iShares Morningstar Multi-Asset Income ETF (IYLD)

• Market cap: $116M
• 1 day: 0.20%
• 5 days: 0.81%
• 1 month: 1.54%
• 3 months: -2.60%
• 6 months: -1.20%
• Year to date: 1.43%
• 1 year: 0.76%
• 5 years: -23.32%
• 10 years: -23.91%

Fund manager confidence

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

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

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: 25.0% [Q2] → 21.46% (-3.54%) [Q3]

9% less capital invested

Capital invested by funds: $28.3M [Q2] → $25.7M (-$2.57M) [Q3]