Who Owns iShares Morningstar Multi-Asset Income ETF (IYLD)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$4.0000003000000117e+145T
% of Float Held
—
QoQ Change in Holders
+9 / -8
Price History
IYLD — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Increased | +8K | +$4.0B |
| ROYAL BANK OF CANADA | Increased | +135K | +$1.8B |
| WIN ADVISORS, INC | New Position | +43K | +$911.0M |
| CITADEL ADVISORS LLC | Increased | +32K | +$682.8M |
| WELLS FARGO & COMPANY/MN | Increased | +25K | +$453.0M |
| Tempus Wealth Planning, LLC | New Position | +20K | +$428.0M |
| Kovack Advisors, Inc. | Increased | +13K | +$283.1M |
| Worth Financial Advisory Group, LLC | New Position | +12K | +$249.0M |
| US BANCORP \DE\ | New Position | +3K | +$67.0M |
| N.E.W. Advisory Services LLC | New Position | +3K | +$62.0M |
| Geneos Wealth Management Inc. | New Position | +2K | +$43.0M |
| UBS Group AG | Increased | +717 | +$16.4M |
| Perigon Wealth Management, LLC | New Position | +77K | +$1.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New Position | +12K | +$258K |
| LVW Advisors, LLC | New Position | +9K | +$201K |
IYLD — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| JANE STREET GROUP, LLC | Decreased | -2K | -$541.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Closed Position | -17K | -$353.5M |
| FIFTH THIRD SECURITIES, INC. | Closed Position | -10K | -$208.2M |
| NewEdge Advisors, LLC | Closed Position | -2K | -$50.1M |
| Advisory Services Network, LLC | Closed Position | -750 | -$16.0M |
| Creekmur Asset Management LLC | Closed Position | -554 | -$11.8M |
| Anchor Investment Management, LLC | Closed Position | -371 | -$7.9M |
| CLEAR INVESTMENT RESEARCH, LLC | Closed Position | -184 | -$3.9M |
| Triumph Capital Management | Decreased | -54 | -$1.5M |
| Kestra Advisory Services, LLC | Decreased | -2K | -$258K |
| PRINCIPAL SECURITIES, INC. | Closed Position | -2K | -$36K |
| Farther Finance Advisors, LLC | Decreased | -16 | -$-203K |
Top Institutional Holders(Q4 2025)
IYLD Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 53 | $12.7B | +11 |
| Q3 2025 | 42 | $9.8B | -4 |
| Q2 2025 | 46 | $17.4B | -6 |
| Q1 2025 | 52 | $26.4B | +3 |
| Q4 2024 | 49 | $1.3T | +2 |
| Q3 2024 | 47 | $3.5T | +0 |
| Q2 2024 | 47 | $2.0T | +9 |
| Q1 2024 | 38 | $270.6T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold IYLD (iShares Morningstar Multi-Asset Income ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $4.0B in shares. This quarter, 9 institutions opened new positions and 8 closed their positions.
Frequently Asked Questions
How many hedge funds own IYLD?
As of Q4 2025, 50 institutional investors report holding IYLD (iShares Morningstar Multi-Asset Income ETF) in their 13F filings.
Who is the largest institutional holder of IYLD?
The largest institutional holder of IYLD is BANK OF AMERICA CORP /DE/ with $4.0B in shares.
Is institutional ownership of IYLD increasing or decreasing?
This quarter, 9 institutions opened new positions in IYLD and 8 closed their positions.