iShares Morningstar Multi-Asset Income ETF
IYLD
59 hedge funds and large institutions have $72.4M invested in iShares Morningstar Multi-Asset Income ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 26 reducing their positions, and 10 closing their positions.
16% more capital invested
Capital invested by funds: $62.5M → $72.4M (+$9.92M)
2.72% more ownership
Funds ownership: 23.9% → 26.61% (+2.7%)
6% less funds holding
Funds holding: 63 → 59 (-4)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
31% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
+$2.76M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.66M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.27M |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$883K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$814K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
-$1.17M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$606K |
| 3 |
CBFP
Cedar Brook Financial Partners
Cleveland,
Ohio
|
-$509K |
| 4 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$493K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$416K |
IYLD Hedge Fund Activity: Q4 2020 in Review
59 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q4 2020, worth a combined $72.4M — up 16% from $62.5M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of IYLD and 7 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 18 added.
The largest buyer was Hancock Whitney, adding an estimated $2.76M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $1.17M.
- 59 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q4 2020, down from 63 in Q3 2020.
- Funds reported $72.4M of iShares Morningstar Multi-Asset Income ETF stock for Q4 2020, up 16% quarter-over-quarter.
- 7 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q4 2020 and 10 closed out, a net change of -3 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q4 2020 was Hancock Whitney, an estimated $2.76M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q4 2020 was Steward Partners Investment Advisory, an estimated $1.17M sold.
Based on aggregated 13F filings for Q4 2020.