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iShares ESG Advanced High Yield Corporate Bond ETF
HYXF

58 hedge funds and large institutions have $58.8M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0% more funds holding

Funds holding: 58 → 58 (0)

2.7% less ownership

Funds ownership: 47.56% → 44.86% (-2.7%)

15% less capital invested

Capital invested by funds: $69.5M → $58.8M (-$10.7M)

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
21
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PWPCM
Perella Weinberg Partners Capital Management
New York
+$2.77M
2
FNWM
Financial Network Wealth Management
Utah
+$2.75M
3
SWM
SigFig Wealth Management
California
+$1.03M
4
AWS
Atria Wealth Solutions
New York
+$852K
5
Lido Advisors
Lido Advisors
California
+$403K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$11.4M
2
BlackRock
BlackRock
New York
-$2.12M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.15M
4
CF
Centaurus Financial
California
-$798K
5
Jane Street
Jane Street
New York
-$581K
Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
51
Ellis Investment Partners
Pennsylvania
$39K +$42.2K +942 New
MWM
52
Mascoma Wealth Management
New Hampshire
$16K – – –
CB
53
Community Bank
New York
$11K – – –
Fidelity Investments
54
Fidelity Investments
Massachusetts
$9K +$9.36K +209 +2,613%
TRCT
55
Tower Research Capital (TRC)
New York
$8K +$3.18K +71 +57%
Morgan Stanley
56
Morgan Stanley
New York
$8K +$8.95K +200 +10,000%
GFPC
57
Global Financial Private Client
Florida
$2.12K – – –
CFD
58
Creative Financial Designs
Indiana
$2K -$3.98K -89 -70%
Citadel Advisors
59
Citadel Advisors
Florida
– -$1.15M -26,515 Closed
CF
60
Centaurus Financial
California
– -$798K -18,327 Closed
RCS
61
Retirement Capital Strategies
California
– -$573K -13,173 Closed
Goldman Sachs
62
Goldman Sachs
New York
– -$426K -9,785 Closed
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
– -$363K -8,326 Closed
SSWM
64
Sheets Smith Wealth Management
North Carolina
– -$211K -4,856 Closed
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
– -$50K -1,159 Closed
COCM
66
Charter Oak Capital Management
New Hampshire
– -$27K -618 Closed
SPIA
67
Steward Partners Investment Advisory
New York
– -$18K -408 Closed
Wells Fargo
68
Wells Fargo
California
– -$269 -6 -35%
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HYXF Hedge Fund Activity: Q3 2022 in Review

58 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q3 2022, worth a combined $58.8M — down 15% from $69.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HYXF positions and 9 closed out — a net gain of 1 holder — while 21 added to existing stakes and 20 trimmed.

The largest buyer was Perella Weinberg Partners Capital Management, opening a new position worth an estimated $2.77M. The largest seller was Flow Traders U.S., cutting an estimated $11.4M.

  • 58 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $58.8M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q3 2022, down 15% quarter-over-quarter.
  • 10 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q3 2022 and 9 closed out, a net change of +1 holder.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q3 2022 was Perella Weinberg Partners Capital Management, an estimated $2.77M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q3 2022 was Flow Traders U.S., an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2022.