IYLD — ISHARES MORNINGSTAR MULTI-AS
As of Q2 2026, 6 SEC-registered investment managers reported holding IYLD (ISHARES MORNINGSTAR MULTI-AS) in their latest 13F filings, with a combined reported value of $14.96M across 675.59K shares. That is +4.9% by share count (+31.55K shares) versus the previous quarter, while reported value moved +6.9%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 4 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 327.82K | $7.26M | 0.00% | Add |
| Bank of America Corp history | 266.66K | $5.91M | 0.00% | Add |
| Wells Fargo & Co history | 47.96K | $1.06M | 0.00% | Add |
| JPMorgan Chase & Co history | 22.54K | $500.02K | 0.00% | New |
| UBS Group AG history | 10.61K | $235.00K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1 | $22 | 0.00% | Hold |
Q1 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 324.74K | $7.06M | 0.00% | Hold |
| Bank of America Corp history | 262.69K | $5.71M | 0.00% | Add |
| Wells Fargo & Co history | 47.62K | $1.03M | 0.00% | Reduce |
| UBS Group AG history | 8.99K | $195.27K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1 | $22 | 0.00% | New |
Q4 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 325.87K | $6.98M | 0.00% | Add |
| Bank of America Corp history | 237.70K | $5.09M | 0.00% | Add |
| Wells Fargo & Co history | 50.77K | $1.09M | 0.00% | Add |
| Citadel Advisors history | 47.18K | $1.01M | 0.00% | Add |
| JPMorgan Chase & Co history | 22.54K | $482.74K | 0.00% | Hold |
| UBS Group AG history | 9.53K | $204.15K | 0.00% | Add |
Q3 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 306.66K | $6.53M | 0.00% | Hold |
| Bank of America Corp history | 229.68K | $4.89M | 0.00% | Add |
| Wells Fargo & Co history | 25.71K | $547.04K | 0.00% | Add |
| JPMorgan Chase & Co history | 22.54K | $479.59K | 0.00% | Reduce |
| Citadel Advisors history | 14.91K | $317.24K | 0.00% | New |
| UBS Group AG history | 8.81K | $187.56K | 0.00% | Add |
Q2 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 305.47K | $6.34M | 0.00% | Add |
| Bank of America Corp history | 203.15K | $4.22M | 0.00% | Hold |
| JPMorgan Chase & Co history | 22.77K | $472.63K | 0.00% | Reduce |
| Wells Fargo & Co history | 22.14K | $459.55K | 0.00% | Hold |
| UBS Group AG history | 6.17K | $127.96K | 0.00% | Add |
Q1 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 202.50K | $4.07M | 0.00% | Add |
| Morgan Stanley history | 180.75K | $3.63M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 22.94K | $460.60K | 0.00% | Reduce |
| Wells Fargo & Co history | 22.14K | $444.60K | 0.00% | Add |
| Citadel Advisors history | 13.67K | $274.43K | 0.00% | Reduce |
| AQR Capital Management history | 10.00K | $200.80K | 0.00% | Hold |
| UBS Group AG history | 5.43K | $109.14K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 22.54K sh · $500.02K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 9 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 327.82K | 324.74K | 325.87K | 306.66K | 305.47K | 180.75K | 188.33K | 171.03K | 169.00K | 155.85K | 141.79K | 146.73K | 147.47K | 151.32K | 158.49K | 147.72K | 141.77K | 155.99K | 148.76K | 142.74K |
| Bank of America Corp | 266.66K | 262.69K | 237.70K | 229.68K | 203.15K | 202.50K | 150.71K | 135.57K | 78.77K | 77.04K | 250.07K | 267.86K | 273.76K | 270.58K | 105.67K | 201.81K | 205.87K | 234.35K | 241.98K | 297.63K |
| Wells Fargo & Co | 47.96K | 47.62K | 50.77K | 25.71K | 22.14K | 22.14K | 21.86K | 28.04K | 22.97K | 17.37K | 9.03K | 11.38K | 11.38K | 14.78K | 18.20K | 25.69K | 47.53K | 104.37K | 126.24K | 132.62K |
| JPMorgan Chase & Co | 22.54K | — | 22.54K | 22.54K | 22.77K | 22.94K | 23.61K | 24.29K | 24.62K | 25.07K | 25.15K | 25.44K | 190 | 190 | 132 | 2.56K | 2.56K | 2.56K | 2.56K | 2.30K |
| UBS Group AG | 10.61K | 8.99K | 9.53K | 8.81K | 6.17K | 5.43K | 5.74K | 6.45K | 6.66K | 6.66K | 8.74K | 10.40K | 10.60K | 12.31K | 19.26K | 13.74K | 14.52K | 16.79K | 81.21K | 12.92K |
| Fidelity Management & Research (FMR) | 1 | 1 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 6 | 3 | — |
| Citadel Advisors | — | — | 47.18K | 14.91K | — | 13.67K | 24.79K | — | 21.25K | — | — | — | 22.61K | — | 47.66K | — | 15.19K | — | — | — |
| AQR Capital Management | — | — | — | — | — | 10.00K | 10.00K | 10.00K | — | — | — | — | — | — | — | — | — | — | — | — |
| PNC Financial Services | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 800 | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details