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iShares ESG Advanced High Yield Corporate Bond ETF
HYXF

60 hedge funds and large institutions have $57.6M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 10

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

8% more capital invested

Capital invested by funds: $53.5M → $57.6M (+$4.06M)

7% more funds holding

Funds holding: 56 → 60 (+4)

0.25% less ownership

Funds ownership: 39.14% → 38.89% (-0.25%)

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
10
Increased
33
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HCM
Howland Capital Management
Massachusetts
+$1.32M
2
SWM
SigFig Wealth Management
California
+$1.13M
3
BMD
Better Money Decisions
New Mexico
+$351K
4
UBS Group
UBS Group
Switzerland
+$258K
5
FNWM
Financial Network Wealth Management
Utah
+$254K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.15M
2
RCS
Retirement Capital Strategies
California
-$1.09M
3
VCP
Verus Capital Partners
Arizona
-$543K
4
FTUS
Flow Traders U.S.
New York
-$456K
5
MCWS
McKinley Carter Wealth Services
West Virginia
-$315K
Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
26
Larson Financial Group
Missouri
$608K -$51.9K -1,122 -8%
CWM
27
Congress Wealth Management
Massachusetts
$595K +$7.03K +152 +1%
BMD
28
Better Money Decisions
New Mexico
$584K +$351K +7,599 +160%
AIP
29
Ameritas Investment Partners
Nebraska
$547K +$4.62K +100 +0.9%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$525K -$14.6K -315 -3%
HNB
31
Huntington National Bank
Ohio
$468K – – –
FIM
32
Freedom Investment Management
Connecticut
$349K +$135K +2,917 +66%
OCM
33
One Capital Management
California
$309K +$4.62K +100 +2%
Wells Fargo
34
Wells Fargo
California
$294K +$76.6K +1,658 +36%
FGC
35
Financial Gravity Companies
Texas
$246K +$240K +5,190 New
CAG
36
Curtis Advisory Group
California
$244K -$29.9K -647 -11%
BAAM
37
Baker Avenue Asset Management
California
$229K +$224K +4,844 New
FTS
38
Fifth Third Securities
Ohio
$216K -$2.08K -45 -1%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$209K +$204K +4,418 New
PAG
40
Private Advisor Group
New Jersey
$208K +$203K +4,392 New
Stifel Financial
41
Stifel Financial
Missouri
$201K +$197K +4,255 New
MIA
42
Milestone Investment Advisors
Wisconsin
$191K +$15.2K +329 +9%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$179K -$45.5K -985 -21%
AWM
44
Avior Wealth Management
Nebraska
$162K +$2.5K +54 +2%
US Bancorp
45
US Bancorp
Minnesota
$116K – – –
CA
46
Continuum Advisory
Idaho
$108K +$508 +11 +0.5%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$92.5K +$21.2K +459 +31%
S
48
Syntrinsic
Colorado
$63.7K +$1.02K +22 +2%
HWM
49
Horizons Wealth Management
North Carolina
$61.5K – – –
CWM
50
Cranbrook Wealth Management
Michigan
$49.1K – – –
1
2
3

HYXF Hedge Fund Activity: Q3 2024 in Review

60 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q3 2024, worth a combined $57.6M — up 7.6% from $53.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HYXF positions and 5 closed out — a net gain of 5 holders — while 33 added to existing stakes and 10 trimmed.

The largest buyer was Howland Capital Management, opening a new position worth an estimated $1.32M. The largest seller was Jane Street, cutting an estimated $1.15M.

  • 60 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q3 2024, up from 56 in Q2 2024.
  • Funds reported $57.6M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q3 2024, up 7.6% quarter-over-quarter.
  • 10 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q3 2024 and 5 closed out, a net change of +5 holders.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q3 2024 was Howland Capital Management, an estimated $1.32M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q3 2024 was Jane Street, an estimated $1.15M sold.

Based on aggregated 13F filings for Q3 2024.