IYLD icon

iShares Morningstar Multi-Asset Income ETF

58 hedge funds and large institutions have $79.9M invested in iShares Morningstar Multi-Asset Income ETF in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
58
Holders Change
+7
Holders Change %
+13.73%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
17
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$9.43M 381,677 +29,208 +8%
IA
2
IFP Advisors
Florida
$7.41M 300,027 -135,212 -31%
AL
3
Aspiriant LLC
California
$6.02M 243,703
Ameriprise
4
Ameriprise
Minnesota
$5.95M 240,800 +107,962 +81%
Wells Fargo
5
Wells Fargo
California
$5.85M 236,521 -31,811 -12%
ACP
6
Aveo Capital Partners
Colorado
$4.88M 197,580 +197,580 New
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$3.53M 143,032 +8,488 +6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.51M 142,036 -51,114 -26%
Jane Street
9
Jane Street
New York
$3.18M 128,429 +104,741 +442%
Morgan Stanley
10
Morgan Stanley
New York
$2.82M 114,110 -25,152 -18%
SCM
11
Stonehearth Capital Management
Massachusetts
$2.79M 112,814 +11,461 +11%
LPL Financial
12
LPL Financial
California
$2.67M 107,969 -6,959 -6%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.6M 64,893 +7,271 +13%
HW
14
Hancock Whitney
Mississippi
$1.49M 60,087 -72,578 -55%
FHC
15
First Heartland Consultants
Missouri
$1.45M 58,523 +1,356 +2%
UBS Group
16
UBS Group
Switzerland
$1.34M 54,095 +2,362 +5%
SPIA
17
Steward Partners Investment Advisory
New York
$1.32M 53,396 -5,974 -10%
KA
18
Kovack Advisors
Florida
$1.23M 49,665 +4,270 +9%
CBFP
19
Cedar Brook Financial Partners
Ohio
$1.19M 48,108 +3,247 +7%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.15M 46,550 -65,170 -58%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.07M 43,389 +167 +0.4%
JFA
22
JNBA Financial Advisors
Minnesota
$1M 40,583 +40,583 New
GVAG
23
Great Valley Advisor Group
Delaware
$940K 38,033 +38,033 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$929K 37,593 -37,472 -50%
HighTower Advisors
25
HighTower Advisors
Illinois
$787K 31,762 +9,992 +46%