iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
60 hedge funds and large institutions have $50.6M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
32% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 19
7% more funds holding
Funds holding: 56 → 60 (+4)
4% more capital invested
Capital invested by funds: $48.8M → $50.6M (+$1.82M)
0.94% less ownership
Funds ownership: 40.36% → 39.41% (-0.94%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.18M |
| 2 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$1.07M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$903K |
| 4 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$894K |
| 5 |
CCM
Colorado Capital Management
Boulder,
Colorado
|
+$655K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.98M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$884K |
| 3 |
BlackRock
New York
|
-$502K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$488K |
| 5 |
VCP
Verus Capital Partners
Scottsdale,
Arizona
|
-$469K |
HYXF Hedge Fund Activity: Q1 2024 in Review
60 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q1 2024, worth a combined $50.6M — up 3.7% from $48.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new HYXF positions and 5 closed out — a net gain of 4 holders — while 25 added to existing stakes and 19 trimmed.
The largest buyer was UBS Group, adding an estimated $1.18M. The largest seller was Jane Street, cutting an estimated $2.98M.
- 60 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q1 2024, up from 56 in Q4 2023.
- Funds reported $50.6M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q1 2024, up 3.7% quarter-over-quarter.
- 9 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q1 2024 and 5 closed out, a net change of +4 holders.
- The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q1 2024 was UBS Group, an estimated $1.18M added.
- The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q1 2024 was Jane Street, an estimated $2.98M sold.
Based on aggregated 13F filings for Q1 2024.