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iShares ESG Advanced High Yield Corporate Bond ETF
HYXF

43 hedge funds and large institutions have $41.2M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

9% more capital invested

Capital invested by funds: $37.7M → $41.2M (+$3.49M)

2% more funds holding

Funds holding: 42 → 43 (+1)

0.08% more ownership

Funds ownership: 34.14% → 34.22% (+0.08%)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
20
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$962K
2
UBS Group
UBS Group
Switzerland
+$893K
3
LPL Financial
LPL Financial
California
+$812K
4
NYLIM
New York Life Investment Management
New York
+$742K
5
HI
Harbour Investments
Wisconsin
+$595K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$1.68M
2
Goldman Sachs
Goldman Sachs
New York
-$775K
3
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$495K
4
DIA
Dana Investment Advisors
Wisconsin
-$424K
5
PWM
Prentice Wealth Management
New York
-$200K
Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
26
Larson Financial Group
Missouri
$303K +$23.1K +439 +8%
MLIC
27
Mandatum Life Insurance Company
Finland
$285K – – –
MM
28
Main Management
California
$273K +$17K +323 +7%
KAS
29
Kestra Advisory Services
Texas
$271K +$272K +5,178 New
Morgan Stanley
30
Morgan Stanley
New York
$262K +$263K +5,001 New
SWP
31
Summit Wealth Partners
Florida
$235K – – –
IA
32
IFP Advisors
Florida
$227K +$4.52K +86 +2%
Truist Financial
33
Truist Financial
North Carolina
$219K -$76K -1,447 -26%
PCG
34
Private Capital Group
Connecticut
$194K – – –
CFA
35
Carroll Financial Associates
North Carolina
$93K +$13.4K +255 +17%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$83K +$210 +4 +0.3%
PWM
37
Prentice Wealth Management
New York
$57K -$200K -3,812 -78%
HNB
38
Huntington National Bank
Ohio
$50K – – –
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$48K +$37K +704 +343%
NFG
40
Next Financial Group
Texas
$32K -$1.89K -36 -6%
CB
41
Community Bank
New York
$14K -$9.98K -190 -42%
SPIA
42
Steward Partners Investment Advisory
New York
$10K – – –
CFD
43
Creative Financial Designs
Indiana
$4K – – –
GFPC
44
Global Financial Private Client
Florida
$2.61K – – –
WCFA
45
Walkner Condon Financial Advisors
Wisconsin
– -$495K -9,437 Closed
DIA
46
Dana Investment Advisors
Wisconsin
– -$424K -8,070 Closed
Citigroup
47
Citigroup
New York
– -$32K -600 Closed
1
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HYXF Hedge Fund Activity: Q3 2021 in Review

43 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q3 2021, worth a combined $41.2M — up 9.3% from $37.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HYXF positions and 4 closed out — a net gain of 2 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $962K. The largest seller was Flow Traders U.S., cutting an estimated $1.68M.

  • 43 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q3 2021, up from 42 in Q2 2021.
  • Funds reported $41.2M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q3 2021, up 9.3% quarter-over-quarter.
  • 6 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q3 2021 and 4 closed out, a net change of +2 holders.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q3 2021 was Citadel Advisors, an estimated $962K added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q3 2021 was Flow Traders U.S., an estimated $1.68M sold.

Based on aggregated 13F filings for Q3 2021.