ISHARES MORNINGSTAR MULTI-AS (IYLD) Institutional Ownership Changes & 13F Activity

ISHARES MORNINGSTAR MULTI-AS (IYLD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Elevation Capital Advisory, Llc, Kestra Advisory Services, Llc, Royal Bank Of Canada, Jones Financial Companies Lllp, and Susquehanna International Group, Llp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-8,920-42.9%11,890$263.30KQ2 2026Sep 23, 2026
Royal Bank Of CanadaSell-26,294-37.1%44,490$985.00KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+25,109+118.9%46,233$1.02MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+24,027+64.2%61,455$1.36MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+14,718—14,718$325.93KQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+14,603—14,603$323.38KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+10,783+62.1%28,141$623.13KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+3,966+1.5%266,659$5.91MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+340+0.7%47,959$1.06MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-87-0.4%21,007$465.19KQ2 2026Aug 14, 2026
Steward Partners Investment Advisory, LlcSell-5,616-95.1%288$6.38KQ2 2026Aug 13, 2026
Morgan StanleyBuy+3,086+1.0%327,823$7.26MQ2 2026Aug 13, 2026
Ubs Group AgBuy+1,626+18.1%10,612$235.00KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+22,537—22,537$500.02KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-9,823-42.2%13,446$297.76KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+1,630—1,630$36.10KQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+5+0.0%10,015$221.78KQ2 2026Aug 12, 2026
Perigon Wealth Management, LlcBuy+15,176+19.6%92,520$2.05MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+2,942+21.7%16,495$365.27KQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+820+1.5%54,063$1.20MQ2 2026Aug 07, 2026
Geneos Wealth Management Inc.Buy+2,061+100.6%4,110$91.00KQ2 2026Aug 06, 2026
Worth Financial Advisory Group, LlcBuy+11,120—11,120$246.25KQ2 2026Jul 31, 2026
Cambridge Investment Research Advisors, Inc.Sell-306-1.2%24,359$539.00Q2 2026Jul 30, 2026
Commonwealth Equity Services, LlcSell-8,924-21.9%31,834$704.96KQ2 2026Jul 29, 2026
Kovack Advisors, Inc.Sell-6,044-9.8%55,380$1.23MQ2 2026Jul 29, 2026
Kestra Advisory Services, LlcSell-49,087-40.1%73,376$1.62MQ2 2026Jul 28, 2026
Institute For Wealth Management, Llc.Buy+86—86$1.91KQ2 2026Jul 28, 2026
Elevation Capital Advisory, LlcBuy+59,797—59,797$1.32MQ2 2026Jul 27, 2026
Cape Investment Advisory, Inc.Buy+188—188$4.16KQ2 2026Jul 23, 2026
Triumph Capital ManagementSell-18-0.8%2,205$48.83KQ2 2026Jul 21, 2026
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Frequently asked questions about IYLD activity

  • Which institutional owners are buying IYLD?

    Institutional owners buying IYLD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IYLD activity?

    "Buy" means an investor increased their reported position in IYLD compared to the prior reporting period. This reflects growing exposure to ISHARES MORNINGSTAR MULTI-AS (IYLD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IYLD increasing?

    Institutional interest in IYLD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.