iShares Morningstar Multi-Asset Income ETF
IYLD
51 hedge funds and large institutions have $84.7M invested in iShares Morningstar Multi-Asset Income ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 9 closing their positions.
21% more capital inflows, than outflows
Capital inflows: $10.9M | Capital outflows: $8.97M
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
1.68% more ownership
Funds ownership: 27.8% → 29.47% (+1.7%)
4% less funds holding
Funds holding: 53 → 51 (-2)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hancock Whitney
Gulfport,
Mississippi
|
+$2.17M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.94M |
| 3 |
Steward Partners Investment Advisory
New York
|
+$1.32M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$883K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$861K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFP Advisors
Tampa,
Florida
|
-$3.47M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.85M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$848K |
| 4 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$485K |
| 5 |
LPL Financial
San Diego,
California
|
-$480K |
IYLD Hedge Fund Activity: Q4 2018 in Review
51 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q4 2018, worth a combined $84.7M — down 3.8% from $88M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of IYLD and 8 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 20 added.
The largest buyer was Hancock Whitney, adding an estimated $2.17M. The largest seller was IFP Advisors, cutting an estimated $3.47M.
- 51 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q4 2018, down from 53 in Q3 2018.
- Funds reported $84.7M of iShares Morningstar Multi-Asset Income ETF stock for Q4 2018, down 3.8% quarter-over-quarter.
- 8 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q4 2018 and 9 closed out, a net change of -1 holder.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q4 2018 was Hancock Whitney, an estimated $2.17M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q4 2018 was IFP Advisors, an estimated $3.47M sold.
Based on aggregated 13F filings for Q4 2018.