iShares Morningstar Multi-Asset Income ETF (IYLD)

• Market cap: $111M
• 1 day: -0.56%
• 5 days: -1.91%
• 1 month: -2.73%
• 3 months: -5.23%
• 6 months: -1.61%
• Year to date: -1.16%
• 1 year: -1.95%
• 5 years: -23.86%
• 10 years: -24.86%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

6% more funds holding

Funds holding: 51 [Q2] → 54 (+3) [Q3]

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

3.54% less ownership

Funds ownership: 24.58% [Q2] → 21.04% (-3.54%) [Q3]

9% less capital invested

Capital invested by funds: $27.8M [Q2] → $25.2M (-$2.58M) [Q3]