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iShares ESG Advanced High Yield Corporate Bond ETF
HYXF

67 hedge funds and large institutions have $75.1M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

145% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 11

53% more capital invested

Capital invested by funds: $49.1M → $75.1M (+$25.9M)

31% more funds holding

Funds holding: 51 → 67 (+16)

10.84% more ownership

Funds ownership: 33.96% → 44.8% (+11%)

Holders
67
Holders Change
+16
Holders Change %
+31.37%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
27
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.1M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$3.31M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.79M
4
BlackRock
BlackRock
New York
+$2.51M
5
FTUS
Flow Traders U.S.
New York
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.92M
2
Jane Street
Jane Street
New York
-$1M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$855K
4
GAG
GM Advisory Group
New York
-$800K
5
HNW
High Note Wealth
Minnesota
-$502K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$186K +$2.23K +45 +1%
PCG
52
Private Capital Group
Connecticut
$180K – – –
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$56K – – –
SPIA
54
Steward Partners Investment Advisory
New York
$52K +$43.5K +880 +461%
HNB
55
Huntington National Bank
Ohio
$47K – – –
COCM
56
Charter Oak Capital Management
New Hampshire
$32K -$10.4K -210 -24%
T
57
TCWP
Ohio
$30K +$31.3K +634 New
MWM
58
Mascoma Wealth Management
New Hampshire
$19K +$19K +384 New
PFS
59
Prospera Financial Services
Texas
$15K +$14.8K +300 New
AF
60
Advisornet Financial
Minnesota
$14K +$14.4K +292 New
CB
61
Community Bank
New York
$13K – – –
OLVIG
62
Oliver Lagore Vanvalin Investment Group
Michigan
$9K +$8.95K +181 New
Morgan Stanley
63
Morgan Stanley
New York
$9K +$9.54K +193 +19,300%
CWA
64
Clearview Wealth Advisors
Oregon
$6K +$6.23K +126 New
CFD
65
Creative Financial Designs
Indiana
$4K +$742 +15 +22%
GFPC
66
Global Financial Private Client
Florida
$2.41K – – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$2K +$2.17K +44 New
Jane Street
68
Jane Street
New York
– -$1M -19,418 Closed
GAG
69
GM Advisory Group
New York
– -$800K -15,500 Closed
SWP
70
Summit Wealth Partners
Florida
– -$233K -4,510 Closed
Fidelity Investments
71
Fidelity Investments
Massachusetts
– -$1K -19 Closed
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HYXF Hedge Fund Activity: Q1 2022 in Review

67 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q1 2022, worth a combined $75.1M — up 53% from $49.1M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HYXF positions and 4 closed out — a net gain of 19 holders — while 27 added to existing stakes and 11 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $11.1M. The largest seller was UBS Group, cutting an estimated $1.92M.

  • 67 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q1 2022, up from 51 in Q4 2021.
  • Funds reported $75.1M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q1 2022, up 53% quarter-over-quarter.
  • 23 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q1 2022 and 4 closed out, a net change of +19 holders.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $11.1M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q1 2022 was UBS Group, an estimated $1.92M sold.

Based on aggregated 13F filings for Q1 2022.