iShares Morningstar Multi-Asset Income ETF
IYLD
50 hedge funds and large institutions have $24.7M invested in iShares Morningstar Multi-Asset Income ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 24 reducing their positions, and 10 closing their positions.
6% less funds holding
Funds holding: 53 → 50 (-3)
6.72% less ownership
Funds ownership: 25.45% → 18.73% (-6.7%)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
32% less capital invested
Capital invested by funds: $36.2M → $24.7M (-$11.5M)
67% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.02M |
| 2 |
Jane Street
New York
|
+$390K |
| 3 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
+$287K |
| 4 |
Morgan Stanley
New York
|
+$278K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$213K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.42M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.87M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$1.45M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$888K |
| 5 |
BlackRock
New York
|
-$748K |
IYLD Hedge Fund Activity: Q1 2024 in Review
50 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q1 2024, worth a combined $24.7M — down 32% from $36.2M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of IYLD and 7 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 8 added.
The largest buyer was Kestra Advisory Services, adding an estimated $1.02M. The largest seller was Bank of America, cutting an estimated $3.42M.
- 50 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q1 2024, down from 53 in Q4 2023.
- Funds reported $24.7M of iShares Morningstar Multi-Asset Income ETF stock for Q1 2024, down 32% quarter-over-quarter.
- 7 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q1 2024 and 10 closed out, a net change of -3 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q1 2024 was Kestra Advisory Services, an estimated $1.02M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q1 2024 was Bank of America, an estimated $3.42M sold.
Based on aggregated 13F filings for Q1 2024.