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iShares ESG Advanced High Yield Corporate Bond ETF

56 hedge funds and large institutions have $53.5M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 8

6% more capital invested

Capital invested by funds: $50.6M → $53.5M (+$2.85M)

0.27% less ownership

Funds ownership: 39.41%39.14% (-0.27%)

7% less funds holding

Funds holding: 6056 (-4)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
56
Holders Change
-4
Holders Change %
-6.67%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
33
Reduced
8
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1
SigFig Wealth Management
California
$7.44M +$946K +20,981 +15%
BlackRock
2
BlackRock
New York
$5.07M
FNWM
3
Financial Network Wealth Management
Utah
$3.68M +$127K +2,810 +4%
CCM
4
Colorado Capital Management
Colorado
$3.04M +$354K +7,854 +13%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.83M +$114K +2,521 +4%
UBS Group
6
UBS Group
Switzerland
$2.67M +$51.7K +1,147 +2%
BRIA
7
Balanced Rock Investment Advisors
Massachusetts
$2.64M +$102K +2,256 +4%
Jane Street
8
Jane Street
New York
$2.09M +$1.09M +24,146 +109%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.77M -$13.2K -292 -0.7%
HI
10
Harbour Investments
Wisconsin
$1.39M +$142K +3,155 +11%
AssetMark Inc
11
AssetMark Inc
California
$1.35M +$255K +5,662 +23%
WCFA
12
Walkner Condon Financial Advisors
Wisconsin
$1.33M +$156K +3,462 +13%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.26M +$40.5K +899 +3%
VCP
14
Verus Capital Partners
Arizona
$1.19M -$160K -3,551 -12%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.18M +$989K +21,948 +539%
MLIC
16
Mandatum Life Insurance Company
Finland
$1.11M
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.09M +$73.1K +1,621 +7%
RCS
18
Retirement Capital Strategies
California
$1.09M +$17.3K +384 +2%
AWS
19
Atria Wealth Solutions
New York
$876K +$225 +5 +0%
LPL Financial
20
LPL Financial
California
$810K -$46.8K -1,038 -5%
Bank of America
21
Bank of America
North Carolina
$722K +$107K +2,370 +17%
LFG
22
Larson Financial Group
Missouri
$631K +$51K +1,132 +9%
TDWM
23
Topel & Distasi Wealth Management
California
$608K +$2.07K +46 +0.3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$600K +$35.2K +780 +6%
KAS
25
Kestra Advisory Services
Texas
$597K -$12K -267 -2%

HYXF Hedge Fund Activity: Q2 2024 in Review

56 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q2 2024, worth a combined $53.5M — up 5.6% from $50.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HYXF and 7 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 33 added.

The largest buyer was Jane Street, adding an estimated $1.09M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $979K sold.

  • 56 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q2 2024, down from 60 in Q1 2024.
  • Funds reported $53.5M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q2 2024, up 5.6% quarter-over-quarter.
  • 7 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q2 2024 and 10 closed out, a net change of -3 holders.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q2 2024 was Jane Street, an estimated $1.09M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q2 2024 was Lincoln National Corp, an estimated $979K sold.

Based on aggregated 13F filings for Q2 2024.