iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
58 hedge funds and large institutions have $44.5M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
63% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 16
4.45% more ownership
Funds ownership: 40.66% → 45.11% (+4.5%)
4% more funds holding
Funds holding: 56 → 58 (+2)
8% less capital invested
Capital invested by funds: $48.6M → $44.5M (-$4.05M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
+$6.76M |
| 2 |
BlackRock
New York
|
+$2.09M |
| 3 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$824K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$644K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$410K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.1M |
| 2 |
NA
Nottingham Advisors
Amherst,
New York
|
-$1.49M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$708K |
| 4 |
MM
Main Management
San Francisco,
California
|
-$444K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$286K |
HYXF Hedge Fund Activity: Q1 2023 in Review
58 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q1 2023, worth a combined $44.5M — down 8.3% from $48.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HYXF positions and 4 closed out — a net gain of 3 holders — while 26 added to existing stakes and 16 trimmed.
The largest buyer was Summit Wealth Group, opening a new position worth an estimated $6.76M. The largest seller was Jane Street, cutting an estimated $3.1M.
- 58 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q1 2023, up from 56 in Q4 2022.
- Funds reported $44.5M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q1 2023, down 8.3% quarter-over-quarter.
- 7 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q1 2023 and 4 closed out, a net change of +3 holders.
- The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $6.76M added.
- The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q1 2023 was Jane Street, an estimated $3.1M sold.
Based on aggregated 13F filings for Q1 2023.