iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
68 hedge funds and large institutions have $62.7M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 7 closing their positions.
74% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 19
4% less funds holding
Funds holding: 71 → 68 (-3)
8% less capital invested
Capital invested by funds: $68.2M → $62.7M (-$5.5M)
8.9% less ownership
Funds ownership: 42.48% → 33.58% (-8.9%)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.52M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$981K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
+$886K |
| 4 |
LPL Financial
San Diego,
California
|
+$597K |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
+$546K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$6M |
| 2 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
-$2.72M |
| 3 |
FNWM
Financial Network Wealth Management
Draper,
Utah
|
-$1.49M |
| 4 |
Jane Street
New York
|
-$835K |
| 5 |
MLIC
Mandatum Life Insurance Company
Helsinki,
Finland
|
-$378K |
HYXF Hedge Fund Activity: Q1 2025 in Review
68 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q1 2025, worth a combined $62.7M — down 8.1% from $68.2M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of HYXF and 5 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 33 added.
The largest buyer was Osaic Holdings, adding an estimated $1.52M. The largest seller was Retirement Capital Strategies, exiting entirely with an estimated $6M sold.
- 68 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q1 2025, down from 71 in Q4 2024.
- Funds reported $62.7M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q1 2025, down 8.1% quarter-over-quarter.
- 5 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q1 2025 and 7 closed out, a net change of -2 holders.
- The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q1 2025 was Osaic Holdings, an estimated $1.52M added.
- The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q1 2025 was Retirement Capital Strategies, an estimated $6M sold.
Based on aggregated 13F filings for Q1 2025.