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iShares ESG Advanced High Yield Corporate Bond ETF

83 hedge funds and large institutions have $71.8M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 20

0% more funds holding

Funds holding: 8383 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

4% less capital invested

Capital invested by funds: $74.9M → $71.8M (-$3.12M)

2.25% less ownership

Funds ownership: 38.9%36.66% (-2.2%)

Holders
83
Holders Change
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
40
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TDWM
26
Topel & Distasi Wealth Management
California
$830K -$74.9K -1,595 -8%
SWG
27
Summit Wealth Group
Vermont
$786K +$54K +1,149 +7%
Osaic Holdings
28
Osaic Holdings
Arizona
$761K -$1.35M -28,719 -64%
MAC
29
Mason & Associates (California)
California
$760K +$448K +9,542 +136%
NI
30
Natural Investments
California
$682K +$220K +4,678 +46%
AIP
31
Ameritas Investment Partners
Nebraska
$648K +$29.2K +622 +5%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$626K +$635K +13,515 New
IGAM
33
iA Global Asset Management
Quebec, Canada
$563K -$808K -17,200 -59%
HI
34
Harbour Investments
Wisconsin
$527K -$80.2K -1,708 -13%
Citadel Advisors
35
Citadel Advisors
Florida
$524K +$531K +11,305 New
HNB
36
Huntington National Bank
Ohio
$458K
DE
37
Diversified Enterprises
Delaware
$428K +$33.8K +719 +8%
AMM
38
American Money Management
California
$418K
Jones Financial Companies
39
Jones Financial Companies
Missouri
$400K +$171K +3,633 +71%
MA
40
Mutual Advisors
Nebraska
$373K +$153K +3,264 +68%
WCFA
41
Walkner Condon Financial Advisors
Wisconsin
$346K +$6.53K +139 +2%
EWA
42
EP Wealth Advisors
California
$339K -$377K -8,017 -52%
VCP
43
Verus Capital Partners
Arizona
$335K -$5.92K -126 -2%
CCWP
44
Cedar Cove Wealth Partners
Minnesota
$330K +$27.3K +581 +9%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$330K +$13.9K +295 +4%
FI
46
FinArc Investments
Massachusetts
$292K +$296K +6,295 New
PJSIMP
47
P.J. Schmidt Investment Management (PJS)
Wisconsin
$281K +$987 +21 +0.3%
FNB
48
Farmers National Bank
Kentucky
$277K +$11.2K +239 +4%
Ameriprise
49
Ameriprise
Minnesota
$277K +$23.5K +501 +9%
BAAM
50
Baker Avenue Asset Management
California
$269K +$4.42K +94 +2%

HYXF Hedge Fund Activity: Q1 2026 in Review

83 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q1 2026, worth a combined $71.8M — down 4.2% from $74.9M a quarter earlier.

Fund positioning in HYXF was balanced in Q1 2026: 10 funds opened new positions, 10 closed out, 40 added to existing stakes and 20 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $3.5M. The largest seller was SigFig Wealth Management, exiting entirely with an estimated $11.3M sold.

  • 83 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $71.8M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q1 2026, down 4.2% quarter-over-quarter.
  • 10 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q1 2026 and 10 closed out, a net change of 0 holders.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q1 2026 was Bank of Montreal, an estimated $3.5M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q1 2026 was SigFig Wealth Management, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2026.