IYLD icon

iShares Morningstar Multi-Asset Income ETF
IYLD

Overview Fund Activity

63 hedge funds and large institutions have $84.6M invested in iShares Morningstar Multi-Asset Income ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
35
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TFS
1
Thoroughbred Financial Services
Tennessee
$6.09M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.45M
3
RJA
3
Raymond James & Associates
Florida
$2.82M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.25M

Top Sellers

1
ACP
1
Aveo Capital Partners
Colorado
$237K
2
Jane Street
2
Jane Street
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$5.82M
4
SPIA
4
Steward Partners Investment Advisory
New York
$1.3M
5
CA
5
Cetera Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$9.89M 393,462 +11,785 +3%
AL
2
Aspiriant LLC
California
$6.63M 263,872 +20,169 +8%
Ameriprise
3
Ameriprise
Minnesota
$6.36M 253,110 +12,310 +5%
TFS
4
Thoroughbred Financial Services
Tennessee
$6.09M 94,815 +84,562 +825%
Wells Fargo
5
Wells Fargo
California
$5.82M 231,567 -4,954 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.25M 169,207 +27,171 +19%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$4.09M 162,672 +19,640 +14%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.45M 137,235 +99,642 +265%
Morgan Stanley
9
Morgan Stanley
New York
$3.36M 133,802 +19,692 +17%
SCM
10
Stonehearth Capital Management
Massachusetts
$2.93M 116,714 +3,900 +3%
RJA
11
Raymond James & Associates
Florida
$2.82M 112,399 +84,382 +301%
LPL Financial
12
LPL Financial
California
$2.75M 109,519 +1,550 +1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.08M 82,605 +17,712 +27%
HW
14
Hancock Whitney
Mississippi
$1.72M 68,335 +8,248 +14%
GVAG
15
Great Valley Advisor Group
Delaware
$1.63M 64,752 +26,719 +70%
FHC
16
First Heartland Consultants
Missouri
$1.47M 58,533 +10 +0%
JFA
17
JNBA Financial Advisors
Minnesota
$1.43M 57,054 +16,471 +41%
UBS Group
18
UBS Group
Switzerland
$1.38M 54,748 +653 +1%
KA
19
Kovack Advisors
Florida
$1.33M 52,765 +3,100 +6%
SPIA
20
Steward Partners Investment Advisory
New York
$1.3M 51,571 -1,825 -3%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.26M 50,132 +3,582 +8%
CBFP
22
Cedar Brook Financial Partners
Ohio
$1.19M 47,490 -618 -1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.16M 46,200 +2,811 +6%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1M 39,941 +39,941 New
GWM
25
Geneos Wealth Management
Colorado
$901K 35,862 +4,433 +14%
1
2 3