Who Owns IYLD?
iShares Morningstar Multi-Asset Income ETF — Institutional Ownership & 13F Holdings
$22.17
+0.18 (+0.81%)
Market Cap
$133.7M
Shares Outstanding
5,656,433
Institutional Holders
52
Total Inst. Value
$26.8M
% of Float Held
—
QoQ Holder Change
+14
Institutional data as of Q1 2025
New Positions
9
Closed Positions
6
Increased
12
Decreased
19
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Elevation Capital Advisory, LLCNew | $5.4M | 268,791 |
| 2 | BANK OF AMERICA CORP /DE/ | $4.1M | 202,498 |
| 3 | MORGAN STANLEY | $3.6M | 180,748 |
| 4 | ROYAL BANK OF CANADA | $1.3M | 62,744 |
| 5 | Perigon Wealth Management, LLC | $1.1M | 56,181 |
| 6 | Kovack Advisors, Inc. | $1.1M | 53,405 |
| 7 | RAYMOND JAMES FINANCIAL INC | $801K | 39,900 |
| 8 | JANE STREET GROUP, LLCNew | $786K | 39,126 |
| 9 | MYCIO WEALTH PARTNERS, LLCNew | $744K | 37,037 |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $742K | 36,974 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Elevation Capital Advisory, LLCNew | +269K | $5.4M |
| BANK OF AMERICA CORP /DE/ | +52K | $4.1M |
| Perigon Wealth Management, LLC | +2K | $1.1M |
| Kovack Advisors, Inc. | +8K | $1.1M |
| RAYMOND JAMES FINANCIAL INC | +2K | $801K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ROYAL BANK OF CANADA | -237K | $1.3M |
| Kestra Advisory Services, LLC | -164K | $1K |
| OSAIC HOLDINGS, INC. | -30K | $535K |
| ENVESTNET ASSET MANAGEMENT INC | -13K | $328K |
| Steward Partners Investment Advisory, LLC | -11K | $120K |
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Frequently Asked Questions
How many institutional investors hold IYLD?
As of Q1 2025, 52 institutional investors report holding IYLD (iShares Morningstar Multi-Asset Income ETF) in their 13F filings.
Which hedge fund owns the most IYLD?
The largest institutional holder of IYLD is Elevation Capital Advisory, LLC with $5.4M in shares.
Are institutions buying or selling IYLD?
This quarter, 9 institutions opened new positions in IYLD and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.