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iShares ESG Advanced High Yield Corporate Bond ETF

42 hedge funds and large institutions have $37.7M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

8% more funds holding

Funds holding: 3942 (+3)

7% less capital invested

Capital invested by funds: $40.4M → $37.7M (-$2.72M)

6.8% less ownership

Funds ownership: 40.94%34.14% (-6.8%)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MM
26
Main Management
California
$257K
PWM
27
Prentice Wealth Management
New York
$257K +$47.6K +913 +23%
SWP
28
Summit Wealth Partners
Florida
$236K -$31.2K -598 -12%
IA
29
IFP Advisors
Florida
$225K +$68.3K +1,309 +44%
PCG
30
Private Capital Group
Connecticut
$194K
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$83K -$16.8K -323 -17%
CFA
32
Carroll Financial Associates
North Carolina
$80K +$79.5K +1,524 New
HI
33
Harbour Investments
Wisconsin
$65K +$64.9K +1,244 New
HNB
34
Huntington National Bank
Ohio
$50K
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$36K
NFG
36
Next Financial Group
Texas
$34K +$11.9K +229 +55%
Citigroup
37
Citigroup
New York
$32K
CB
38
Community Bank
New York
$24K +$1.56K +30 +7%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$11K +$10.7K +205 New
SPIA
40
Steward Partners Investment Advisory
New York
$10K
CFD
41
Creative Financial Designs
Indiana
$4K
GFPC
42
Global Financial Private Client
Florida
$2.62K
Jane Street
43
Jane Street
New York
-$4.06M -78,022 Closed
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
-$474K -9,090 Closed
OPS
45
Orion Portfolio Solutions
Nebraska
-$200K -3,847 Closed
Morgan Stanley
46
Morgan Stanley
New York
-$4K -76 Closed
Wells Fargo
47
Wells Fargo
California
+$52 +1 New

HYXF Hedge Fund Activity: Q2 2021 in Review

42 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q2 2021, worth a combined $37.7M — down 6.7% from $40.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HYXF positions and 4 closed out — a net gain of 3 holders — while 15 added to existing stakes and 11 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.96M. The largest seller was Jane Street, exiting entirely with an estimated $4.06M sold.

  • 42 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q2 2021, up from 39 in Q1 2021.
  • Funds reported $37.7M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q2 2021, down 6.7% quarter-over-quarter.
  • 7 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q2 2021 and 4 closed out, a net change of +3 holders.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q2 2021 was Goldman Sachs, an estimated $1.96M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q2 2021 was Jane Street, an estimated $4.06M sold.

Based on aggregated 13F filings for Q2 2021.