IYLD icon

iShares Morningstar Multi-Asset Income ETF
IYLD

Overview Fund Activity

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.

Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HW
1
Hancock Whitney
Mississippi
$4.51M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$4.21M
3
FAIM
3
Financial Advocates Investment Management
Washington
$1.38M
4
KAS
4
Kestra Advisory Services
Texas
$1.32M
5
Bank of America
5
Bank of America
North Carolina
$9.26M

Top Sellers

1
SPIA
1
Steward Partners Investment Advisory
New York
$62K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
CBFP
3
Cedar Brook Financial Partners
Ohio
$737K
4
KA
4
Kovack Advisors
Florida
$685K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.75M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$9.26M 384,511 +35,081 +10%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.63M 233,842 +15,608 +7%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.07M 210,435 -9,263 -4%
HW
4
Hancock Whitney
Mississippi
$4.51M 187,427 +118,838 +173%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$4.21M 174,956 +114,639 +190%
Wells Fargo
6
Wells Fargo
California
$3.55M 147,301 +3,155 +2%
DADC
7
D.A. Davidson & Co
Montana
$3.43M 142,553 -908 -0.6%
Morgan Stanley
8
Morgan Stanley
New York
$3.22M 133,624 +1,641 +1%
RJA
9
Raymond James & Associates
Florida
$3M 124,600 -1,570 -1%
Ameriprise
10
Ameriprise
Minnesota
$2.96M 122,786 -458 -0.4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.75M 114,056 +17,039 +18%
JFA
12
JNBA Financial Advisors
Minnesota
$2.16M 89,521 +205 +0.2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.75M 72,766 -17,928 -20%
LPL Financial
14
LPL Financial
California
$1.7M 70,599 -8,085 -10%
FHC
15
First Heartland Consultants
Missouri
$1.62M 67,486 -1,489 -2%
FAIM
16
Financial Advocates Investment Management
Washington
$1.38M 38,055 +38,055 New
KAS
17
Kestra Advisory Services
Texas
$1.32M 54,740 +54,740 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.15M 47,589 +22,381 +89%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.12M 46,709 -8,627 -16%
GWM
20
Geneos Wealth Management
Colorado
$1.02M 46,235 -5,125 -10%
GVAG
21
Great Valley Advisor Group
Delaware
$903K 37,498 +18,328 +96%
SAM
22
Stringer Asset Management
Tennessee
$824K 34,228 -1,158 -3%
Jane Street
23
Jane Street
New York
$822K 34,133 -17,339 -34%
MFA
24
Mayflower Financial Advisors
Massachusetts
$758K 31,490 +31,490 New
CBFP
25
Cedar Brook Financial Partners
Ohio
$737K 30,614 -21,929 -42%
1
2 3