iShares Morningstar Multi-AsIYLDETF
13F holders, Q1 2025 (March 31)52holders
6new positions
6sold out
2famous investors
$20.08avg. 13F price*
At the end of Q1 2025, 52 institutions reported holding iShares Morningstar Multi-As (IYLD) in their 13F filings, unchanged from Q4 2024. 6 opened new positions and 6 sold out. The largest holders were Elevation Capital Advisory, LLC ($5.4M), Bank of America Corp. ($4.1M) and Morgan Stanley ($3.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Morningstar Multi-As
- CUSIP
- 46432F875
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $6.9M |
| Exits | 6 | $6.1M |
All 13F filers, Q4 2024 → Q1 2025: 414,310 shares bought and 603,152 shares sold, net −188,842 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Elevation Capital Advisory, LLC | 2.35% | New | 268,791 | $5.4M |
| Bank of America Corp. | 0.00% | Add +34.4% | 202,498 | $4.1M |
| Morgan Stanley | 0.00% | Reduce -4.0% | 180,748 | $3.6M |
| LPL Financial LLC | 0.00% | Add +0.5% | 84,156 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -69.0% | 73,574 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -79.1% | 62,744 | $1.3M |
| Perigon Wealth Management, LLC | 0.03% | Add +3.3% | 56,181 | $1.1M |
| Kovack Advisors, Inc. | 0.11% | Add +16.7% | 53,405 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Add +4.5% | 39,900 | $801K |
| Jane Street Group, LLC | 0.00% | New | 39,126 | $786K |
| Mycio Wealth Partners, LLC | 0.18% | No change | 37,037 | $744K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.9% | 36,974 | $742K |
| Ameritas Advisory Services, LLC | 0.03% | New | 33,908 | $681K |
| Osaic Holdings, Inc. | 0.00% | Reduce -49.5% | 26,640 | $535K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 25,762 | $517K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -4.3% | 23,078 | $463K |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.9% | 22,938 | $461K |
| Wells Fargo & Company | 0.00% | Add +1.3% | 22,142 | $445K |
| HighTower Advisors, LLC | 0.00% | Add +2.4% | 21,025 | $422K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -44.9% | 16,350 | $328K |
| D.A. Davidson & Co. | 0.00% | Reduce -30.7% | 16,301 | $327K |
| MML Investors Services, LLC | 0.00% | Reduce -0.3% | 15,399 | $309K |
| Worth Financial Advisory Group, LLC | 0.18% | Reduce -5.7% | 14,001 | $281K |
| Citadel Advisors | 0.00% | Reduce -44.9% | 13,667 | $274K |
| IHT Wealth Management, LLC | 0.01% | Reduce -6.9% | 12,693 | $255K |
| Hancock Whitney Corp. | 0.01% | Reduce -0.6% | 12,259 | $246K |
| Stifel Financial Corp. | 0.00% | Add +1.3% | 11,136 | $224K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -21.4% | 10,076 | $202K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 10,000 | $201K |
| AQR Capital Management | 0.00% | No change | 10,000 | $201K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 6,604 | $133K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -65.8% | 5,953 | $120K |
| Jones Financial Companies LLLP | 0.00% | Add +67.9% | 5,864 | $118K |
| UBS Group AG | 0.00% | Reduce -5.3% | 5,435 | $109K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.1% | 4,724 | $95K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.9% | 4,030 | $81K |
| Grove Bank & Trust | 0.01% | No change | 3,942 | $79K |
| NewEdge Advisors, LLC | 0.00% | Add +77.9% | 3,484 | $70K |
| N.E.W. Advisory Services LLC | 0.00% | New | 2,916 | $59K |
| National Bank of Canada | 0.00% | No change | 1,336 | $27K |
| Principal Securities, Inc. | 0.00% | No change | 1,362 | $27K |
| CX Institutional | 0.00% | New | 1,026 | $21K |
| CoreCap Advisors, LLC | 0.00% | Reduce -11.8% | 821 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 769 | $15K |
| PSI Advisors, LLC | 0.00% | Reduce -32.7% | 643 | $13K |
| Creekmur Asset Management LLC | 0.00% | No change | 554 | $11K |
| IFP Advisors, Inc | 0.00% | No change | 401 | $8K |
| Founders Financial Alliance, LLC | 0.00% | No change | 400 | $8K |
| Harbour Investments, Inc. | 0.00% | Reduce -56.4% | 375 | $8K |
| Sunbelt Securities, Inc. | 0.00% | No change | 205 | $4K |
| AE Wealth Management LLC | 0.00% | New | 200 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 188 | $4K |
"% of holder's portfolio" is IYLD's weight in each manager's 13F, not the share of iShares Morningstar Multi-As the manager owns.