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iShares ESG Advanced High Yield Corporate Bond ETF

58 hedge funds and large institutions have $58.8M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0% more funds holding

Funds holding: 5858 (0)

2.7% less ownership

Funds ownership: 47.56%44.86% (-2.7%)

15% less capital invested

Capital invested by funds: $69.5M → $58.8M (-$10.7M)

Holders
58
Holders Change
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
21
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$10.8M -$581K -12,984 -5%
FTUS
2
Flow Traders U.S.
New York
$6.1M -$11.4M -255,622 -64%
UBS Group
3
UBS Group
Switzerland
$3.28M +$119K +2,664 +4%
PWPCM
4
Perella Weinberg Partners Capital Management
New York
$2.61M +$2.77M +61,909 New
FNWM
5
Financial Network Wealth Management
Utah
$2.59M +$2.75M +61,504 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.58M -$60.2K -1,344 -2%
BlackRock
7
BlackRock
New York
$2.32M -$2.12M -47,289 -46%
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$2.29M +$233K +5,200 +11%
AWM
9
AE Wealth Management
Kansas
$1.74M +$231K +5,158 +14%
LPL Financial
10
LPL Financial
California
$1.68M +$159K +3,557 +10%
NA
11
Nottingham Advisors
New York
$1.63M -$110K -2,449 -6%
SWM
12
SigFig Wealth Management
California
$1.44M +$1.03M +22,902 +208%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.41M +$37.8K +844 +3%
VCP
14
Verus Capital Partners
Arizona
$1.31M +$304K +6,787 +28%
HWMA
15
Heritage Wealth Management (Arizona)
Arizona
$1.27M -$26K -581 -2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.15M +$268K +5,993 +28%
MLIC
17
Mandatum Life Insurance Company
Finland
$1.04M
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.01M +$13.9K +311 +1%
HI
19
Harbour Investments
Wisconsin
$880K
Bank of America
20
Bank of America
North Carolina
$868K -$313K -7,001 -25%
WCFA
21
Walkner Condon Financial Advisors
Wisconsin
$818K +$68K +1,520 +9%
Osaic Holdings
22
Osaic Holdings
Arizona
$809K -$337K -7,524 -28%
AWS
23
Atria Wealth Solutions
New York
$802K +$852K +19,025 New
MM
24
Main Management
California
$667K
HighTower Advisors
25
HighTower Advisors
Illinois
$650K +$51K +1,139 +8%

HYXF Hedge Fund Activity: Q3 2022 in Review

58 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q3 2022, worth a combined $58.8M — down 15% from $69.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HYXF positions and 9 closed out — a net gain of 1 holder — while 21 added to existing stakes and 20 trimmed.

The largest buyer was Perella Weinberg Partners Capital Management, opening a new position worth an estimated $2.77M. The largest seller was Flow Traders U.S., cutting an estimated $11.4M.

  • 58 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $58.8M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q3 2022, down 15% quarter-over-quarter.
  • 10 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q3 2022 and 9 closed out, a net change of +1 holder.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q3 2022 was Perella Weinberg Partners Capital Management, an estimated $2.77M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q3 2022 was Flow Traders U.S., an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2022.