iShares Morningstar Multi-Asset Income ETF
IYLD
53 hedge funds and large institutions have $88M invested in iShares Morningstar Multi-Asset Income ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 11 closing their positions.
209% more capital inflows, than outflows
Capital inflows: $13M | Capital outflows: $4.21M
27% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 15
3.26% more ownership
Funds ownership: 24.53% → 27.8% (+3.3%)
7% less funds holding
Funds holding: 57 → 53 (-4)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aspiriant LLC
Los Angeles,
California
|
+$6.01M |
| 2 |
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$1.08M |
| 3 |
IFP Advisors
Tampa,
Florida
|
+$1.06M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$920K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$672K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$1.05M |
| 2 |
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$678K |
| 3 |
LPL Financial
San Diego,
California
|
-$363K |
| 4 |
Virtu Financial
New York
|
-$337K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$317K |
IYLD Hedge Fund Activity: Q3 2018 in Review
53 of the 4,392 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q3 2018, worth a combined $88M — up 12% from $78.7M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of IYLD and 8 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 19 added.
The largest buyer was Aspiriant LLC, opening a new position worth an estimated $6.01M. The largest seller was Ahrens Investment Partners, cutting an estimated $1.05M.
- 53 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q3 2018, down from 57 in Q2 2018.
- Funds reported $88M of iShares Morningstar Multi-Asset Income ETF stock for Q3 2018, up 12% quarter-over-quarter.
- 8 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q3 2018 and 11 closed out, a net change of -3 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q3 2018 was Aspiriant LLC, an estimated $6.01M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q3 2018 was Ahrens Investment Partners, an estimated $1.05M sold.
Based on aggregated 13F filings for Q3 2018.