iShares Morningstar Multi-Asset Income ETF
IYLD
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.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
14% more funds holding
Funds holding: 51 → 58 (+7)
3.29% less ownership
Funds ownership: 29.47% → 26.18% (-3.3%)
6% less capital invested
Capital invested by funds: $84.7M → $79.9M (-$4.81M)
11% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$4.81M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.63M |
| 3 |
Jane Street
New York
|
+$2.55M |
| 4 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$989K |
| 5 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$926K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$9.8M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$3.29M |
| 3 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
-$3.14M |
| 4 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
-$1.77M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.59M |
IYLD Hedge Fund Activity: Q1 2019 in Review
58 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q1 2019, worth a combined $79.9M — down 5.7% from $84.7M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IYLD positions and 7 closed out — a net gain of 7 holders — while 17 added to existing stakes and 19 trimmed.
The largest buyer was Aveo Capital Partners, opening a new position worth an estimated $4.81M. The largest seller was Raymond James & Associates, cutting an estimated $9.8M.
- 58 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q1 2019, up from 51 in Q4 2018.
- Funds reported $79.9M of iShares Morningstar Multi-Asset Income ETF stock for Q1 2019, down 5.7% quarter-over-quarter.
- 14 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q1 2019 and 7 closed out, a net change of +7 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q1 2019 was Aveo Capital Partners, an estimated $4.81M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q1 2019 was Raymond James & Associates, an estimated $9.8M sold.
Based on aggregated 13F filings for Q1 2019.