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iShares ESG Advanced High Yield Corporate Bond ETF

51 hedge funds and large institutions have $49.1M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

19% more capital invested

Capital invested by funds: $41.2M → $49.1M (+$7.92M)

19% more funds holding

Funds holding: 4351 (+8)

0.26% less ownership

Funds ownership: 34.22%33.96% (-0.26%)

Holders
51
Holders Change
+8
Holders Change %
+18.6%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
21
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$497K -$1.71M -33,155 -77%
MCWS
27
McKinley Carter Wealth Services
West Virginia
$475K +$476K +9,208 New
LFG
28
Larson Financial Group
Missouri
$463K +$164K +3,168 +55%
BAAM
29
Baker Avenue Asset Management
California
$344K -$202K -3,900 -37%
KAS
30
Kestra Advisory Services
Texas
$335K +$67.5K +1,305 +25%
Citadel Advisors
31
Citadel Advisors
Florida
$294K -$653K -12,618 -69%
MML Investors Services
32
MML Investors Services
Massachusetts
$282K +$283K +5,471 New
MLIC
33
Mandatum Life Insurance Company
Finland
$281K
WTC
34
WhitTier Trust Company
Nevada
$237K +$238K +4,600 New
SWP
35
Summit Wealth Partners
Florida
$233K +$1.09K +21 +0.5%
OCM
36
One Capital Management
California
$229K +$230K +4,440 New
IA
37
IFP Advisors
Florida
$226K +$879 +17 +0.4%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$195K +$114K +2,205 +139%
PCG
39
Private Capital Group
Connecticut
$191K
CFA
40
Carroll Financial Associates
North Carolina
$92K
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$60K +$12.9K +250 +28%
HNB
42
Huntington National Bank
Ohio
$50K
COCM
43
Charter Oak Capital Management
New Hampshire
$45K +$45.2K +874 New
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$35K +$35K +676 New
NFG
45
Next Financial Group
Texas
$31K
CB
46
Community Bank
New York
$13K
SPIA
47
Steward Partners Investment Advisory
New York
$10K
CFD
48
Creative Financial Designs
Indiana
$3K -$517 -10 -13%
GFPC
49
Global Financial Private Client
Florida
$2.58K
Fidelity Investments
50
Fidelity Investments
Massachusetts
$1K +$983 +19 New

HYXF Hedge Fund Activity: Q4 2021 in Review

51 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q4 2021, worth a combined $49.1M — up 19% from $41.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HYXF positions and 3 closed out — a net gain of 9 holders — while 21 added to existing stakes and 10 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $8.21M. The largest seller was Flow Traders U.S., cutting an estimated $1.71M.

  • 51 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q4 2021, up from 43 in Q3 2021.
  • Funds reported $49.1M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q4 2021, up 19% quarter-over-quarter.
  • 12 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q4 2021 and 3 closed out, a net change of +9 holders.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q4 2021 was BlackRock, an estimated $8.21M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q4 2021 was Flow Traders U.S., an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2021.