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iShares ESG Advanced High Yield Corporate Bond ETF
HYXF

71 hedge funds and large institutions have $68.2M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

278% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 9

18% more capital invested

Capital invested by funds: $57.6M → $68.2M (+$10.6M)

18% more funds holding

Funds holding: 60 → 71 (+11)

3.59% more ownership

Funds ownership: 38.89% → 42.48% (+3.6%)

Holders
71
Holders Change
+11
Holders Change %
+18.33%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
34
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCS
Retirement Capital Strategies
California
+$6.07M
2
HCM
Howland Capital Management
Massachusetts
+$1.42M
3
SI
Seeds Investor
New York
+$609K
4
LPL Financial
LPL Financial
California
+$568K
5
SWM
SigFig Wealth Management
California
+$519K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$201K
2
Jane Street
Jane Street
New York
-$157K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$156K
4
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$139K
5
CWM
Congress Wealth Management
Massachusetts
-$96.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$118K +$4.77K +102 +4%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$116K +$25.6K +549 +28%
CA
53
Continuum Advisory
Idaho
$107K – – –
AWM
54
AE Wealth Management
Kansas
$93.9K +$95K +2,033 New
MCM
55
MAI Capital Management
Ohio
$70.1K +$70.9K +1,518 New
HWM
56
Horizons Wealth Management
North Carolina
$60K – – –
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$48K +$981 +21 +2%
CWM
58
Cranbrook Wealth Management
Michigan
$47.9K – – –
NB
59
NBT Bank
New York
$39.1K +$3.04K +65 +8%
HNW
60
High Note Wealth
Minnesota
$34.5K +$34.9K +747 New
PWA
61
Physician Wealth Advisors
Utah
$33.8K +$34.2K +732 New
CIA
62
Cape Investment Advisory
Georgia
$33.7K – – –
VHAM
63
Van Hulzen Asset Management
California
$32.1K +$32.4K +694 New
NA
64
NewEdge Advisors
Louisiana
$27.7K – – –
FRA
65
Front Row Advisors
California
$19.6K +$19.9K +425 New
AG
66
AmeriFlex Group
Nevada
$15.1K +$15.1K +323 New
SS
67
Sunbelt Securities
Texas
$9.25K – – –
PP
68
PFS Partners
New Jersey
$7.69K +$140 +3 +2%
IA
69
IFP Advisors
Florida
$5.68K – – –
FFA
70
Farther Finance Advisors
California
$2.31K +$47 +1 +2%
AF
71
Allworth Financial
California
$841 – – –
Morgan Stanley
72
Morgan Stanley
New York
$68 +$47 +1 New
Stifel Financial
73
Stifel Financial
Missouri
– -$201K -4,255 Closed
MG
74
Mather Group
Illinois
– -$27.8K -588 Closed
TRCT
75
Tower Research Capital (TRC)
New York
– -$1.14K -24 Closed
1 2
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HYXF Hedge Fund Activity: Q4 2024 in Review

71 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q4 2024, worth a combined $68.2M — up 18% from $57.6M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HYXF positions and 3 closed out — a net gain of 13 holders — while 34 added to existing stakes and 9 trimmed.

The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $6.07M. The largest seller was Stifel Financial, exiting entirely with an estimated $201K sold.

  • 71 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q4 2024, up from 60 in Q3 2024.
  • Funds reported $68.2M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q4 2024, up 18% quarter-over-quarter.
  • 16 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q4 2024 and 3 closed out, a net change of +13 holders.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q4 2024 was Retirement Capital Strategies, an estimated $6.07M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q4 2024 was Stifel Financial, an estimated $201K sold.

Based on aggregated 13F filings for Q4 2024.