iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
56 hedge funds and large institutions have $48.8M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
39% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 18
4% more funds holding
Funds holding: 54 → 56 (+2)
3% more capital invested
Capital invested by funds: $47.3M → $48.8M (+$1.47M)
0.04% less ownership
Funds ownership: 40.4% → 40.36% (-0.04%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Colorado Capital Management
Boulder,
Colorado
|
+$1.39M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$814K |
| 3 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$799K |
| 4 |
AssetMark Inc
Concord,
California
|
+$307K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$245K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.22M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$925K |
| 3 |
VCP
Verus Capital Partners
Scottsdale,
Arizona
|
-$779K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$471K |
| 5 |
AF
Allworth Financial
Folsom,
California
|
-$213K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Morgan Stanley
New York
| $18.3K | +$6.94K | +159 | +65% |
|
|
AIA
52
Armor Investment Advisors
Raleigh,
North Carolina
| $16.3K | – | – | – |
|
|
SS
53
Sunbelt Securities
Houston,
Texas
| $9.1K | – | – | – |
|
|
CWM
54
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $4.99K | +$4.8K | +110 | New |
|
|
ASN
55
Advisory Services Network
Atlanta,
Georgia
| $2.46K | +$2.36K | +54 | New |
|
|
FFA
56
Farther Finance Advisors
San Francisco,
California
| $1.86K | -$655 | -15 | -27% |
|
|
AF
57
Allworth Financial
Folsom,
California
| $864 | -$213K | -4,878 | -100% |
|
|
BAAM
58
Baker Avenue Asset Management
San Francisco,
California
| – | -$147K | -3,401 | Closed |
|
|
SSWM
59
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| – | -$129K | -2,993 | Closed |
|
|
DIP
60
DT Investment Partners
Chadds Ford,
Pennsylvania
| – | -$5.66K | -131 | Closed |
|
|
TWC
61
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$2.51K | -43 | Closed |
|
|
RCM
62
Raleigh Capital Management
Cary,
North Carolina
| – | -$864 | -20 | Closed |
|
HYXF Hedge Fund Activity: Q4 2023 in Review
56 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q4 2023, worth a combined $48.8M — up 3.1% from $47.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HYXF positions and 5 closed out — a net gain of 3 holders — while 25 added to existing stakes and 18 trimmed.
The largest buyer was Colorado Capital Management, adding an estimated $1.39M. The largest seller was Jane Street, cutting an estimated $4.22M.
- 56 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q4 2023, up from 54 in Q3 2023.
- Funds reported $48.8M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q4 2023, up 3.1% quarter-over-quarter.
- 8 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q4 2023 and 5 closed out, a net change of +3 holders.
- The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q4 2023 was Colorado Capital Management, an estimated $1.39M added.
- The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q4 2023 was Jane Street, an estimated $4.22M sold.
Based on aggregated 13F filings for Q4 2023.