IYLD icon

iShares Morningstar Multi-Asset Income ETF
IYLD

Overview Fund Activity

58 hedge funds and large institutions have $87.6M invested in iShares Morningstar Multi-Asset Income ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
IFP Advisors
Florida
$13.2M
2
CWM
2
Cornerstone Wealth Management
Missouri
$8.87M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.02M
4
Ameriprise
4
Ameriprise
Minnesota
$2.98M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.34M

Top Sellers

1
HH
1
Hilltop Holdings
Texas
$0
2
KA
2
Kovack Advisors
Florida
$0
3
AIP
3
Ahrens Investment Partners
Louisiana
$1.99M
4
Comerica Bank
4
Comerica Bank
Texas
$0
5
Jane Street
5
Jane Street
New York
$209K
Name Market Value Shares Shares
Change 		Shares
Change %
IA
1
IFP Advisors
Florida
$13.2M 537,271 +370,197 +222%
RJA
2
Raymond James & Associates
Florida
$10.2M 413,569 -6,316 -2%
Bank of America
3
Bank of America
North Carolina
$9.64M 392,485 -14,394 -4%
CWM
4
Cornerstone Wealth Management
Missouri
$8.87M 217,571 +207,547 +2,071%
Wells Fargo
5
Wells Fargo
California
$4.58M 186,625 -7,854 -4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.34M 176,689 +17,967 +11%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$3.87M 155,046 – –
LPL Financial
8
LPL Financial
California
$3.68M 149,762 -12,936 -8%
Morgan Stanley
9
Morgan Stanley
New York
$3.21M 130,647 -18,470 -12%
Ameriprise
10
Ameriprise
Minnesota
$2.98M 121,174 +27,124 +29%
SAM
11
Stringer Asset Management
Tennessee
$2.77M 112,562 +8,163 +8%
SCM
12
Stonehearth Capital Management
Massachusetts
$2.76M 112,230 -1,037 -0.9%
AIP
13
Ahrens Investment Partners
Louisiana
$1.99M 81,078 -45,082 -36%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.83M 74,593 +497 +0.7%
FHC
15
First Heartland Consultants
Missouri
$1.52M 61,983 +9,511 +18%
UBS Group
16
UBS Group
Switzerland
$1.43M 58,239 +466 +0.8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.34M 54,576 +4,423 +9%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.12M 45,591 -46 -0.1%
HW
19
Hancock Whitney
Mississippi
$1.07M 43,572 -9,036 -17%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.02M 41,599 +35,921 +633%
GWM
21
Geneos Wealth Management
Colorado
$839K 34,188 -1,549 -4%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$712K 29,003 -5,673 -16%
SC
23
Scotia Capital
Ontario, Canada
$706K 28,246 – –
BlackRock
24
BlackRock
New York
$586K 23,869 – –
HighTower Advisors
25
HighTower Advisors
Illinois
$437K 17,777 -1,483 -8%
1
2 3