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iShares ESG Advanced High Yield Corporate Bond ETF
HYXF

58 hedge funds and large institutions have $58.8M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0% more funds holding

Funds holding: 58 → 58 (0)

2.7% less ownership

Funds ownership: 47.56% → 44.86% (-2.7%)

15% less capital invested

Capital invested by funds: $69.5M → $58.8M (-$10.7M)

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
21
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PWPCM
Perella Weinberg Partners Capital Management
New York
+$2.77M
2
FNWM
Financial Network Wealth Management
Utah
+$2.75M
3
SWM
SigFig Wealth Management
California
+$1.03M
4
AWS
Atria Wealth Solutions
New York
+$852K
5
Lido Advisors
Lido Advisors
California
+$403K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$11.4M
2
BlackRock
BlackRock
New York
-$2.12M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.15M
4
CF
Centaurus Financial
California
-$798K
5
Jane Street
Jane Street
New York
-$581K
Name Holding Trade Value Shares
Change 		Change in
Stake
NYLIM
26
New York Life Investment Management
New York
$629K -$260K -5,799 -28%
HGWM
27
Harvest Group Wealth Management
Massachusetts
$590K -$11.3K -253 -2%
MCWS
28
McKinley Carter Wealth Services
West Virginia
$578K -$2.95K -66 -0.5%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$411K -$143K -3,199 -25%
LFG
30
Larson Financial Group
Missouri
$398K +$20.5K +457 +5%
RJA
31
Raymond James & Associates
Florida
$381K +$6.76K +151 +2%
Lido Advisors
32
Lido Advisors
California
$379K +$403K +9,000 New
APA
33
Astoria Portfolio Advisors
New York
$354K +$376K +8,406 New
MML Investors Services
34
MML Investors Services
Massachusetts
$305K +$44.2K +987 +16%
IA
35
IFP Advisors
Florida
$302K +$224 +5 +0.1%
TDWM
36
Topel & Distasi Wealth Management
California
$292K -$1.39K -31 -0.5%
BAAM
37
Baker Avenue Asset Management
California
$284K – – –
AIP
38
Ameritas Investment Partners
Nebraska
$276K +$1.07K +24 +0.4%
WWA
39
WCG Wealth Advisors
Nevada
$248K -$9K -201 -3%
OCM
40
One Capital Management
California
$240K +$22.4K +500 +10%
CWM
41
Congress Wealth Management
Massachusetts
$233K +$247K +5,519 New
KAS
42
Kestra Advisory Services
Texas
$224K -$66.5K -1,485 -22%
EH
43
Equitable Holdings
New York
$209K +$2.01K +45 +0.9%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$137K -$3.58K -80 -2%
HWM
45
Horizons Wealth Management
North Carolina
$110K -$313 -7 -0.3%
US Bancorp
46
US Bancorp
Minnesota
$93K +$98.5K +2,200 New
CA
47
Clearstead Advisors
Ohio
$91K +$96.2K +2,149 New
AIA
48
Armor Investment Advisors
North Carolina
$70K +$74.6K +1,666 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$47K -$29.3K -655 -37%
HNB
50
Huntington National Bank
Ohio
$40K – – –
1
2
3

HYXF Hedge Fund Activity: Q3 2022 in Review

58 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q3 2022, worth a combined $58.8M — down 15% from $69.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HYXF positions and 9 closed out — a net gain of 1 holder — while 21 added to existing stakes and 20 trimmed.

The largest buyer was Perella Weinberg Partners Capital Management, opening a new position worth an estimated $2.77M. The largest seller was Flow Traders U.S., cutting an estimated $11.4M.

  • 58 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $58.8M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q3 2022, down 15% quarter-over-quarter.
  • 10 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q3 2022 and 9 closed out, a net change of +1 holder.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q3 2022 was Perella Weinberg Partners Capital Management, an estimated $2.77M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q3 2022 was Flow Traders U.S., an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2022.