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iShares ESG Advanced High Yield Corporate Bond ETF

68 hedge funds and large institutions have $56.6M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

0% more funds holding

Funds holding: 6868 (0)

2.87% less ownership

Funds ownership: 33.58%30.71% (-2.9%)

10% less capital invested

Capital invested by funds: $62.7M → $56.6M (-$6.07M)

Holders
68
Holders Change
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
30
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1
SigFig Wealth Management
California
$9.85M +$204K +4,391 +2%
CCM
2
Colorado Capital Management
Colorado
$4.11M +$211K +4,555 +6%
LPL Financial
3
LPL Financial
California
$3.46M +$1.24M +26,816 +58%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.43M +$252K +5,445 +8%
UBS Group
5
UBS Group
Switzerland
$3.4M +$26.1K +563 +0.8%
BRIA
6
Balanced Rock Investment Advisors
Massachusetts
$2.94M +$45.4K +979 +2%
Bank of America
7
Bank of America
North Carolina
$2.35M +$388K +8,368 +20%
AssetMark Inc
8
AssetMark Inc
California
$2.13M +$150K +3,246 +8%
Raymond James Financial
9
Raymond James Financial
Florida
$1.99M +$12.2K +264 +0.6%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.63M -$1.37M -29,611 -46%
HI
11
Harbour Investments
Wisconsin
$1.54M +$20.2K +436 +1%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.34M +$8.48K +183 +0.7%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.26M +$8.99K +194 +0.7%
BMD
14
Better Money Decisions
New Mexico
$1.09M +$20.5K +442 +2%
SI
15
Seeds Investor
New York
$1.08M +$109K +2,351 +12%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.07M +$173K +3,731 +20%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.02M +$65K +1,402 +7%
TDWM
18
Topel & Distasi Wealth Management
California
$862K +$40.3K +869 +5%
OCM
19
One Capital Management
California
$835K -$31.8K -685 -4%
APW
20
Aurora Private Wealth
New Jersey
$805K +$785K +16,940 New
Wells Fargo
21
Wells Fargo
California
$728K +$47.4K +1,023 +7%
CWM
22
Congress Wealth Management
Massachusetts
$653K +$91.8K +1,979 +17%
AIP
23
Ameritas Investment Partners
Nebraska
$597K -$1.07K -23 -0.2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$522K -$118K -2,545 -19%
KAS
25
Kestra Advisory Services
Texas
$518K -$1.62K -35 -0.3%

HYXF Hedge Fund Activity: Q2 2025 in Review

68 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q2 2025, worth a combined $56.6M — down 9.7% from $62.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HYXF positions and 6 closed out — a net gain of 2 holders — while 30 added to existing stakes and 19 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.24M. The largest seller was BlackRock, exiting entirely with an estimated $4.9M sold.

  • 68 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $56.6M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q2 2025, down 9.7% quarter-over-quarter.
  • 8 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q2 2025 and 6 closed out, a net change of +2 holders.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q2 2025 was LPL Financial, an estimated $1.24M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q2 2025 was BlackRock, an estimated $4.9M sold.

Based on aggregated 13F filings for Q2 2025.