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iShares ESG Advanced High Yield Corporate Bond ETF
HYXF

32 hedge funds and large institutions have $30.2M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

64% more capital invested

Capital invested by funds: $18.4M → $30.2M (+$11.8M)

60% more funds holding

Funds holding: 20 → 32 (+12)

4.85% more ownership

Funds ownership: 36.06% → 40.91% (+4.8%)

Holders
32
Holders Change
+12
Holders Change %
+60%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
9
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$4.69M
2
NA
Nottingham Advisors
New York
+$1.76M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.65M
4
RCS
Retirement Capital Strategies
California
+$1.37M
5
UBS Group
UBS Group
Switzerland
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$3.64M
2
SS
Simplicity Solutions
Minnesota
-$69.8K
3
IA
IFP Advisors
Florida
-$5.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$5.6M +$1.01M +19,491 +22%
Jane Street
2
Jane Street
New York
$4.75M +$4.69M +90,191 New
FTUS
3
Flow Traders U.S.
New York
$2.65M -$3.64M -70,044 -58%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.32M +$1.65M +31,727 +257%
SSWM
5
Sheets Smith Wealth Management
North Carolina
$2.16M +$636K +12,231 +43%
RCS
6
Retirement Capital Strategies
California
$1.95M +$1.37M +26,311 +247%
NA
7
Nottingham Advisors
New York
$1.79M +$1.76M +33,950 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.19M +$538K +10,361 +85%
AWM
9
AE Wealth Management
Kansas
$841K +$38K +732 +5%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$839K +$828K +15,934 New
GAG
11
GM Advisory Group
New York
$816K – – –
HNW
12
High Note Wealth
Minnesota
$814K +$803K +15,458 New
Bank of America
13
Bank of America
North Carolina
$773K +$484K +9,317 +174%
SS
14
Simplicity Solutions
Minnesota
$730K -$69.8K -1,343 -9%
Truist Financial
15
Truist Financial
North Carolina
$543K +$75K +1,444 +16%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$476K – – –
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$430K +$424K +8,165 New
MLIC
18
Mandatum Life Insurance Company
Finland
$287K – – –
SWP
19
Summit Wealth Partners
Florida
$268K – – –
MM
20
Main Management
California
$257K +$254K +4,887 New
DAS
21
Dynamic Advisor Solutions
Arizona
$222K +$219K +4,214 New
OPS
22
Orion Portfolio Solutions
Nebraska
$204K +$201K +3,876 New
IA
23
IFP Advisors
Florida
$96K -$5.2K -100 -5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$63K +$43.1K +830 +232%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$36K – – –
1
2

HYXF Hedge Fund Activity: Q4 2020 in Review

32 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q4 2020, worth a combined $30.2M — up 64% from $18.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new HYXF positions and 0 closed out — a net gain of 13 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $4.69M. The largest seller was Flow Traders U.S., cutting an estimated $3.64M.

  • 32 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q4 2020, up from 20 in Q3 2020.
  • Funds reported $30.2M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q4 2020, up 64% quarter-over-quarter.
  • 13 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q4 2020 and 0 closed out, a net change of +13 holders.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q4 2020 was Jane Street, an estimated $4.69M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q4 2020 was Flow Traders U.S., an estimated $3.64M sold.

Based on aggregated 13F filings for Q4 2020.