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iShares ESG Advanced High Yield Corporate Bond ETF
HYXF

58 hedge funds and large institutions have $44.5M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

4.45% more ownership

Funds ownership: 40.66% → 45.11% (+4.5%)

4% more funds holding

Funds holding: 56 → 58 (+2)

8% less capital invested

Capital invested by funds: $48.6M → $44.5M (-$4.05M)

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
26
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWG
Summit Wealth Group
Vermont
+$6.76M
2
BlackRock
BlackRock
New York
+$2.09M
3
SWM
SigFig Wealth Management
California
+$824K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$644K
5
KAS
Kestra Advisory Services
Texas
+$410K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.1M
2
NA
Nottingham Advisors
New York
-$1.49M
3
FTUS
Flow Traders U.S.
New York
-$708K
4
MM
Main Management
California
-$444K
5
UBS Group
UBS Group
Switzerland
-$286K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$464K +$24.6K +559 +6%
TDWM
27
Topel & Distasi Wealth Management
California
$425K +$122K +2,764 +41%
LFG
28
Larson Financial Group
Missouri
$417K -$616 -14 -0.1%
Lido Advisors
29
Lido Advisors
California
$399K – – –
CAG
30
Curtis Advisory Group
California
$386K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$355K +$69.6K +1,582 +25%
CWM
32
Congress Wealth Management
Massachusetts
$351K +$45.5K +1,034 +15%
MML Investors Services
33
MML Investors Services
Massachusetts
$315K -$5.41K -123 -2%
BAAM
34
Baker Avenue Asset Management
California
$300K – – –
NA
35
Nottingham Advisors
New York
$287K -$1.49M -33,875 -84%
OCM
36
One Capital Management
California
$264K +$2.2K +50 +0.8%
MM
37
Main Management
California
$254K -$444K -10,083 -64%
HNB
38
Huntington National Bank
Ohio
$245K – – –
AIP
39
Ameritas Investment Partners
Nebraska
$234K +$1.63K +37 +0.7%
MIA
40
Milestone Investment Advisors
Wisconsin
$214K +$78.1K +1,775 +58%
AssetMark Inc
41
AssetMark Inc
California
$204K +$202K +4,593 New
IA
42
IFP Advisors
Florida
$182K -$70.3K -1,597 -30%
HWM
43
Horizons Wealth Management
North Carolina
$72.7K – – –
AIA
44
Armor Investment Advisors
North Carolina
$70.2K – – –
FCG
45
Financial Connections Group
California
$62K +$61.6K +1,399 New
CCA
46
Column Capital Advisors
Indiana
$61.7K +$61.2K +1,391 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$39K +$264 +6 +0.7%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$38.1K +$16.4K +373 +77%
Wells Fargo
49
Wells Fargo
California
$37.5K +$36.4K +827 +4,594%
AAS
50
Ameritas Advisory Services
Nebraska
$33K +$32.8K +745 New
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HYXF Hedge Fund Activity: Q1 2023 in Review

58 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q1 2023, worth a combined $44.5M — down 8.3% from $48.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HYXF positions and 4 closed out — a net gain of 3 holders — while 26 added to existing stakes and 16 trimmed.

The largest buyer was Summit Wealth Group, opening a new position worth an estimated $6.76M. The largest seller was Jane Street, cutting an estimated $3.1M.

  • 58 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q1 2023, up from 56 in Q4 2022.
  • Funds reported $44.5M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q1 2023, down 8.3% quarter-over-quarter.
  • 7 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q1 2023 and 4 closed out, a net change of +3 holders.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $6.76M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q1 2023 was Jane Street, an estimated $3.1M sold.

Based on aggregated 13F filings for Q1 2023.