iShares Morningstar Multi-Asset Income ETF
IYLD
46 hedge funds and large institutions have $79.9M invested in iShares Morningstar Multi-Asset Income ETF in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 3 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
0% more capital invested
Capital invested by funds: $79.6M → $79.9M (+$342K)
0% more funds holding
Funds holding: 46 → 46 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0.89% less ownership
Funds ownership: 24.28% → 23.39% (-0.89%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$2.31M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.29M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$731K |
| 4 |
Jane Street
New York
|
+$573K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$427K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.72M |
| 2 |
Morgan Stanley
New York
|
-$1.69M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.06M |
| 4 |
SG
StoneX Group
New York
|
-$1.01M |
| 5 |
LPL Financial
San Diego,
California
|
-$901K |
IYLD Hedge Fund Activity: Q3 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 Q3 2017, worth a combined $79.9M — up 0.43% from $79.6M a quarter earlier.
Fund positioning in IYLD was balanced in Q3 2017: 3 funds opened new positions, 3 closed out, 20 added to existing stakes and 17 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $2.31M. The largest seller was Wells Fargo, cutting an estimated $1.72M.
- 46 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $79.9M of iShares Morningstar Multi-Asset Income ETF stock for Q3 2017, up 0.43% quarter-over-quarter.
- 3 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q3 2017 and 3 closed out, a net change of 0 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q3 2017 was Ladenburg Thalmann Financial Services, an estimated $2.31M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q3 2017 was Wells Fargo, an estimated $1.72M sold.
Based on aggregated 13F filings for Q3 2017.