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