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iShares ESG Advanced High Yield Corporate Bond ETF
HYXF

54 hedge funds and large institutions have $47.3M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

27% more capital invested

Capital invested by funds: $37.2M → $47.3M (+$10.1M)

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

10% more funds holding

Funds holding: 49 → 54 (+5)

7.53% more ownership

Funds ownership: 32.87% → 40.4% (+7.5%)

Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$8.1M
2
SWM
SigFig Wealth Management
California
+$880K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$665K
4
CCM
Colorado Capital Management
Colorado
+$587K
5
FNWM
Financial Network Wealth Management
Utah
+$349K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$466K
2
NA
Nottingham Advisors
New York
-$272K
3
Osaic Holdings
Osaic Holdings
Arizona
-$206K
4
NYLIM
New York Life Investment Management
New York
-$194K
5
BAAM
Baker Avenue Asset Management
California
-$148K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
Congress Wealth Management
Massachusetts
$463K +$112K +2,560 +31%
TDWM
27
Topel & Distasi Wealth Management
California
$455K +$42K +958 +10%
AIP
28
Ameritas Investment Partners
Nebraska
$439K +$211K +4,812 +90%
Bank of America
29
Bank of America
North Carolina
$421K +$192K +4,385 +82%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$325K -$1.71K -39 -0.5%
NYLIM
31
New York Life Investment Management
New York
$279K -$194K -4,430 -41%
OCM
32
One Capital Management
California
$257K – – –
CAG
33
Curtis Advisory Group
California
$247K -$130K -2,966 -34%
HNB
34
Huntington National Bank
Ohio
$238K – – –
MML Investors Services
35
MML Investors Services
Massachusetts
$222K -$44.7K -1,019 -17%
AF
36
Allworth Financial
California
$212K +$215K +4,897 New
MIA
37
Milestone Investment Advisors
Wisconsin
$157K -$58.3K -1,330 -27%
BAAM
38
Baker Avenue Asset Management
California
$147K -$148K -3,365 -50%
SSWM
39
Sheets Smith Wealth Management
North Carolina
$129K +$131K +2,993 New
IA
40
IFP Advisors
Florida
$99.9K – – –
JP Morgan Chase
41
JP Morgan Chase
New York
$89.9K +$91.3K +2,081 New
Wells Fargo
42
Wells Fargo
California
$79K +$1.49K +34 +2%
CCA
43
Column Capital Advisors
Indiana
$72K +$1.18K +27 +2%
FCG
44
Financial Connections Group
California
$68K +$14.7K +334 +27%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$59.3K +$16.8K +383 +39%
HWM
46
Horizons Wealth Management
North Carolina
$56.1K -$14.9K -340 -21%
S
47
Syntrinsic
Colorado
$51.2K +$52.8K +1,204 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$39K +$483 +11 +1%
AIA
49
Armor Investment Advisors
North Carolina
$15.5K -$17K -388 -52%
Morgan Stanley
50
Morgan Stanley
New York
$10.5K -$41.2K -939 -79%
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HYXF Hedge Fund Activity: Q3 2023 in Review

54 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q3 2023, worth a combined $47.3M — up 27% from $37.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HYXF positions and 4 closed out — a net gain of 5 holders — while 21 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $8.1M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $466K sold.

  • 54 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q3 2023, up from 49 in Q2 2023.
  • Funds reported $47.3M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q3 2023, up 27% quarter-over-quarter.
  • 9 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q3 2023 and 4 closed out, a net change of +5 holders.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q3 2023 was Jane Street, an estimated $8.1M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q3 2023 was Flow Traders U.S., an estimated $466K sold.

Based on aggregated 13F filings for Q3 2023.