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iShares ESG Advanced High Yield Corporate Bond ETF
HYXF

60 hedge funds and large institutions have $50.6M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

7% more funds holding

Funds holding: 56 → 60 (+4)

4% more capital invested

Capital invested by funds: $48.8M → $50.6M (+$1.82M)

0.94% less ownership

Funds ownership: 40.36% → 39.41% (-0.94%)

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.18M
2
RCS
Retirement Capital Strategies
California
+$1.07M
3
CA
Cetera Advisors
Colorado
+$903K
4
SWM
SigFig Wealth Management
California
+$894K
5
CCM
Colorado Capital Management
Colorado
+$655K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.98M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$884K
3
BlackRock
BlackRock
New York
-$502K
4
NA
NewEdge Advisors
Louisiana
-$488K
5
VCP
Verus Capital Partners
Arizona
-$469K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
51
Cranbrook Wealth Management
Michigan
$43.3K +$38K +838 +762%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$31.1K +$30.9K +681 New
NA
53
NewEdge Advisors
Louisiana
$27.4K -$488K -10,756 -95%
SAM
54
Smartleaf Asset Management
Massachusetts
$12.7K -$33.1K -730 -72%
SS
55
Sunbelt Securities
Texas
$9.14K – – –
WIC
56
Woodmont Investment Counsel
Tennessee
$9K +$8.94K +197 New
PP
57
PFS Partners
New Jersey
$7.2K +$7.17K +158 New
AIA
58
Armor Investment Advisors
North Carolina
$5.53K -$10.8K -238 -66%
FFA
59
Farther Finance Advisors
California
$1.84K – – –
AF
60
Allworth Financial
California
$823 -$45 -1 -5%
Morgan Stanley
61
Morgan Stanley
New York
$52 -$18.2K -401 -100%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
– -$884K -20,768 Closed
NYLIM
63
New York Life Investment Management
New York
– -$242K -5,311 Closed
IA
64
IFP Advisors
Florida
– -$68.2K -1,500 Closed
JP Morgan Chase
65
JP Morgan Chase
New York
– -$66.3K -1,458 Closed
ASN
66
Advisory Services Network
Georgia
– -$2.46K -54 Closed
1 2
3

HYXF Hedge Fund Activity: Q1 2024 in Review

60 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q1 2024, worth a combined $50.6M — up 3.7% from $48.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HYXF positions and 5 closed out — a net gain of 4 holders — while 25 added to existing stakes and 19 trimmed.

The largest buyer was UBS Group, adding an estimated $1.18M. The largest seller was Jane Street, cutting an estimated $2.98M.

  • 60 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q1 2024, up from 56 in Q4 2023.
  • Funds reported $50.6M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q1 2024, up 3.7% quarter-over-quarter.
  • 9 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q1 2024 and 5 closed out, a net change of +4 holders.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q1 2024 was UBS Group, an estimated $1.18M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q1 2024 was Jane Street, an estimated $2.98M sold.

Based on aggregated 13F filings for Q1 2024.