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iShares ESG Advanced High Yield Corporate Bond ETF
HYXF

67 hedge funds and large institutions have $75.1M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

145% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 11

53% more capital invested

Capital invested by funds: $49.1M → $75.1M (+$25.9M)

31% more funds holding

Funds holding: 51 → 67 (+16)

10.84% more ownership

Funds ownership: 33.96% → 44.8% (+11%)

Holders
67
Holders Change
+16
Holders Change %
+31.37%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
27
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.1M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$3.31M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.79M
4
BlackRock
BlackRock
New York
+$2.51M
5
FTUS
Flow Traders U.S.
New York
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.92M
2
Jane Street
Jane Street
New York
-$1M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$855K
4
GAG
GM Advisory Group
New York
-$800K
5
HNW
High Note Wealth
Minnesota
-$502K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$703K -$855K -17,299 -54%
HGWM
27
Harvest Group Wealth Management
Massachusetts
$687K +$699K +14,148 New
MLIC
28
Mandatum Life Insurance Company
Finland
$686K +$428K +8,665 +159%
VCP
29
Verus Capital Partners
Arizona
$638K +$686K +13,877 New
RCS
30
Retirement Capital Strategies
California
$621K +$650K +13,156 New
MCWS
31
McKinley Carter Wealth Services
West Virginia
$620K +$176K +3,558 +39%
WCFA
32
Walkner Condon Financial Advisors
Wisconsin
$565K +$575K +11,628 New
RJA
33
Raymond James & Associates
Florida
$536K -$59K -1,194 -10%
DT
34
Diversified Trust
Tennessee
$531K +$541K +10,938 New
Goldman Sachs
35
Goldman Sachs
New York
$509K +$33.9K +686 +7%
SSWM
36
Sheets Smith Wealth Management
North Carolina
$494K -$384K -7,769 -43%
LFG
37
Larson Financial Group
Missouri
$424K -$11.5K -232 -3%
KAS
38
Kestra Advisory Services
Texas
$394K +$80.5K +1,628 +25%
BAAM
39
Baker Avenue Asset Management
California
$328K +$4.65K +94 +1%
EH
40
Equitable Holdings
New York
$304K +$309K +6,249 New
IA
41
IFP Advisors
Florida
$302K +$82.3K +1,664 +38%
TDWM
42
Topel & Distasi Wealth Management
California
$300K +$305K +6,168 New
AIP
43
Ameritas Investment Partners
Nebraska
$270K +$275K +5,570 New
OCM
44
One Capital Management
California
$252K +$37.7K +762 +17%
WTC
45
WhitTier Trust Company
Nevada
$224K – – –
Prudential Financial
46
Prudential Financial
New Jersey
$219K +$223K +4,502 New
PAS
47
Park Avenue Securities
New York
$218K +$222K +4,484 New
WP
48
WealthSource Partners
California
$212K +$215K +4,355 New
VHAM
49
Van Hulzen Asset Management
California
$211K +$215K +4,345 New
HNW
50
High Note Wealth
Minnesota
$201K -$502K -10,160 -71%
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HYXF Hedge Fund Activity: Q1 2022 in Review

67 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q1 2022, worth a combined $75.1M — up 53% from $49.1M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HYXF positions and 4 closed out — a net gain of 19 holders — while 27 added to existing stakes and 11 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $11.1M. The largest seller was UBS Group, cutting an estimated $1.92M.

  • 67 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q1 2022, up from 51 in Q4 2021.
  • Funds reported $75.1M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q1 2022, up 53% quarter-over-quarter.
  • 23 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q1 2022 and 4 closed out, a net change of +19 holders.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $11.1M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q1 2022 was UBS Group, an estimated $1.92M sold.

Based on aggregated 13F filings for Q1 2022.