iShares ESG Adv High YieldHYXFETF
13F holders, Q2 2026 (June 30)85holders +2
8new positions
3sold out
$46.70avg. 13F price*
At the end of Q2 2026, 85 institutions reported holding iShares ESG Adv High Yield (HYXF) in their 13F filings, up 2 from Q1 2026. 8 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($6.5M), Colorado Capital Management, Inc. ($4.7M) and Bank of Montreal ($4.3M).
- Company
- iShares ESG Adv High Yield
- CUSIP
- 46435G441
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.1M |
| Exits | 3 | $2.5M |
All 13F filers, Q1 2026 → Q2 2026: 192,049 shares bought and 123,826 shares sold, net +68,223 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| LPL Financial LLC | 0.00% | Add +14.7% | 139,974 | $6.5M |
| Colorado Capital Management, Inc. | 1.60% | Add +2.9% | 100,698 | $4.7M |
| Bank of Montreal | 0.00% | Add +22.6% | 91,280 | $4.3M |
| UBS Group AG | 0.00% | Add +1.9% | 82,741 | $3.9M |
| Balanced Rock Investment Advisors LLC | 2.33% | Add +9.5% | 80,019 | $3.7M |
| Wells Fargo & Company | 0.00% | Add +106.7% | 77,944 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -13.1% | 77,604 | $3.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.8% | 72,596 | $3.4M |
| Assetmark, Inc. | 0.01% | Add +1.8% | 61,880 | $2.9M |
| Bank of America Corp. | 0.00% | Add +7.1% | 54,428 | $2.5M |
| Osaic Holdings, Inc. | 0.00% | Add +218.2% | 52,285 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Add +51.4% | 45,387 | $2.1M |
| Seeds Investor LLC | 0.22% | Add +0.8% | 44,914 | $2.1M |
| Apella Capital, LLC | 0.02% | Add +3.4% | 31,506 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +1.8% | 30,756 | $1.4M |
| Modern Wealth Management, LLC | 0.02% | Add +13.1% | 28,835 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.3% | 27,021 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +0.0% | 26,249 | $1.2M |
| HSBC Holdings PLC | 0.00% | No change | 24,000 | $1.1M |
| Olde Wealth Management, LLC | 0.32% | Add +0.0% | 24,011 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.0% | 22,672 | $1.1M |
| One Capital Management, LLC | 0.03% | No change | 21,073 | $976K |
| Topel & Distasi Wealth Management, LLC | 0.42% | Add +4.5% | 18,729 | $875K |
| Aurora Private Wealth, Inc. | 0.55% | Reduce -2.9% | 18,693 | $873K |
| Impact Investors, Inc | 0.58% | Reduce -68.7% | 17,125 | $800K |
| Summit Wealth Group, LLC | 0.16% | Add +0.8% | 17,105 | $799K |
| Mason & Associates Inc | 0.12% | Reduce -1.3% | 16,325 | $763K |
| Jones Financial Companies LLLP | 0.00% | Add +78.3% | 15,538 | $725K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +8.8% | 15,232 | $712K |
| Bank of New York Mellon Corp | 0.00% | Add +11.1% | 15,014 | $701K |
| iA Global Asset Management Inc. | 0.01% | Add +12.1% | 13,625 | $637K |
| Zenith Solutions, Inc. | 0.57% | — | 13,508 | $631K |
| Natural Investments, LLC | 0.13% | Reduce -14.9% | 12,539 | $585K |
| Mutual Advisors, LLC | 0.01% | Add +33.5% | 10,749 | $502K |
| Harbour Investments, Inc. | 0.01% | Reduce -7.7% | 10,502 | $491K |
| American Money Management, LLC | 0.06% | Add +3.0% | 9,298 | $434K |
| Diversified Enterprises, LLC | 0.02% | Reduce -0.3% | 9,209 | $430K |
| FMR LLC | 0.00% | Add +7.3% | 7,642 | $357K |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.16% | Add +4.0% | 7,413 | $346K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -1.4% | 7,356 | $344K |
| Marshall Investment Management, LLC | 0.12% | Add +12.9% | 6,313 | $295K |
| FinArc Investments, Inc. | 0.27% | No change | 6,295 | $294K |
| Schmidt P J Investment Management Inc. | 0.04% | Add +1.4% | 6,146 | $287K |
| Fifth Third Securities, Inc. | 0.02% | Add +33.0% | 6,011 | $281K |
| Verus Capital Partners, LLC | 0.02% | Reduce -17.2% | 5,993 | $280K |
| Baker Avenue Asset Management, LP | 0.01% | Add +0.6% | 5,840 | $273K |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.0% | 5,802 | $271K |
| JPMorgan Chase & Co. | 0.00% | Add +4.2% | 5,540 | $259K |
| Heartland Bank & Trust Co | 0.05% | Reduce -1.1% | 5,516 | $258K |
| Stifel Financial Corp. | 0.00% | New | 5,162 | $241K |
| Sweeney & Michel, LLC | 0.06% | Add +2.0% | 5,152 | $239K |
| Financial Gravity Companies, Inc. | 0.04% | — | 5,118 | $239K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 5,016 | $234K |
| Farmers National Bank | 0.05% | Reduce -18.5% | 4,881 | $228K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.2% | 4,761 | $222K |
| Curtis Advisory Group, LLC | 0.04% | New | 4,695 | $219K |
| Milestone Investment Advisors LLC | 0.05% | Reduce -2.1% | 4,676 | $218K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 4,648 | $217K |
| Estate Counselors, LLC | 0.02% | New | 4,625 | $216K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -39.5% | 4,435 | $207K |
| Larson Financial Group LLC | 0.00% | Reduce -19.3% | 4,004 | $187K |
| US Bancorp \de | 0.00% | No change | 3,471 | $162K |
| Sunrise Financial Services, LLC | 0.08% | No change | 2,888 | $135K |
| Continuum Advisory, LLC | 0.01% | New | 2,687 | $126K |
| Key Financial Inc | 0.01% | Add +9.5% | 1,861 | $87K |
| Rossby Financial, LCC | 0.01% | Add +4.3% | 1,639 | $77K |
| IMA Advisory Services, Inc. | 0.00% | Add +1.5% | 1,522 | $70K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -16.6% | 1,075 | $50K |
| AE Wealth Management LLC | 0.00% | Reduce -0.7% | 1,004 | $47K |
| Fiduciary Financial Advisors | 0.00% | New | 996 | $47K |
| Cape Investment Advisory, Inc. | 0.01% | New | 867 | $41K |
| PFS Partners, LLC | 0.01% | Add +1.2% | 759 | $35K |
| NBT Bank, N.A. | 0.00% | Reduce -2.1% | 702 | $33K |
| Glassy Mountain Advisors, Inc. | 0.01% | No change | 672 | $31K |
| Triumph Capital Management | 0.01% | Add +32.4% | 650 | $30K |
| High Note Wealth, LLC | 0.00% | No change | 505 | $24K |
| Birchwood Financial Partners, Inc. | 0.02% | No change | 470 | $22K |
| Front Row Advisors LLC | 0.01% | No change | 425 | $20K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 393 | $18K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 352 | $16K |
| Millstone Evans Group, LLC | 0.01% | No change | 251 | $12K |
| Spire Wealth Management | 0.00% | Add +0.4% | 244 | $11K |
| IFP Advisors, Inc | 0.00% | Reduce -65.0% | 167 | $8K |
| Morgan Stanley | 0.00% | New | 1 | $89 |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -97.7% | 1 | $66 |
"% of holder's portfolio" is HYXF's weight in each manager's 13F, not the share of iShares ESG Adv High Yield the manager owns.