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iShares ESG Advanced High Yield Corporate Bond ETF
HYXF

58 hedge funds and large institutions have $69.5M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.76% more ownership

Funds ownership: 44.8% → 47.56% (+2.8%)

7% less capital invested

Capital invested by funds: $75.1M → $69.5M (-$5.56M)

13% less funds holding

Funds holding: 67 → 58 (-9)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

53% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 17

Holders
58
Holders Change
-9
Holders Change %
-13.43%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
23
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
+$15.8M
2
Jane Street
Jane Street
New York
+$12.4M
3
SWM
SigFig Wealth Management
California
+$506K
4
MLIC
Mandatum Life Insurance Company
Finland
+$480K
5
VCP
Verus Capital Partners
Arizona
+$473K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.4M
2
BlackRock
BlackRock
New York
-$4.92M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$3.02M
4
Osaic Holdings
Osaic Holdings
Arizona
-$2.08M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$18K -$30.4K -663 -62%
MWM
52
Mascoma Wealth Management
New Hampshire
$17K – – –
CB
53
Community Bank
New York
$11K – – –
CFD
54
Creative Financial Designs
Indiana
$6K +$2.11K +46 +56%
TRCT
55
Tower Research Capital (TRC)
New York
$5K +$5.73K +125 New
GFPC
56
Global Financial Private Client
Florida
$2.19K – – –
Wells Fargo
57
Wells Fargo
California
$1K +$733 +16 +1,600%
WT
58
Whittier Trust
California
– -$1.06M -21,725 Closed
5L
59
55I LLC
Massachusetts
– -$1.03M -21,268 Closed
OWA
60
One Wealth Advisors
California
– -$943K -19,410 Closed
AWS
61
Atria Wealth Solutions
New York
– -$924K -19,025 Closed
DT
62
Diversified Trust
Tennessee
– -$531K -10,938 Closed
WTC
63
WhitTier Trust Company
Nevada
– -$224K -4,600 Closed
Prudential Financial
64
Prudential Financial
New Jersey
– -$219K -4,502 Closed
PAS
65
Park Avenue Securities
New York
– -$218K -4,484 Closed
WP
66
WealthSource Partners
California
– -$212K -4,355 Closed
VHAM
67
Van Hulzen Asset Management
California
– -$211K -4,345 Closed
HNW
68
High Note Wealth
Minnesota
– -$201K -4,155 Closed
T
69
TCWP
Ohio
– -$30K -634 Closed
PFS
70
Prospera Financial Services
Texas
– -$15K -300 Closed
AF
71
Advisornet Financial
Minnesota
– -$14K -292 Closed
Morgan Stanley
72
Morgan Stanley
New York
– -$8.8K -192 -99%
OLVIG
73
Oliver Lagore Vanvalin Investment Group
Michigan
– -$9K -181 Closed
CWA
74
Clearview Wealth Advisors
Oregon
– -$6K -126 Closed
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
– -$2K -44 Closed
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HYXF Hedge Fund Activity: Q2 2022 in Review

58 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q2 2022, worth a combined $69.5M — down 7.4% from $75.1M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of HYXF and 8 opened new positions — a net loss of 9 holders — while 23 trimmed existing stakes and 18 added.

The largest buyer was Flow Traders U.S., adding an estimated $15.8M. The largest seller was Envestnet Asset Management, cutting an estimated $10.4M.

  • 58 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q2 2022, down from 67 in Q1 2022.
  • Funds reported $69.5M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q2 2022, down 7.4% quarter-over-quarter.
  • 8 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q2 2022 and 17 closed out, a net change of -9 holders.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q2 2022 was Flow Traders U.S., an estimated $15.8M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2022.