 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q2 2017, up from 40 in Q1 2017.
- Funds reported $79.6M of iShares Morningstar Multi-Asset Income ETF stock for Q2 2017, up 18% quarter-over-quarter.
- 8 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q2 2017 and 2 closed out, a net change of +6 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q2 2017 was Ahrens Investment Partners, an estimated $3.22M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q2 2017 was Bank of America, an estimated $2.65M sold.
Based on aggregated 13F filings for Q2 2017.