iShares Morningstar Multi-Asset Income ETF
IYLD
55 hedge funds and large institutions have $80.2M invested in iShares Morningstar Multi-Asset Income ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
24% more capital inflows, than outflows
Capital inflows: $11.8M | Capital outflows: $9.5M
12% more funds holding
Funds holding: 49 → 55 (+6)
0.52% more ownership
Funds ownership: 23.51% → 24.02% (+0.52%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hilltop Holdings
Dallas,
Texas
|
+$6.09M |
| 2 |
Morgan Stanley
New York
|
+$825K |
| 3 |
Jane Street
New York
|
+$746K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$592K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$563K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$3.05M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.93M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$820K |
| 4 |
FDx Advisors
Chicago,
Illinois
|
-$797K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$583K |
IYLD Hedge Fund Activity: Q1 2018 in Review
55 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q1 2018, worth a combined $80.2M — down 0.26% from $80.5M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IYLD positions and 6 closed out — a net gain of 6 holders — while 18 added to existing stakes and 14 trimmed.
The largest buyer was Hilltop Holdings, opening a new position worth an estimated $6.09M. The largest seller was Ahrens Investment Partners, cutting an estimated $3.05M.
- 55 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q1 2018, up from 49 in Q4 2017.
- Funds reported $80.2M of iShares Morningstar Multi-Asset Income ETF stock for Q1 2018, down 0.26% quarter-over-quarter.
- 12 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q1 2018 and 6 closed out, a net change of +6 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q1 2018 was Hilltop Holdings, an estimated $6.09M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q1 2018 was Ahrens Investment Partners, an estimated $3.05M sold.
Based on aggregated 13F filings for Q1 2018.