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iShares ESG Advanced High Yield Corporate Bond ETF

54 hedge funds and large institutions have $47.3M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

27% more capital invested

Capital invested by funds: $37.2M → $47.3M (+$10.1M)

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

10% more funds holding

Funds holding: 4954 (+5)

7.53% more ownership

Funds ownership: 32.87%40.4% (+7.5%)

Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
21
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$7.97M +$8.1M +184,550 New
BlackRock
2
BlackRock
New York
$5.42M
SWM
3
SigFig Wealth Management
California
$4.56M +$880K +20,060 +23%
FNWM
4
Financial Network Wealth Management
Utah
$3.07M +$349K +7,964 +13%
VCP
5
Verus Capital Partners
Arizona
$2.51M +$110K +2,509 +5%
UBS Group
6
UBS Group
Switzerland
$2.3M +$112K +2,553 +5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.24M +$302K +6,878 +15%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.76M +$81.8K +1,865 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.2M +$246K +5,604 +25%
WCFA
10
Walkner Condon Financial Advisors
Wisconsin
$1.17M +$53.3K +1,215 +5%
HI
11
Harbour Investments
Wisconsin
$1.16M -$8.69K -198 -0.7%
MLIC
12
Mandatum Life Insurance Company
Finland
$1.06M
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.02M -$3.73K -85 -0.4%
AWS
14
Atria Wealth Solutions
New York
$837K +$4.56K +104 +0.5%
AssetMark Inc
15
AssetMark Inc
California
$731K +$245K +5,595 +49%
Osaic Holdings
16
Osaic Holdings
Arizona
$711K -$206K -4,692 -22%
KAS
17
Kestra Advisory Services
Texas
$669K -$7.98K -182 -1%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$665K +$665K +15,158 New
HighTower Advisors
19
HighTower Advisors
Illinois
$579K -$12.6K -287 -2%
CCM
20
Colorado Capital Management
Colorado
$577K +$587K +13,371 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$558K +$30.1K +686 +6%
NA
22
NewEdge Advisors
Louisiana
$499K -$47.6K -1,086 -9%
LPL Financial
23
LPL Financial
California
$482K -$29.3K -668 -6%
LFG
24
Larson Financial Group
Missouri
$475K +$31.4K +715 +7%
MCWS
25
McKinley Carter Wealth Services
West Virginia
$467K -$8.42K -192 -2%

HYXF Hedge Fund Activity: Q3 2023 in Review

54 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q3 2023, worth a combined $47.3M — up 27% from $37.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HYXF positions and 4 closed out — a net gain of 5 holders — while 21 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $8.1M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $466K sold.

  • 54 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q3 2023, up from 49 in Q2 2023.
  • Funds reported $47.3M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q3 2023, up 27% quarter-over-quarter.
  • 9 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q3 2023 and 4 closed out, a net change of +5 holders.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q3 2023 was Jane Street, an estimated $8.1M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q3 2023 was Flow Traders U.S., an estimated $466K sold.

Based on aggregated 13F filings for Q3 2023.