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iShares ESG Advanced High Yield Corporate Bond ETF

49 hedge funds and large institutions have $37.2M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

12.24% less ownership

Funds ownership: 45.11%32.87% (-12%)

16% less funds holding

Funds holding: 5849 (-9)

16% less capital invested

Capital invested by funds: $44.5M → $37.2M (-$7.33M)

89% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 9

Holders
49
Holders Change
-9
Holders Change %
-15.52%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
22
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
26
Curtis Advisory Group
California
$383K
CWM
27
Congress Wealth Management
Massachusetts
$360K +$11.2K +255 +3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$334K -$19K -433 -5%
BAAM
29
Baker Avenue Asset Management
California
$298K
MML Investors Services
30
MML Investors Services
Massachusetts
$272K -$41.2K -940 -13%
NA
31
Nottingham Advisors
New York
$272K -$13.6K -310 -5%
OCM
32
One Capital Management
California
$262K
HNB
33
Huntington National Bank
Ohio
$243K
Bank of America
34
Bank of America
North Carolina
$236K -$389K -8,859 -62%
AIP
35
Ameritas Investment Partners
Nebraska
$236K +$3.25K +74 +1%
MIA
36
Milestone Investment Advisors
Wisconsin
$219K +$6.8K +155 +3%
IA
37
IFP Advisors
Florida
$102K -$58.3K -1,329 -36%
IGWM
38
ICA Group Wealth Management
Colorado
$88.2K +$87.7K +2,000 New
Wells Fargo
39
Wells Fargo
California
$79.1K +$41.7K +950 +112%
CCA
40
Column Capital Advisors
Indiana
$72.3K +$10.9K +249 +18%
HWM
41
Horizons Wealth Management
North Carolina
$72.2K
FCG
42
Financial Connections Group
California
$55K -$6.23K -142 -10%
Morgan Stanley
43
Morgan Stanley
New York
$52.1K +$41.1K +937 +382%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$43.7K +$5.79K +132 +15%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$40K +$482 +11 +1%
AIA
46
Armor Investment Advisors
North Carolina
$32.9K -$36.6K -835 -53%
SS
47
Sunbelt Securities
Texas
$8.82K
DIP
48
DT Investment Partners
Pennsylvania
$5.77K
FFA
49
Farther Finance Advisors
California
$3.53K +$658 +15 +23%
CFD
50
Creative Financial Designs
Indiana
$1.79K +$44 +1 +3%

HYXF Hedge Fund Activity: Q2 2023 in Review

49 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q2 2023, worth a combined $37.2M — down 16% from $44.5M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of HYXF and 1 opened new positions — a net loss of 8 holders — while 18 trimmed existing stakes and 22 added.

The largest buyer was BlackRock, adding an estimated $1.01M. The largest seller was Jane Street, exiting entirely with an estimated $6.34M sold.

  • 49 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q2 2023, down from 58 in Q1 2023.
  • Funds reported $37.2M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q2 2023, down 16% quarter-over-quarter.
  • 1 fund opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q2 2023 and 9 closed out, a net change of -8 holders.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q2 2023 was BlackRock, an estimated $1.01M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q2 2023 was Jane Street, an estimated $6.34M sold.

Based on aggregated 13F filings for Q2 2023.