iShares Morningstar Multi-Asset Income ETF
IYLD
56 hedge funds and large institutions have $55.5M invested in iShares Morningstar Multi-Asset Income ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
60% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 15
6% more funds holding
Funds holding: 53 → 56 (+3)
1.16% more ownership
Funds ownership: 22.24% → 23.4% (+1.2%)
4% more capital invested
Capital invested by funds: $53.5M → $55.5M (+$2.01M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.71M |
| 2 |
CI
CX Institutional
Auburn,
Indiana
|
+$878K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$640K |
| 4 |
5L
55I LLC
Boston,
Massachusetts
|
+$394K |
| 5 |
Morgan Stanley
New York
|
+$385K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.1M |
| 2 |
BlackRock
New York
|
-$460K |
| 3 |
LPL Financial
San Diego,
California
|
-$316K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$259K |
| 5 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$243K |
IYLD Hedge Fund Activity: Q3 2021 in Review
56 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q3 2021, worth a combined $55.5M — up 3.8% from $53.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IYLD positions and 2 closed out — a net gain of 4 holders — while 24 added to existing stakes and 15 trimmed.
The largest buyer was Jane Street, adding an estimated $1.71M. The largest seller was Royal Bank of Canada, cutting an estimated $1.1M.
- 56 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q3 2021, up from 53 in Q2 2021.
- Funds reported $55.5M of iShares Morningstar Multi-Asset Income ETF stock for Q3 2021, up 3.8% quarter-over-quarter.
- 6 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q3 2021 and 2 closed out, a net change of +4 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q3 2021 was Jane Street, an estimated $1.71M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q3 2021 was Royal Bank of Canada, an estimated $1.1M sold.
Based on aggregated 13F filings for Q3 2021.