iShares Morningstar Multi-Asset Income
IYLD • BATS
iShares Morningstar Multi-Asset Income is an exchange-traded fund on BATS. As of Q3 2025, 55 institutional investors hold shares in this ETF, with total holdings valued at $31.8M. MORGAN STANLEY is the largest holder with a position valued at $6.5M.
Overview
Overview of institutional ownership in IYLD as of Q3 2025
All Institutions
- Institutions
- 55
- Value Held
- $31.8M
- Shares Held
- 1.5M
- Avg Position
- $577.6K
- Median Position
- $200.6K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $317.2K
- Shares Held
- 14.9K
- Avg Position
- $317.2K
- Median Position
- $317.2K
Biggest Investors
Institutions with the largest positions in IYLD as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $6.5M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $4.9M 0.00% of portfolio |
E Elevation Capital Advisory, LLC RIA/Wealth | $4.7M 1.89% of portfolio |
L LPL Financial LLC Institution | $1.9M 0.00% of portfolio |
 Perigon Wealth Management, LLC RIA/Wealth | $1.5M 0.03% of portfolio |
 Kestra Advisory Services, LLC RIA/Wealth | $1.3M 0.01% of portfolio |
R ROYAL BANK OF CANADA Institution | $1.2M 0.00% of portfolio |
 Kovack Advisors, Inc. RIA/Wealth | $893.9K 0.08% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $870.0K 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $547.0K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IYLD in Q3 2025
- Traded
- +$2.3M
- Buyers
- 24
- Sellers
- 24
- Total Bought
- +$7.6M
- Total Sold
- −$5.2M
- Avg Position
- $547.7K
Biggest Buyers
| Institution | Net Bought |
|---|---|
E Elevation Capital Advisory, LLC RIA/Wealth | +$4.7M +222.1K shares |
BANK OF AMERICA CORP /DE/ Institution | +$564.5K +26.5K shares |
J JANE STREET GROUP, LLC Institution | +$541.9K +25.5K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$353.5K +16.6K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$317.2K +14.9K shares |
Perigon Wealth Management, LLC RIA/Wealth | +$207.3K +9.7K shares |
 Janney Montgomery Scott LLC RIA/Wealth | +$203.6K +9.6K shares |
 LVW Advisors, LLC RIA/Wealth | +$200.6K +9.4K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$81.2K +3.8K shares |
 IFP Advisors, Inc RIA/Wealth | +$78.8K +3.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Kestra Advisory Services, LLC RIA/Wealth | −$2.7M −126.5K shares |
W WIN ADVISORS, INC RIA/Wealth | −$836.2K −40.3K shares |
R ROYAL BANK OF CANADA Institution | −$466.2K −21.9K shares |
 SILVER OAK SECURITIES, Inc RIA/Wealth | −$435.3K −21.0K shares |
Kovack Advisors, Inc. RIA/Wealth | −$210.8K −9.9K shares |
A Advisor Group Holdings, Inc. Institution | −$127.3K −6.0K shares |
D DAVIDSON D A & CO Institution | −$105.6K −5.0K shares |
 First Heartland Consultants, Inc. RIA/Wealth | −$99.7K −4.7K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$72.1K −3.4K shares |
−$66.6K −3.1K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IYLD in Q3 2025
- New Positions
- 3
- New Value
- $60.3K
- Exited Positions
- 3
- Exited Value
- $1.3M
New Positions
| Institution | Position Value |
|---|---|
 Triumph Capital Management RIA/Wealth | $48.5K 2.3K shares |
 Anchor Investment Management, LLC RIA/Wealth | $7.9K 371.0 shares |
C CLEAR INVESTMENT RESEARCH, LLC RIA/Wealth | $3.9K 184.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
W WIN ADVISORS, INC RIA/Wealth | $836.2K 40.3K shares |
SILVER OAK SECURITIES, Inc RIA/Wealth | $435.3K 21.0K shares |
 AE Wealth Management LLC RIA/Wealth | $4.2K 200.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in IYLD as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with IYLD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
E Elevation Capital Advisory, LLC RIA/Wealth | 1.89% $4.7M |
Kovack Advisors, Inc. RIA/Wealth | 0.08% $893.9K |
Perigon Wealth Management, LLC RIA/Wealth | 0.03% $1.5M |
First Heartland Consultants, Inc. RIA/Wealth | 0.03% $349.1K |
LVW Advisors, LLC RIA/Wealth | 0.02% $200.6K |
 FIFTH THIRD SECURITIES, INC. RIA/Wealth | 0.01% $208.2K |
Triumph Capital Management RIA/Wealth | 0.01% $48.5K |
C Coconut Grove Bank Institution | 0.01% $83.9K |
 IHT Wealth Management, LLC RIA/Wealth | 0.01% $261.6K |
Kestra Advisory Services, LLC RIA/Wealth | 0.01% $1.3M |
Hedge Fund Spotlight
Discover hedge funds investing in IYLD
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in iShares Morningstar Multi-Asset Income
- Market Value
- $317.2K
- Shares Held
- 14.9K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
