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iShares ESG Advanced High Yield Corporate Bond ETF

58 hedge funds and large institutions have $69.5M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.76% more ownership

Funds ownership: 44.8%47.56% (+2.8%)

7% less capital invested

Capital invested by funds: $75.1M → $69.5M (-$5.56M)

13% less funds holding

Funds holding: 6758 (-9)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

53% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 17

Holders
58
Holders Change
-9
Holders Change %
-13.43%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
Reduced
23
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
26
McKinley Carter Wealth Services
West Virginia
$600K +$46.6K +1,017 +8%
RCS
27
Retirement Capital Strategies
California
$573K +$779 +17 +0.1%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$563K -$69.9K -1,526 -11%
SWM
29
SigFig Wealth Management
California
$481K +$506K +11,031 New
Goldman Sachs
30
Goldman Sachs
New York
$426K -$31.4K -686 -7%
LFG
31
Larson Financial Group
Missouri
$391K +$11.7K +256 +3%
RJA
32
Raymond James & Associates
Florida
$387K -$97.8K -2,133 -19%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$363K +$382K +8,326 New
IA
34
IFP Advisors
Florida
$302K
KAS
35
Kestra Advisory Services
Texas
$296K -$59.8K -1,305 -16%
TDWM
36
Topel & Distasi Wealth Management
California
$295K +$27.7K +605 +10%
BAAM
37
Baker Avenue Asset Management
California
$294K
AIP
38
Ameritas Investment Partners
Nebraska
$284K +$44.2K +965 +17%
MML Investors Services
39
MML Investors Services
Massachusetts
$272K -$528K -11,514 -65%
WWA
40
WCG Wealth Advisors
Nevada
$265K +$279K +6,077 New
OCM
41
One Capital Management
California
$226K
EH
42
Equitable Holdings
New York
$214K -$61.6K -1,344 -22%
SSWM
43
Sheets Smith Wealth Management
North Carolina
$211K -$243K -5,304 -52%
PCG
44
Private Capital Group
Connecticut
$161K
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$145K -$22.9K -500 -13%
HWM
46
Horizons Wealth Management
North Carolina
$121K +$120K +2,622 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$77K -$3.02M -65,834 -97%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$50K
HNB
49
Huntington National Bank
Ohio
$42K
COCM
50
Charter Oak Capital Management
New Hampshire
$27K -$2.11K -46 -7%

HYXF Hedge Fund Activity: Q2 2022 in Review

58 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q2 2022, worth a combined $69.5M — down 7.4% from $75.1M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of HYXF and 8 opened new positions — a net loss of 9 holders — while 23 trimmed existing stakes and 18 added.

The largest buyer was Flow Traders U.S., adding an estimated $15.8M. The largest seller was Envestnet Asset Management, cutting an estimated $10.4M.

  • 58 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q2 2022, down from 67 in Q1 2022.
  • Funds reported $69.5M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q2 2022, down 7.4% quarter-over-quarter.
  • 8 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q2 2022 and 17 closed out, a net change of -9 holders.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q2 2022 was Flow Traders U.S., an estimated $15.8M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2022.