iShares Morningstar Multi-Asset Income ETF
IYLD
67 hedge funds and large institutions have $140M invested in iShares Morningstar Multi-Asset Income ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 7 closing their positions.
131% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 13
66% more capital invested
Capital invested by funds: $84.6M → $140M (+$55.6M)
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
11.76% more ownership
Funds ownership: 24.96% → 36.72% (+12%)
6% more funds holding
Funds holding: 63 → 67 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$16.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.1M |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
+$6.08M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.15M |
| 5 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
+$4.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
|
-$2.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1M |
| 3 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$212K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$158K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$119K |
IYLD Hedge Fund Activity: Q3 2019 in Review
67 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q3 2019, worth a combined $140M — up 66% from $84.6M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IYLD positions and 7 closed out — a net gain of 4 holders — while 30 added to existing stakes and 13 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $16.5M. The largest seller was Thoroughbred Financial Services, cutting an estimated $2.1M.
- 67 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q3 2019, up from 63 in Q2 2019.
- Funds reported $140M of iShares Morningstar Multi-Asset Income ETF stock for Q3 2019, up 66% quarter-over-quarter.
- 11 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q3 2019 and 7 closed out, a net change of +4 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q3 2019 was Raymond James & Associates, an estimated $16.5M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q3 2019 was Thoroughbred Financial Services, an estimated $2.1M sold.
Based on aggregated 13F filings for Q3 2019.