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iShares ESG Advanced High Yield Corporate Bond ETF
HYXF

83 hedge funds and large institutions have $74.9M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 14

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

18% more capital invested

Capital invested by funds: $63.6M → $74.9M (+$11.4M)

12% more funds holding

Funds holding: 74 → 83 (+9)

5.26% more ownership

Funds ownership: 33.64% → 38.9% (+5.3%)

Holders
83
Holders Change
+9
Holders Change %
+12.16%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
40
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.92M
2
Jane Street
Jane Street
New York
+$1.48M
3
FCG
Financial Connections Group
California
+$1.47M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$850K
5
Wells Fargo
Wells Fargo
California
+$565K

Top Sellers

Rank Fund Capital Flow
1
HI
Harbour Investments
Wisconsin
-$860K
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$501K
3
MGIA
Moneta Group Investment Advisors
Missouri
-$423K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$353K
5
FTUS
Flow Traders U.S.
New York
-$210K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWG
26
Summit Wealth Group
Vermont
$747K +$31.6K +670 +4%
EWA
27
EP Wealth Advisors
California
$725K +$724K +15,344 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$698K -$353K -7,476 -34%
AIP
29
Ameritas Investment Partners
Nebraska
$632K +$34.6K +734 +6%
HI
30
Harbour Investments
Wisconsin
$619K -$860K -18,227 -58%
NI
31
Natural Investments
California
$475K +$475K +10,064 New
HNB
32
Huntington National Bank
Ohio
$467K – – –
KAS
33
Kestra Advisory Services
Texas
$466K -$53.9K -1,142 -10%
AMM
34
American Money Management
California
$426K +$426K +9,024 New
DE
35
Diversified Enterprises
Delaware
$402K +$12.1K +256 +3%
VCP
36
Verus Capital Partners
Arizona
$348K -$68.1K -1,442 -16%
WCFA
37
Walkner Condon Financial Advisors
Wisconsin
$346K -$4.63K -98 -1%
MWM
38
Modern Wealth Management
Kansas
$336K +$336K +7,118 New
MAC
39
Mason & Associates (California)
California
$331K +$20.5K +435 +7%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$322K +$19.4K +411 +6%
CCWP
41
Cedar Cove Wealth Partners
Minnesota
$309K +$309K +6,548 New
PJSIMP
42
P.J. Schmidt Investment Management (PJS)
Wisconsin
$285K +$285K +6,041 New
FNB
43
Farmers National Bank
Kentucky
$272K +$1.84K +39 +0.7%
BAAM
44
Baker Avenue Asset Management
California
$270K +$34.8K +737 +15%
PAG
45
Private Advisor Group
New Jersey
$268K +$4.96K +105 +2%
MIM
46
Marshall Investment Management
Colorado
$262K +$18.4K +389 +8%
Ameriprise
47
Ameriprise
Minnesota
$259K +$259K +5,481 New
LFG
48
Larson Financial Group
Missouri
$253K +$378 +8 +0.1%
MML Investors Services
49
MML Investors Services
Massachusetts
$245K +$991 +21 +0.4%
CAG
50
Curtis Advisory Group
California
$244K – – –
1
2
3 4

HYXF Hedge Fund Activity: Q4 2025 in Review

83 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q4 2025, worth a combined $74.9M — up 18% from $63.6M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HYXF positions and 6 closed out — a net gain of 9 holders — while 40 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.92M. The largest seller was Harbour Investments, cutting an estimated $860K.

  • 83 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q4 2025, up from 74 in Q3 2025.
  • Funds reported $74.9M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q4 2025, up 18% quarter-over-quarter.
  • 15 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q4 2025 and 6 closed out, a net change of +9 holders.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q4 2025 was LPL Financial, an estimated $2.92M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q4 2025 was Harbour Investments, an estimated $860K sold.

Based on aggregated 13F filings for Q4 2025.