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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
MIM
51
Marshall Investment Management
Colorado
$259K +$2.16K +46 +0.8%
HBT
52
Heartland Bank & Trust
Illinois
$258K +$262K +5,575 New
JP Morgan Chase
53
JP Morgan Chase
New York
$244K +$241K +5,140 +2,904%
SM
54
Sweeney & Michel
California
$236K +$237K +5,051 New
FGAM
55
Financial Gravity Asset Management
Texas
$234K -$2.49K -53 -1%
LFG
56
Larson Financial Group
Missouri
$230K -$18.4K -392 -7%
MIA
57
Milestone Investment Advisors
Wisconsin
$221K -$10.2K -217 -4%
KAS
58
Kestra Advisory Services
Texas
$220K -$240K -5,105 -52%
GIA
59
Gladstone Institutional Advisory
Florida
$215K
FTS
60
Fifth Third Securities
Ohio
$209K -$18.7K -398 -8%
US Bancorp
61
US Bancorp
Minnesota
$161K +$564 +12 +0.3%
SFS
62
Sunrise Financial Services
Washington
$134K +$136K +2,888 New
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$133K +$517 +11 +0.4%
KFI
64
Key Financial Inc
Pennsylvania
$78.7K
RF
65
Rossby Financial
Florida
$72.6K +$40.9K +870 +124%
IAS
66
IMA Advisory Services
Colorado
$68.4K +$658 +14 +0.9%
MCM
67
MAI Capital Management
Ohio
$67.1K +$658 +14 +1%
HWM
68
Horizons Wealth Management
North Carolina
$60.2K
FFA
69
Farther Finance Advisors
California
$59.6K -$28.6K -608 -32%
AWM
70
AE Wealth Management
Kansas
$46.8K -$16K -340 -25%
PP
71
PFS Partners
New Jersey
$34.7K +$5.54K +118 +19%
NB
72
NBT Bank
New York
$33.2K
GMA
73
Glassy Mountain Advisors
Maryland
$31.1K
HNW
74
High Note Wealth
Minnesota
$23.4K -$235 -5 -1%
TCM
75
Triumph Capital Management
Colorado
$22.7K +$2.87K +61 +14%

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.