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iShares ESG Advanced High Yield Corporate Bond ETF
HYXF

71 hedge funds and large institutions have $68.2M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

278% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 9

18% more capital invested

Capital invested by funds: $57.6M → $68.2M (+$10.6M)

18% more funds holding

Funds holding: 60 → 71 (+11)

3.59% more ownership

Funds ownership: 38.89% → 42.48% (+3.6%)

Holders
71
Holders Change
+11
Holders Change %
+18.33%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
34
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCS
Retirement Capital Strategies
California
+$6.07M
2
HCM
Howland Capital Management
Massachusetts
+$1.42M
3
SI
Seeds Investor
New York
+$609K
4
LPL Financial
LPL Financial
California
+$568K
5
SWM
SigFig Wealth Management
California
+$519K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$201K
2
Jane Street
Jane Street
New York
-$157K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$156K
4
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$139K
5
CWM
Congress Wealth Management
Massachusetts
-$96.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$641K +$13.4K +286 +2%
LFG
27
Larson Financial Group
Missouri
$604K +$11K +235 +2%
SI
28
Seeds Investor
New York
$602K +$609K +13,031 New
VCP
29
Verus Capital Partners
Arizona
$587K -$91.5K -1,958 -13%
Wells Fargo
30
Wells Fargo
California
$567K +$283K +6,051 +97%
AIP
31
Ameritas Investment Partners
Nebraska
$550K +$16.3K +348 +3%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$510K -$2.29K -49 -0.4%
CWM
33
Congress Wealth Management
Massachusetts
$485K -$96.8K -2,072 -16%
HNB
34
Huntington National Bank
Ohio
$456K – – –
FIM
35
Freedom Investment Management
Connecticut
$373K +$33.7K +722 +10%
NI
36
Natural Investments
California
$308K +$312K +6,675 New
OCM
37
One Capital Management
California
$302K – – –
MML Investors Services
38
MML Investors Services
Massachusetts
$296K +$299K +6,405 New
FTUS
39
Flow Traders U.S.
New York
$268K +$271K +5,805 New
MIA
40
Milestone Investment Advisors
Wisconsin
$249K +$63.3K +1,354 +34%
FNB
41
Farmers National Bank
Kentucky
$245K +$248K +5,306 New
FGC
42
Financial Gravity Companies
Texas
$242K +$1.92K +41 +0.8%
CAG
43
Curtis Advisory Group
California
$238K – – –
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$236K +$29.1K +622 +14%
BAAM
45
Baker Avenue Asset Management
California
$224K +$280 +6 +0.1%
GIA
46
Gladstone Institutional Advisory
Florida
$221K +$224K +4,790 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$208K +$34K +728 +19%
FTS
48
Fifth Third Securities
Ohio
$207K -$3.69K -79 -2%
PAG
49
Private Advisor Group
New Jersey
$206K +$3.5K +75 +2%
AWM
50
Avior Wealth Management
Nebraska
$161K +$3.41K +73 +2%
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HYXF Hedge Fund Activity: Q4 2024 in Review

71 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q4 2024, worth a combined $68.2M — up 18% from $57.6M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HYXF positions and 3 closed out — a net gain of 13 holders — while 34 added to existing stakes and 9 trimmed.

The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $6.07M. The largest seller was Stifel Financial, exiting entirely with an estimated $201K sold.

  • 71 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q4 2024, up from 60 in Q3 2024.
  • Funds reported $68.2M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q4 2024, up 18% quarter-over-quarter.
  • 16 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q4 2024 and 3 closed out, a net change of +13 holders.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q4 2024 was Retirement Capital Strategies, an estimated $6.07M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q4 2024 was Stifel Financial, an estimated $201K sold.

Based on aggregated 13F filings for Q4 2024.