IYLD icon

iShares Morningstar Multi-Asset Income ETF
IYLD

Overview Fund Activity

48 hedge funds and large institutions have $49.1M invested in iShares Morningstar Multi-Asset Income ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-14
Holders Change %
-22.58%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
16
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.97M
2
IA
IFP Advisors
Florida
$1.09M
3
LPL Financial
LPL Financial
California
$3.41M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$604K
5
RJFSA
Raymond James Financial Services Advisors
Florida
$2.11M

Top Sellers

1
CI
CX Institutional
Indiana
$254K
2
UBS Group
UBS Group
Switzerland
$376K
3
Osaic Holdings
Osaic Holdings
Arizona
$3.2M
4
Wells Fargo
Wells Fargo
California
$2.33M
5
Jane Street
Jane Street
New York
$823K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.97M +$1.81M +81,036 +44%
Bank of America
2
Bank of America
North Carolina
$5.24M -$171K -7,631 -3%
Morgan Stanley
3
Morgan Stanley
New York
$3.49M +$162K +7,230 +5%
LPL Financial
4
LPL Financial
California
$3.41M +$346K +15,454 +11%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.2M -$1.03M -45,943 -24%
DADC
6
D.A. Davidson & Co
Montana
$2.99M +$94.8K +4,237 +3%
Wells Fargo
7
Wells Fargo
California
$2.33M -$489K -21,873 -17%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.11M +$248K +11,108 +13%
JFA
9
JNBA Financial Advisors
Minnesota
$2.04M -$263K -11,775 -11%
HW
10
Hancock Whitney
Mississippi
$1.87M -$150K -6,707 -7%
Ameriprise
11
Ameriprise
Minnesota
$1.83M -$53K -2,371 -3%
FHC
12
First Heartland Consultants
Missouri
$1.38M -$805 -36 -0.1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.27M -$83.5K -3,733 -6%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.25M -$95.1K -4,249 -7%
GWM
15
Geneos Wealth Management
Colorado
$1.22M -$166K -7,412 -12%
IA
16
IFP Advisors
Florida
$1.09M +$1.02M +41,088 +1,456%
Jane Street
17
Jane Street
New York
$823K -$448K -20,013 -35%
MFA
18
Mayflower Financial Advisors
Massachusetts
$656K -$8.95K -400 -1%
MWP
19
MYCIO Wealth Partners
Pennsylvania
$631K – – –
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$604K +$298K +13,323 +97%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$593K -$19.8K -885 -3%
KA
22
Kovack Advisors
Florida
$489K +$782 +35 +0.2%
AWS
23
Atria Wealth Solutions
New York
$489K +$489K +21,856 New
CBFP
24
Cedar Brook Financial Partners
Ohio
$482K -$4.07K -182 -0.8%
RJA
25
Raymond James & Associates
Florida
$407K -$280K -12,483 -41%
1
2 3