iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
56 hedge funds and large institutions have $48.6M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 10 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 19
3% less funds holding
Funds holding: 58 → 56 (-2)
4.21% less ownership
Funds ownership: 44.86% → 40.66% (-4.2%)
17% less capital invested
Capital invested by funds: $58.8M → $48.6M (-$10.2M)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWMA
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
+$1.26M |
| 2 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$649K |
| 3 |
VCP
Verus Capital Partners
Scottsdale,
Arizona
|
+$557K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$548K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$395K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$5.11M |
| 2 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
-$2.61M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$2.29M |
| 4 |
Jane Street
New York
|
-$1.86M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.15M |
HYXF Hedge Fund Activity: Q4 2022 in Review
56 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q4 2022, worth a combined $48.6M — down 17% from $58.8M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of HYXF and 8 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 21 added.
The largest buyer was Heritage Wealth Management (Arizona), adding an estimated $1.26M. The largest seller was Flow Traders U.S., cutting an estimated $5.11M.
- 56 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q4 2022, down from 58 in Q3 2022.
- Funds reported $48.6M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q4 2022, down 17% quarter-over-quarter.
- 8 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q4 2022 and 10 closed out, a net change of -2 holders.
- The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q4 2022 was Heritage Wealth Management (Arizona), an estimated $1.26M added.
- The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q4 2022 was Flow Traders U.S., an estimated $5.11M sold.
Based on aggregated 13F filings for Q4 2022.