We are live on ! Find out more
HYXF icon

iShares ESG Advanced High Yield Corporate Bond ETF

74 hedge funds and large institutions have $63.6M invested in iShares ESG Advanced High Yield Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 12

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $56.6M → $63.6M (+$6.96M)

9% more funds holding

Funds holding: 6874 (+6)

2.93% more ownership

Funds ownership: 30.71%33.64% (+2.9%)

Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
34
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1
SigFig Wealth Management
California
$10.9M +$1.03M +21,698 +10%
CCM
2
Colorado Capital Management
Colorado
$4.24M +$122K +2,576 +3%
UBS Group
3
UBS Group
Switzerland
$3.64M +$240K +5,076 +7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.4M -$32.9K -696 -1%
BRIA
5
Balanced Rock Investment Advisors
Massachusetts
$3.17M +$224K +4,747 +8%
LPL Financial
6
LPL Financial
California
$2.67M -$782K -16,548 -23%
Bank of America
7
Bank of America
North Carolina
$2.53M +$182K +3,849 +8%
II
8
Impact Investors
California
$2.45M +$2.44M +51,611 New
AssetMark Inc
9
AssetMark Inc
California
$2.25M +$127K +2,679 +6%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.15M +$518K +10,952 +32%
Raymond James Financial
11
Raymond James Financial
Florida
$2.05M +$61K +1,290 +3%
HI
12
Harbour Investments
Wisconsin
$1.49M -$55.5K -1,175 -4%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.41M +$69K +1,461 +5%
SI
14
Seeds Investor
New York
$1.33M +$252K +5,329 +24%
HighTower Advisors
15
HighTower Advisors
Illinois
$1.31M +$53.8K +1,138 +4%
FNWM
16
Financial Network Wealth Management
Utah
$1.19M +$1.19M +25,137 New
HSBC Holdings
17
HSBC Holdings
United Kingdom
$1.14M +$1.13M +24,000 New
IGAM
18
iA Global Asset Management
Quebec, Canada
$1.06M +$1.06M +22,350 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.06M +$33.2K +703 +3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$924K -$146K -3,091 -14%
Wells Fargo
21
Wells Fargo
California
$874K +$146K +3,083 +20%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$869K +$346K +7,331 +67%
TDWM
23
Topel & Distasi Wealth Management
California
$866K +$5.06K +107 +0.6%
OCM
24
One Capital Management
California
$844K +$8.55K +181 +1%
SWG
25
Summit Wealth Group
Vermont
$719K +$716K +15,147 New

HYXF Hedge Fund Activity: Q3 2025 in Review

74 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) for Q3 2025, worth a combined $63.6M — up 12% from $56.6M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HYXF positions and 6 closed out — a net gain of 10 holders — while 34 added to existing stakes and 12 trimmed.

The largest buyer was Impact Investors, opening a new position worth an estimated $2.44M. The largest seller was LPL Financial, cutting an estimated $782K.

  • 74 institutional investors held iShares ESG Advanced High Yield Corporate Bond ETF (HYXF) as of Q3 2025, up from 68 in Q2 2025.
  • Funds reported $63.6M of iShares ESG Advanced High Yield Corporate Bond ETF stock for Q3 2025, up 12% quarter-over-quarter.
  • 16 funds opened new iShares ESG Advanced High Yield Corporate Bond ETF positions in Q3 2025 and 6 closed out, a net change of +10 holders.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF buyer in Q3 2025 was Impact Investors, an estimated $2.44M added.
  • The largest iShares ESG Advanced High Yield Corporate Bond ETF seller in Q3 2025 was LPL Financial, an estimated $782K sold.

Based on aggregated 13F filings for Q3 2025.