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iShares ESG Advanced High Yield Corporate Bond ETF

67 hedge funds and large institutions have $75.1M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

145% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 11

53% more capital invested

Capital invested by funds: $49.1M → $75.1M (+$25.9M)

31% more funds holding

Funds holding: 5167 (+16)

10.84% more ownership

Funds ownership: 33.96%44.8% (+11%)

Holders
67
Holders Change
+16
Holders Change %
+31.37%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
27
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$12.7M +$11.1M +224,495 +625%
BlackRock
2
BlackRock
New York
$10.2M +$2.51M +50,814 +32%
UBS Group
3
UBS Group
Switzerland
$3.81M -$1.92M -38,923 -33%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.5M +$1.24M +24,991 +53%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$3.29M +$3.31M +66,922 +9,900%
Citadel Advisors
6
Citadel Advisors
Florida
$3.02M +$2.79M +56,447 +991%
FTUS
7
Flow Traders U.S.
New York
$2.75M +$2.32M +46,859 +487%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.67M +$158K +3,192 +6%
NA
9
Nottingham Advisors
New York
$2.56M +$208K +4,207 +9%
Mackenzie Financial
10
Mackenzie Financial
Ontario, Canada
$2.03M +$1.13M +22,889 +121%
Bank of America
11
Bank of America
North Carolina
$1.9M -$309K -6,248 -14%
LPL Financial
12
LPL Financial
California
$1.76M +$60.6K +1,226 +4%
AWM
13
AE Wealth Management
Kansas
$1.61M +$354K +7,163 +28%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.59M -$84.4K -1,708 -5%
HWMA
15
Heritage Wealth Management (Arizona)
Arizona
$1.57M +$1.6M +32,411 New
WT
16
Whittier Trust
California
$1.06M -$34.6K -700 -3%
5L
17
55I LLC
Massachusetts
$1.03M +$1.05M +21,268 New
NYLIM
18
New York Life Investment Management
New York
$974K +$137K +2,768 +16%
OWA
19
One Wealth Advisors
California
$943K +$960K +19,410 New
AWS
20
Atria Wealth Solutions
New York
$924K +$941K +19,025 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$888K +$53.7K +1,086 +6%
MML Investors Services
22
MML Investors Services
Massachusetts
$863K +$607K +12,280 +224%
CF
23
Centaurus Financial
California
$851K +$4.84K +98 +0.6%
MM
24
Main Management
California
$769K +$53.2K +1,077 +7%
HighTower Advisors
25
HighTower Advisors
Illinois
$752K -$88.5K -1,791 -10%

HYXF Hedge Fund Activity: Q1 2022 in Review

67 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q1 2022, worth a combined $75.1M — up 53% from $49.1M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HYXF positions and 4 closed out — a net gain of 19 holders — while 27 added to existing stakes and 11 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $11.1M. The largest seller was UBS Group, cutting an estimated $1.92M.

  • 67 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q1 2022, up from 51 in Q4 2021.
  • Funds reported $75.1M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q1 2022, up 53% quarter-over-quarter.
  • 23 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q1 2022 and 4 closed out, a net change of +19 holders.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $11.1M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q1 2022 was UBS Group, an estimated $1.92M sold.

Based on aggregated 13F filings for Q1 2022.