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iShares ESG Advanced High Yield Corporate Bond ETF

42 hedge funds and large institutions have $37.7M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

8% more funds holding

Funds holding: 3942 (+3)

7% less capital invested

Capital invested by funds: $40.4M → $37.7M (-$2.72M)

6.8% less ownership

Funds ownership: 40.94%34.14% (-6.8%)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$5.14M +$316K +6,056 +7%
FTUS
2
Flow Traders U.S.
New York
$3.93M -$1.44M -27,540 -27%
NA
3
Nottingham Advisors
New York
$2.91M -$6.99K -134 -0.2%
SSWM
4
Sheets Smith Wealth Management
North Carolina
$2.61M -$24.3K -467 -0.9%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.22M -$1.3M -24,860 -37%
Goldman Sachs
6
Goldman Sachs
New York
$1.97M +$1.96M +37,567 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.79M +$549K +10,529 +45%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.79M +$415K +7,964 +31%
HWMA
9
Heritage Wealth Management (Arizona)
Arizona
$1.74M +$414K +7,940 +32%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.52M +$244K +4,677 +19%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.4M -$223K -4,280 -14%
Bank of America
12
Bank of America
North Carolina
$1.27M +$233K +4,461 +23%
AWM
13
AE Wealth Management
Kansas
$1.03M +$187K +3,581 +22%
LPL Financial
14
LPL Financial
California
$1.02M +$264K +5,059 +35%
GAG
15
GM Advisory Group
New York
$815K
HNW
16
High Note Wealth
Minnesota
$782K -$34.9K -669 -4%
CF
17
Centaurus Financial
California
$774K +$36.3K +696 +5%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$623K +$261K +5,007 +73%
RJA
19
Raymond James & Associates
Florida
$537K -$1.26M -24,196 -70%
WCFA
20
Walkner Condon Financial Advisors
Wisconsin
$495K +$492K +9,437 New
HighTower Advisors
21
HighTower Advisors
Illinois
$456K +$447K +8,581 New
DIA
22
Dana Investment Advisors
Wisconsin
$424K -$10.7K -205 -2%
Truist Financial
23
Truist Financial
North Carolina
$296K -$219K -4,191 -43%
MLIC
24
Mandatum Life Insurance Company
Finland
$286K
LFG
25
Larson Financial Group
Missouri
$281K +$31.7K +608 +13%

HYXF Hedge Fund Activity: Q2 2021 in Review

42 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q2 2021, worth a combined $37.7M — down 6.7% from $40.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HYXF positions and 4 closed out — a net gain of 3 holders — while 15 added to existing stakes and 11 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.96M. The largest seller was Jane Street, exiting entirely with an estimated $4.06M sold.

  • 42 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q2 2021, up from 39 in Q1 2021.
  • Funds reported $37.7M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q2 2021, down 6.7% quarter-over-quarter.
  • 7 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q2 2021 and 4 closed out, a net change of +3 holders.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q2 2021 was Goldman Sachs, an estimated $1.96M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q2 2021 was Jane Street, an estimated $4.06M sold.

Based on aggregated 13F filings for Q2 2021.