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iShares ESG Advanced High Yield Corporate Bond ETF

49 hedge funds and large institutions have $37.2M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

12.24% less ownership

Funds ownership: 45.11%32.87% (-12%)

16% less funds holding

Funds holding: 5849 (-9)

16% less capital invested

Capital invested by funds: $44.5M → $37.2M (-$7.33M)

89% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 9

Holders
49
Holders Change
-9
Holders Change %
-15.52%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
22
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$5.54M +$1.01M +23,063 +22%
SWM
2
SigFig Wealth Management
California
$3.76M +$788K +17,955 +27%
FNWM
3
Financial Network Wealth Management
Utah
$2.82M -$173K -3,936 -6%
VCP
4
Verus Capital Partners
Arizona
$2.45M +$261K +5,961 +12%
UBS Group
5
UBS Group
Switzerland
$2.24M -$127K -2,884 -5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.98M +$34K +776 +2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.71M +$82.1K +1,871 +5%
HI
8
Harbour Investments
Wisconsin
$1.19M +$46.5K +1,061 +4%
WCFA
9
Walkner Condon Financial Advisors
Wisconsin
$1.14M +$31.4K +717 +3%
MLIC
10
Mandatum Life Insurance Company
Finland
$1.08M
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.05M -$3.99K -91 -0.4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$975K -$270K -6,155 -22%
Osaic Holdings
13
Osaic Holdings
Arizona
$933K -$37.9K -863 -4%
AWS
14
Atria Wealth Solutions
New York
$850K +$11K +250 +1%
KAS
15
Kestra Advisory Services
Texas
$691K +$56.8K +1,295 +9%
HighTower Advisors
16
HighTower Advisors
Illinois
$599K -$2.72K -62 -0.5%
NA
17
NewEdge Advisors
Louisiana
$557K -$12.4K -282 -2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$539K +$78.1K +1,780 +17%
LPL Financial
19
LPL Financial
California
$521K -$235K -5,351 -31%
AssetMark Inc
20
AssetMark Inc
California
$499K +$295K +6,734 +147%
MCWS
21
McKinley Carter Wealth Services
West Virginia
$485K -$104K -2,362 -18%
NYLIM
22
New York Life Investment Management
New York
$480K -$196K -4,467 -29%
FTUS
23
Flow Traders U.S.
New York
$466K -$4.61K -105 -1%
LFG
24
Larson Financial Group
Missouri
$453K +$38.6K +880 +9%
TDWM
25
Topel & Distasi Wealth Management
California
$422K

HYXF Hedge Fund Activity: Q2 2023 in Review

49 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q2 2023, worth a combined $37.2M — down 16% from $44.5M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of HYXF and 1 opened new positions — a net loss of 8 holders — while 18 trimmed existing stakes and 22 added.

The largest buyer was BlackRock, adding an estimated $1.01M. The largest seller was Jane Street, exiting entirely with an estimated $6.34M sold.

  • 49 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q2 2023, down from 58 in Q1 2023.
  • Funds reported $37.2M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q2 2023, down 16% quarter-over-quarter.
  • 1 fund opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q2 2023 and 9 closed out, a net change of -8 holders.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q2 2023 was BlackRock, an estimated $1.01M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q2 2023 was Jane Street, an estimated $6.34M sold.

Based on aggregated 13F filings for Q2 2023.