iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
51 hedge funds and large institutions have $49.1M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
110% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 10
19% more capital invested
Capital invested by funds: $41.2M → $49.1M (+$7.92M)
19% more funds holding
Funds holding: 43 → 51 (+8)
0.26% less ownership
Funds ownership: 34.22% → 33.96% (-0.26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$8.21M |
| 2 |
WT
Whittier Trust
South Pasadena,
California
|
+$1.16M |
| 3 |
Jane Street
New York
|
+$1M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$980K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$780K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$1.71M |
| 2 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
-$1.67M |
| 3 |
Goldman Sachs
New York
|
-$673K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$653K |
| 5 |
NA
Nottingham Advisors
Amherst,
New York
|
-$599K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCS
51
Retirement Capital Strategies
San Jose,
California
| – | -$422K | -8,070 | Closed |
|
52
Morgan Stanley
New York
| – | -$259K | -5,000 | -100% |
|
53
Truist Financial
Charlotte,
North Carolina
| – | -$219K | -4,186 | Closed |
|
|
PWM
54
Prentice Wealth Management
Rochester,
New York
| – | -$57K | -1,084 | Closed |
|
55
Wells Fargo
San Francisco,
California
| – | +$52 | +1 | New |
|
HYXF Hedge Fund Activity: Q4 2021 in Review
51 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q4 2021, worth a combined $49.1M — up 19% from $41.2M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new HYXF positions and 3 closed out — a net gain of 9 holders — while 21 added to existing stakes and 10 trimmed.
The largest buyer was BlackRock, opening a new position worth an estimated $8.21M. The largest seller was Flow Traders U.S., cutting an estimated $1.71M.
- 51 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q4 2021, up from 43 in Q3 2021.
- Funds reported $49.1M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q4 2021, up 19% quarter-over-quarter.
- 12 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q4 2021 and 3 closed out, a net change of +9 holders.
- The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q4 2021 was BlackRock, an estimated $8.21M added.
- The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q4 2021 was Flow Traders U.S., an estimated $1.71M sold.
Based on aggregated 13F filings for Q4 2021.