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iShares ESG Advanced High Yield Corporate Bond ETF
HYXF

60 hedge funds and large institutions have $50.6M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

7% more funds holding

Funds holding: 56 → 60 (+4)

4% more capital invested

Capital invested by funds: $48.8M → $50.6M (+$1.82M)

0.94% less ownership

Funds ownership: 40.36% → 39.41% (-0.94%)

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% 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
25
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.18M
2
RCS
Retirement Capital Strategies
California
+$1.07M
3
CA
Cetera Advisors
Colorado
+$903K
4
SWM
SigFig Wealth Management
California
+$894K
5
CCM
Colorado Capital Management
Colorado
+$655K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.98M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$884K
3
BlackRock
BlackRock
New York
-$502K
4
NA
NewEdge Advisors
Louisiana
-$488K
5
VCP
Verus Capital Partners
Arizona
-$469K
Name Holding Trade Value Shares
Change 		Change in
Stake
PBF
26
Petix & Botte Financial
California
$613K +$609K +13,415 New
LFG
27
Larson Financial Group
Missouri
$587K +$83.3K +1,835 +17%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$572K -$59.3K -1,306 -9%
CWM
29
Congress Wealth Management
Massachusetts
$552K -$2.81K -62 -0.5%
AIP
30
Ameritas Investment Partners
Nebraska
$479K +$9.17K +202 +2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$331K -$18.4K -406 -5%
MCWS
32
McKinley Carter Wealth Services
West Virginia
$316K -$93.3K -2,054 -23%
OCM
33
One Capital Management
California
$275K – – –
CAG
34
Curtis Advisory Group
California
$261K – – –
HNB
35
Huntington National Bank
Ohio
$252K – – –
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$215K +$908 +20 +0.4%
Stifel Financial
37
Stifel Financial
Missouri
$213K +$6.76K +149 +3%
MML Investors Services
38
MML Investors Services
Massachusetts
$208K -$30K -661 -13%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$201K +$199K +4,390 New
Osaic Holdings
40
Osaic Holdings
Arizona
$186K -$72.2K -1,591 -28%
MIA
41
Milestone Investment Advisors
Wisconsin
$170K -$2.04K -45 -1%
AWM
42
Avior Wealth Management
Nebraska
$151K +$150K +3,308 New
Wells Fargo
43
Wells Fargo
California
$123K +$15.3K +338 +14%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$110K +$10.5K +232 +11%
CA
45
Continuum Advisory
Idaho
$104K +$105K +2,307 New
IGWM
46
ICA Group Wealth Management
Colorado
$91.4K – – –
FCG
47
Financial Connections Group
California
$63K -$6.08K -134 -9%
S
48
Syntrinsic
Colorado
$59.5K +$19.5K +429 +48%
HWM
49
Horizons Wealth Management
North Carolina
$59.1K – – –
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$53K +$3.68K +81 +7%
1
2
3

HYXF Hedge Fund Activity: Q1 2024 in Review

60 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q1 2024, worth a combined $50.6M — up 3.7% from $48.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HYXF positions and 5 closed out — a net gain of 4 holders — while 25 added to existing stakes and 19 trimmed.

The largest buyer was UBS Group, adding an estimated $1.18M. The largest seller was Jane Street, cutting an estimated $2.98M.

  • 60 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q1 2024, up from 56 in Q4 2023.
  • Funds reported $50.6M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q1 2024, up 3.7% quarter-over-quarter.
  • 9 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q1 2024 and 5 closed out, a net change of +4 holders.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q1 2024 was UBS Group, an estimated $1.18M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q1 2024 was Jane Street, an estimated $2.98M sold.

Based on aggregated 13F filings for Q1 2024.