iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
60 hedge funds and large institutions have $57.6M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 10 reducing their positions, and 5 closing their positions.
230% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 10
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
8% more capital invested
Capital invested by funds: $53.5M → $57.6M (+$4.06M)
7% more funds holding
Funds holding: 56 → 60 (+4)
0.25% less ownership
Funds ownership: 39.14% → 38.89% (-0.25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
+$1.32M |
| 2 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$1.13M |
| 3 |
BMD
Better Money Decisions
Santa Fe,
New Mexico
|
+$351K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$258K |
| 5 |
FNWM
Financial Network Wealth Management
Draper,
Utah
|
+$254K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.15M |
| 2 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$1.09M |
| 3 |
VCP
Verus Capital Partners
Scottsdale,
Arizona
|
-$543K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$456K |
| 5 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
-$315K |
HYXF Hedge Fund Activity: Q3 2024 in Review
60 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q3 2024, worth a combined $57.6M — up 7.6% from $53.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new HYXF positions and 5 closed out — a net gain of 5 holders — while 33 added to existing stakes and 10 trimmed.
The largest buyer was Howland Capital Management, opening a new position worth an estimated $1.32M. The largest seller was Jane Street, cutting an estimated $1.15M.
- 60 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q3 2024, up from 56 in Q2 2024.
- Funds reported $57.6M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q3 2024, up 7.6% quarter-over-quarter.
- 10 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q3 2024 and 5 closed out, a net change of +5 holders.
- The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q3 2024 was Howland Capital Management, an estimated $1.32M added.
- The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q3 2024 was Jane Street, an estimated $1.15M sold.
Based on aggregated 13F filings for Q3 2024.