iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
71 hedge funds and large institutions have $68.2M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 9 reducing their positions, and 3 closing their positions.
433% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 3
278% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 9
18% more capital invested
Capital invested by funds: $57.6M → $68.2M (+$10.6M)
18% more funds holding
Funds holding: 60 → 71 (+11)
3.59% more ownership
Funds ownership: 38.89% → 42.48% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$6.07M |
| 2 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
+$1.42M |
| 3 |
SI
Seeds Investor
New York
|
+$609K |
| 4 |
LPL Financial
San Diego,
California
|
+$568K |
| 5 |
SWM
SigFig Wealth Management
San Francisco,
California
|
+$519K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$201K |
| 2 |
Jane Street
New York
|
-$157K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$156K |
| 4 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
-$139K |
| 5 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
-$96.8K |
HYXF Hedge Fund Activity: Q4 2024 in Review
71 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q4 2024, worth a combined $68.2M — up 18% from $57.6M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new HYXF positions and 3 closed out — a net gain of 13 holders — while 34 added to existing stakes and 9 trimmed.
The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $6.07M. The largest seller was Stifel Financial, exiting entirely with an estimated $201K sold.
- 71 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q4 2024, up from 60 in Q3 2024.
- Funds reported $68.2M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q4 2024, up 18% quarter-over-quarter.
- 16 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q4 2024 and 3 closed out, a net change of +13 holders.
- The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q4 2024 was Retirement Capital Strategies, an estimated $6.07M added.
- The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q4 2024 was Stifel Financial, an estimated $201K sold.
Based on aggregated 13F filings for Q4 2024.