IYLD icon

iShares Morningstar Multi-Asset Income ETF
IYLD

Overview Fund Activity

53 hedge funds and large institutions have $32.2M invested in iShares Morningstar Multi-Asset Income ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
8
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAIM
1
Financial Advocates Investment Management
Washington
$3.76M
2
Bank of America
2
Bank of America
North Carolina
$5.21M
3
GCWM
3
Graham Capital Wealth Management
District of Columbia
$516K
4
Jane Street
4
Jane Street
New York
$286K
5
PA
5
Parallel Advisors
California
$217K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.37M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$0
3
BlackRock
3
BlackRock
New York
$131K
4
LA
4
LVW Advisors
New York
$1.48M
5
IA
5
IFP Advisors
Florida
$10.6K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.21M 270,582 +164,915 +156%
FAIM
2
Financial Advocates Investment Management
Washington
$3.76M 51,699 +51,699 New
Morgan Stanley
3
Morgan Stanley
New York
$2.91M 151,321 -7,164 -5%
LPL Financial
4
LPL Financial
California
$2.82M 146,454 -9,237 -6%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.62M 84,288 -8,652 -9%
LA
6
LVW Advisors
New York
$1.48M 76,680 -52,687 -41%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.45M 75,115 -4,391 -6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.37M 71,108 -228,723 -76%
HW
9
Hancock Whitney
Mississippi
$1.28M 66,403 -39,978 -38%
FHC
10
First Heartland Consultants
Missouri
$1.17M 60,635 -105 -0.2%
DADC
11
D.A. Davidson & Co
Montana
$1.1M 56,940 -5,083 -8%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$716K 37,213 -10,903 -23%
MWP
13
MYCIO Wealth Partners
Pennsylvania
$543K 28,217 – –
GCWM
14
Graham Capital Wealth Management
District of Columbia
$516K 2,682 +2,682 New
CBFP
15
Cedar Brook Financial Partners
Ohio
$410K 21,311 -137 -0.6%
GWM
16
Geneos Wealth Management
Colorado
$399K 20,745 -7,725 -27%
WFAG
17
Worth Financial Advisory Group
North Carolina
$395K 20,530 -6,237 -23%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$382K 19,836 -21,642 -52%
MFA
19
Mayflower Financial Advisors
Massachusetts
$378K 19,657 – –
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$337K 17,484 -699 -4%
KA
21
Kovack Advisors
Florida
$333K 17,315 – –
AWS
22
Atria Wealth Solutions
New York
$305K 15,846 -1,000 -6%
Jane Street
23
Jane Street
New York
$286K 14,870 +14,870 New
Wells Fargo
24
Wells Fargo
California
$285K 14,779 -3,420 -19%
MML Investors Services
25
MML Investors Services
Massachusetts
$281K 14,597 -9,428 -39%
1
2 3