iShares Morningstar Multi-Asset Income ETF
IYLD
60 hedge funds and large institutions have $63.6M invested in iShares Morningstar Multi-Asset Income ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
2% more funds holding
Funds holding: 59 → 60 (+1)
1.01% less ownership
Funds ownership: 26.61% → 25.6% (-1%)
12% less capital invested
Capital invested by funds: $72.4M → $63.6M (-$8.83M)
25% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.57M |
| 2 |
LPL Financial
San Diego,
California
|
+$917K |
| 3 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$574K |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$429K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$383K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
-$3.27M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.34M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$1.38M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.31M |
| 5 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$903K |
IYLD Hedge Fund Activity: Q1 2021 in Review
60 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q1 2021, worth a combined $63.6M — down 12% from $72.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IYLD positions and 7 closed out — a net gain of 1 holder — while 18 added to existing stakes and 24 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.57M. The largest seller was Hancock Whitney, cutting an estimated $3.27M.
- 60 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q1 2021, up from 59 in Q4 2020.
- Funds reported $63.6M of iShares Morningstar Multi-Asset Income ETF stock for Q1 2021, down 12% quarter-over-quarter.
- 8 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q1 2021 and 7 closed out, a net change of +1 holder.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q1 2021 was Raymond James Financial Services Advisors, an estimated $1.57M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q1 2021 was Hancock Whitney, an estimated $3.27M sold.
Based on aggregated 13F filings for Q1 2021.