iShares Morningstar Multi-Asset Income ETF (IYLD)

• Market cap: $112M
• 1 day: 0.15%
• 5 days: -0.15%
• 1 month: 0.30%
• 3 months: -0.15%
• 6 months: -1.62%
• Year to date: 2.56%
• 1 year: 0.86%
• 5 years: -14.43%
• 10 years: -21.68%

Fund manager confidence

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

44% more capital invested

Capital invested by funds: $25.7M [Q3] → $37M (+$11.2M) [Q4]

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

7.53% more ownership

Funds ownership: 21.47% [Q3] → 29.0% (+7.53%) [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