We are live on ! Find out more
HYXF icon

iShares ESG Advanced High Yield Corporate Bond ETF

39 hedge funds and large institutions have $40.4M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 5

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

34% more capital invested

Capital invested by funds: $30.2M → $40.4M (+$10.3M)

22% more funds holding

Funds holding: 3239 (+7)

0.03% more ownership

Funds ownership: 40.91%40.94% (+0.03%)

Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
14
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
1
Flow Traders U.S.
New York
$5.32M +$2.71M +52,013 +103%
UBS Group
2
UBS Group
Switzerland
$4.78M -$756K -14,494 -14%
Jane Street
3
Jane Street
New York
$4.06M -$635K -12,169 -13%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.49M +$1.2M +22,998 +52%
NA
5
Nottingham Advisors
New York
$2.89M +$1.13M +21,574 +64%
SSWM
6
Sheets Smith Wealth Management
North Carolina
$2.61M +$482K +9,245 +23%
RJA
7
Raymond James & Associates
Florida
$1.79M +$1.8M +34,417 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.61M +$1.61M +30,926 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.35M +$1.36M +26,066 New
HWMA
10
Heritage Wealth Management (Arizona)
Arizona
$1.31M +$1.32M +25,200 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.26M +$86.7K +1,661 +7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.23M +$400K +7,670 +48%
Bank of America
13
Bank of America
North Carolina
$1.03M +$266K +5,092 +35%
AWM
14
AE Wealth Management
Kansas
$832K +$1.2K +23 +0.1%
HNW
15
High Note Wealth
Minnesota
$808K +$5.06K +97 +0.6%
GAG
16
GM Advisory Group
New York
$806K
LPL Financial
17
LPL Financial
California
$745K +$748K +14,330 New
CF
18
Centaurus Financial
California
$730K +$732K +14,031 New
Truist Financial
19
Truist Financial
North Carolina
$511K -$25.8K -495 -5%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$474K
DIA
21
Dana Investment Advisors
Wisconsin
$430K +$432K +8,275 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$357K -$68.3K -1,309 -16%
MLIC
23
Mandatum Life Insurance Company
Finland
$283K
SWP
24
Summit Wealth Partners
Florida
$265K
MM
25
Main Management
California
$254K

HYXF Hedge Fund Activity: Q1 2021 in Review

39 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q1 2021, worth a combined $40.4M — up 34% from $30.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HYXF positions and 4 closed out — a net gain of 7 holders — while 14 added to existing stakes and 5 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $2.71M. The largest seller was Retirement Capital Strategies, exiting entirely with an estimated $1.95M sold.

  • 39 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q1 2021, up from 32 in Q4 2020.
  • Funds reported $40.4M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q1 2021, up 34% quarter-over-quarter.
  • 11 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q1 2021 and 4 closed out, a net change of +7 holders.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q1 2021 was Flow Traders U.S., an estimated $2.71M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q1 2021 was Retirement Capital Strategies, an estimated $1.95M sold.

Based on aggregated 13F filings for Q1 2021.