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iShares ESG Advanced High Yield Corporate Bond ETF

43 hedge funds and large institutions have $41.2M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

9% more capital invested

Capital invested by funds: $37.7M → $41.2M (+$3.49M)

2% more funds holding

Funds holding: 4243 (+1)

0.08% more ownership

Funds ownership: 34.14%34.22% (+0.08%)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
20
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$6.01M +$893K +17,011 +17%
NA
2
Nottingham Advisors
New York
$3.15M +$262K +4,981 +9%
SSWM
3
Sheets Smith Wealth Management
North Carolina
$2.63M +$28.3K +538 +1%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.47M +$262K +4,993 +12%
FTUS
5
Flow Traders U.S.
New York
$2.24M -$1.68M -32,023 -43%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.92M +$135K +2,569 +8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.86M +$82.2K +1,565 +5%
LPL Financial
8
LPL Financial
California
$1.82M +$812K +15,473 +80%
HWMA
9
Heritage Wealth Management (Arizona)
Arizona
$1.76M +$28.1K +536 +2%
Bank of America
10
Bank of America
North Carolina
$1.59M +$327K +6,220 +26%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.47M -$44.6K -850 -3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.35M -$41K -781 -3%
Goldman Sachs
13
Goldman Sachs
New York
$1.19M -$775K -14,766 -39%
AWM
14
AE Wealth Management
Kansas
$1.13M +$109K +2,082 +11%
Citadel Advisors
15
Citadel Advisors
Florida
$958K +$962K +18,316 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$881K +$262K +4,985 +42%
CF
17
Centaurus Financial
California
$847K +$76.6K +1,458 +10%
GAG
18
GM Advisory Group
New York
$811K
HighTower Advisors
19
HighTower Advisors
Illinois
$793K +$342K +6,514 +76%
HNW
20
High Note Wealth
Minnesota
$765K -$13.6K -259 -2%
NYLIM
21
New York Life Investment Management
New York
$739K +$742K +14,136 New
HI
22
Harbour Investments
Wisconsin
$658K +$595K +11,338 +911%
BAAM
23
Baker Avenue Asset Management
California
$552K +$554K +10,554 New
RJA
24
Raymond James & Associates
Florida
$519K -$15.3K -291 -3%
RCS
25
Retirement Capital Strategies
California
$422K +$424K +8,070 New

HYXF Hedge Fund Activity: Q3 2021 in Review

43 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q3 2021, worth a combined $41.2M — up 9.3% from $37.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HYXF positions and 4 closed out — a net gain of 2 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $962K. The largest seller was Flow Traders U.S., cutting an estimated $1.68M.

  • 43 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q3 2021, up from 42 in Q2 2021.
  • Funds reported $41.2M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q3 2021, up 9.3% quarter-over-quarter.
  • 6 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q3 2021 and 4 closed out, a net change of +2 holders.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q3 2021 was Citadel Advisors, an estimated $962K added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q3 2021 was Flow Traders U.S., an estimated $1.68M sold.

Based on aggregated 13F filings for Q3 2021.