iShares Morningstar Multi-Asset Income ETF (IYLD)

• Market cap: $115M
• 1 day: 0.71%
• 5 days: 2.16%
• 1 month: -2.07%
• 3 months: 0.76%
• 6 months: -3.32%
• Year to date: 1.43%
• 1 year: 1.90%
• 5 years: -5.30%
• 10 years: -23.76%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

46% more capital invested

Capital invested by funds: $25.2M [Q3] → $36.9M (+$11.7M) [Q4]

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

7.95% more ownership

Funds ownership: 21.05% [Q3] → 29.0% (+7.95%) [Q4]

5% less funds holding

Funds holding: 55 [Q3] → 52 (-3) [Q4]

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7