iShares Morningstar Multi-Asset Income ETF
IYLD
53 hedge funds and large institutions have $34.5M invested in iShares Morningstar Multi-Asset Income ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 12 closing their positions.
171% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 7
9% more capital invested
Capital invested by funds: $31.6M → $34.5M (+$2.9M)
2.43% more ownership
Funds ownership: 25.81% → 28.24% (+2.4%)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
2% less funds holding
Funds holding: 54 → 53 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.88M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$908K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$689K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$535K |
| 5 |
TWP
Tempus Wealth Planning
Irvine,
California
|
+$427K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
-$4.73M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$354K |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$241K |
| 4 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
-$208K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$204K |
IYLD Hedge Fund Activity: Q4 2025 in Review
53 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q4 2025, worth a combined $34.5M — up 9.2% from $31.6M a quarter earlier.
Fund positioning in IYLD was balanced in Q4 2025: 12 funds opened new positions, 12 closed out, 19 added to existing stakes and 7 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $2.88M. The largest seller was Elevation Capital Advisory, exiting entirely with an estimated $4.73M sold.
- 53 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q4 2025, down from 54 in Q3 2025.
- Funds reported $34.5M of iShares Morningstar Multi-Asset Income ETF stock for Q4 2025, up 9.2% quarter-over-quarter.
- 12 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q4 2025 and 12 closed out, a net change of 0 holders.
- The largest iShares Morningstar Multi-Asset Income ETF buyer in Q4 2025 was Royal Bank of Canada, an estimated $2.88M added.
- The largest iShares Morningstar Multi-Asset Income ETF seller in Q4 2025 was Elevation Capital Advisory, an estimated $4.73M sold.
Based on aggregated 13F filings for Q4 2025.