HYXF icon

iShares ESG Advanced High Yield Corporate Bond ETF

56 hedge funds and large institutions have $48.6M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
21
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCWS
26
McKinley Carter Wealth Services
West Virginia
$588K -$4.71K -109 -0.8%
NA
27
NewEdge Advisors
Louisiana
$521K +$521K +12,659 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$428K +$6.87K +159 +2%
LFG
29
Larson Financial Group
Missouri
$407K -$1.6K -37 -0.4%
Lido Advisors
30
Lido Advisors
California
$389K
CAG
31
Curtis Advisory Group
California
$376K +$376K +8,689 New
MML Investors Services
32
MML Investors Services
Massachusetts
$312K -$43 -1 -0%
CWM
33
Congress Wealth Management
Massachusetts
$297K +$58.5K +1,353 +25%
TDWM
34
Topel & Distasi Wealth Management
California
$294K +$2.94K +68 +1%
BAAM
35
Baker Avenue Asset Management
California
$292K +$778 +18 +0.3%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$278K +$137K +3,175 +98%
IA
37
IFP Advisors
Florida
$262K -$40.4K -808 -13%
OCM
38
One Capital Management
California
$255K +$8.64K +200 +4%
HNB
39
Huntington National Bank
Ohio
$238K -$40K
AIP
40
Ameritas Investment Partners
Nebraska
$226K -$57.3K -1,326 -20%
KAS
41
Kestra Advisory Services
Texas
$219K -$11.2K -258 -5%
SSWM
42
Sheets Smith Wealth Management
North Carolina
$201K +$201K +4,646 New
MIA
43
Milestone Investment Advisors
Wisconsin
$132K +$132K +3,045 New
IGWM
44
ICA Group Wealth Management
Colorado
$86.4K +$86.4K +2,000 New
HWM
45
Horizons Wealth Management
North Carolina
$71K -$42.3K -976 -37%
AIA
46
Armor Investment Advisors
North Carolina
$68.4K -$3.63K -84 -5%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$38K -$9.83K -228 -21%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$21K +$11.6K +269 +124%
MWM
49
Mascoma Wealth Management
New Hampshire
$16.6K
ASN
50
Advisory Services Network
Georgia
$13.1K +$13.1K +304 New