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iShares ESG Advanced High Yield Corporate Bond ETF
HYXF

56 hedge funds and large institutions have $53.5M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 8

6% more capital invested

Capital invested by funds: $50.6M → $53.5M (+$2.85M)

0.27% less ownership

Funds ownership: 39.41% → 39.14% (-0.27%)

7% less funds holding

Funds holding: 60 → 56 (-4)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
56
Holders Change
-4
Holders Change %
-6.67%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
33
Reduced
8
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$1.09M
2
Osaic Holdings
Osaic Holdings
Arizona
+$989K
3
SWM
SigFig Wealth Management
California
+$946K
4
FGAM
Financial Gravity Asset Management
Texas
+$555K
5
FTUS
Flow Traders U.S.
New York
+$456K

Top Sellers

Rank Fund Capital Flow
1
LNC
Lincoln National Corp
Pennsylvania
-$979K
2
PBF
Petix & Botte Financial
California
-$613K
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$215K
4
Stifel Financial
Stifel Financial
Missouri
-$213K
5
MML Investors Services
MML Investors Services
Massachusetts
-$208K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$589K -$17.9K -396 -3%
CWM
27
Congress Wealth Management
Massachusetts
$561K +$15.1K +334 +3%
FGAM
28
Financial Gravity Asset Management
Texas
$557K +$555K +12,321 New
AIP
29
Ameritas Investment Partners
Nebraska
$518K +$44.4K +984 +9%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$514K +$186K +4,135 +57%
FTUS
31
Flow Traders U.S.
New York
$456K +$456K +10,105 New
HNB
32
Huntington National Bank
Ohio
$446K – – –
MCWS
33
McKinley Carter Wealth Services
West Virginia
$315K +$2.71K +60 +0.9%
OCM
34
One Capital Management
California
$291K +$19.2K +425 +7%
CAG
35
Curtis Advisory Group
California
$262K +$3.79K +84 +1%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$215K +$106K +2,361 +98%
BMD
37
Better Money Decisions
New Mexico
$214K +$213K +4,735 New
FTS
38
Fifth Third Securities
Ohio
$208K +$207K +4,597 New
Wells Fargo
39
Wells Fargo
California
$206K +$84.2K +1,867 +69%
FIM
40
Freedom Investment Management
Connecticut
$201K +$200K +4,446 New
MIA
41
Milestone Investment Advisors
Wisconsin
$168K – – –
AWM
42
Avior Wealth Management
Nebraska
$152K +$2.52K +56 +2%
US Bancorp
43
US Bancorp
Minnesota
$111K +$110K +2,447 New
CA
44
Continuum Advisory
Idaho
$104K -$180 -4 -0.2%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$67.5K +$36.7K +813 +119%
S
46
Syntrinsic
Colorado
$59.8K +$992 +22 +2%
HWM
47
Horizons Wealth Management
North Carolina
$59.4K – – –
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$53K +$766 +17 +1%
CWM
49
Cranbrook Wealth Management
Michigan
$46.8K +$3.97K +88 +9%
NA
50
NewEdge Advisors
Louisiana
$27.1K – – –
1
2
3

HYXF Hedge Fund Activity: Q2 2024 in Review

56 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q2 2024, worth a combined $53.5M — up 5.6% from $50.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HYXF and 7 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 33 added.

The largest buyer was Jane Street, adding an estimated $1.09M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $979K sold.

  • 56 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q2 2024, down from 60 in Q1 2024.
  • Funds reported $53.5M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q2 2024, up 5.6% quarter-over-quarter.
  • 7 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q2 2024 and 10 closed out, a net change of -3 holders.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q2 2024 was Jane Street, an estimated $1.09M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q2 2024 was Lincoln National Corp, an estimated $979K sold.

Based on aggregated 13F filings for Q2 2024.