iShares Morningstar Multi-Asset Income ETF
IYLD
62 hedge funds and large institutions have $55.6M invested in iShares Morningstar Multi-Asset Income ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
11% more funds holding
Funds holding: 56 → 62 (+6)
1.49% more ownership
Funds ownership: 23.4% → 24.89% (+1.5%)
0% more capital invested
Capital invested by funds: $55.5M → $55.6M (+$127K)
0% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.64M |
| 2 |
CI
CX Institutional
Auburn,
Indiana
|
+$1.07M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$847K |
| 4 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
+$525K |
| 5 |
LPL Financial
San Diego,
California
|
+$483K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.33M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$894K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$836K |
| 4 |
Jane Street
New York
|
-$631K |
| 5 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$474K |
IYLD Hedge Fund Activity: Q4 2021 in Review
62 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q4 2021, worth a combined $55.6M — up 0.23% from $55.5M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IYLD positions and 6 closed out — a net gain of 6 holders — while 20 added to existing stakes and 20 trimmed.
The largest buyer was UBS Group, adding an estimated $1.64M. The largest seller was Bank of America, cutting an estimated $1.33M.
- 62 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q4 2021, up from 56 in Q3 2021.
- Funds reported $55.6M of iShares Morningstar Multi-Asset Income ETF stock for Q4 2021, up 0.23% quarter-over-quarter.
- 12 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q4 2021 and 6 closed out, a net change of +6 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q4 2021 was UBS Group, an estimated $1.64M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q4 2021 was Bank of America, an estimated $1.33M sold.
Based on aggregated 13F filings for Q4 2021.