iShares Morningstar Multi-Asset Income ETF
IYLD
65 hedge funds and large institutions have $63.5M invested in iShares Morningstar Multi-Asset Income ETF in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 28 reducing their positions, and 9 closing their positions.
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
2% less funds holding
Funds holding: 66 → 65 (-1)
10.96% less ownership
Funds ownership: 33.56% → 22.61% (-11%)
38% less capital invested
Capital invested by funds: $103M → $63.5M (-$39M)
46% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 28
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $304K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$697K |
| 2 |
Morgan Stanley
New York
|
+$663K |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$507K |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$485K |
| 5 |
Jane Street
New York
|
+$341K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.9M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$10.1M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.86M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.24M |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$2.82M |
IYLD Hedge Fund Activity: Q2 2020 in Review
65 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q2 2020, worth a combined $63.5M — down 38% from $103M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IYLD positions and 9 closed out — a net gain of 1 holder — while 15 added to existing stakes and 28 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $697K. The largest seller was Envestnet Asset Management, cutting an estimated $11.9M.
- 65 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q2 2020, down from 66 in Q1 2020.
- Funds reported $63.5M of iShares Morningstar Multi-Asset Income ETF stock for Q2 2020, down 38% quarter-over-quarter.
- 10 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q2 2020 and 9 closed out, a net change of +1 holder.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q2 2020 was Citadel Advisors, an estimated $697K added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q2 2020 was Envestnet Asset Management, an estimated $11.9M sold.
Based on aggregated 13F filings for Q2 2020.