iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
10 hedge funds and large institutions have $12M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more capital invested
Capital invested by funds: $7.99M → $12M (+$4.01M)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
11% more funds holding
Funds holding: 9 → 10 (+1)
5.67% less ownership
Funds ownership: 43.96% → 38.28% (-5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.56M |
| 2 |
LPL Financial
San Diego,
California
|
+$391K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$289K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$176K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$14.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$426K |
| 2 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$61.1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $6.83M | +$3.56M | +68,576 | +111% |
|
|
FTUS
2
Flow Traders U.S.
New York
| $2.11M | +$176K | +3,395 | +9% |
|
|
3
Citadel Advisors
Miami,
Florida
| $1.07M | -$426K | -8,205 | -29% |
|
|
AWM
4
Avior Wealth Management
Omaha,
Nebraska
| $506K | -$61.1K | -1,178 | -11% |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $441K | +$14.7K | +284 | +3% |
|
|
6
LPL Financial
San Diego,
California
| $394K | +$391K | +7,541 | New |
|
|
7
Envestnet Asset Management
Chicago,
Illinois
| $291K | +$289K | +5,577 | New |
|
|
MLIC
8
Mandatum Life Insurance Company
Helsinki,
Finland
| $285K | – | – | – |
|
9
Bank of America
Charlotte,
North Carolina
| $52K | – | – | – |
|
10
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $36K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$7K | -140 | Closed |
|
HYXF Hedge Fund Activity: Q4 2019 in Review
10 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q4 2019, worth a combined $12M — up 50% from $7.99M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new HYXF positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, adding an estimated $3.56M. The largest seller was Citadel Advisors, cutting an estimated $426K.
- 10 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q4 2019, up from 9 in Q3 2019.
- Funds reported $12M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q4 2019, up 50% quarter-over-quarter.
- 2 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q4 2019 and 1 closed out, a net change of +1 holder.
- The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q4 2019 was Jane Street, an estimated $3.56M added.
- The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q4 2019 was Citadel Advisors, an estimated $426K sold.
Based on aggregated 13F filings for Q4 2019.