iShares ESG Adv High YieldHYXFETF
13F holders, Q1 2024 (March 31)59holders
$45.65avg. 13F price*
At the end of Q1 2024, 59 institutions reported holding iShares ESG Adv High Yield (HYXF) in their 13F filings. The largest holders were SigFig Wealth Management, LLC ($6.6M), BlackRock Inc. ($5.1M) and Olde Wealth Management, LLC ($3.5M).
- Company
- iShares ESG Adv High Yield
- CUSIP
- 46435G441
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.2M |
| Exits | 5 | $1.3M |
Ownership 59 holders
| SigFig Wealth Management, LLC | 0.24% | Add +15.9% | 143,646 | $6.6M |
| BlackRock Inc. | 0.00% | Reduce -9.0% | 112,324 | $5.1M |
| Olde Wealth Management, LLC | 1.68% | Add +9.6% | 78,580 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.8% | 60,057 | $2.7M |
| Colorado Capital Management, Inc. | 1.57% | Add +32.0% | 59,531 | $2.7M |
| UBS Group AG | 0.00% | Add +80.7% | 57,990 | $2.6M |
| Balanced Rock Investment Advisors LLC | 2.19% | Add +25.1% | 56,184 | $2.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.7% | 39,555 | $1.8M |
| Verus Capital Partners, LLC | 0.15% | Reduce -25.6% | 29,957 | $1.4M |
| Harbour Investments, Inc. | 0.04% | Add +2.8% | 27,693 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +13.2% | 27,049 | $1.2M |
| Walkner Condon Financial Advisors LLC | 0.25% | Reduce -6.8% | 26,047 | $1.2M |
| Mandatum Life Insurance Co Ltd | 0.38% | No change | 24,580 | $1.1M |
| Assetmark, Inc. | 0.00% | Add +0.9% | 24,187 | $1.1M |
| Retirement Capital Strategies | 0.44% | New | 23,643 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.4% | 22,484 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -74.8% | 22,114 | $1.0M |
| Lincoln National Corp. | 0.02% | Add +15.0% | 21,435 | $979K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.0% | 19,387 | $886K |
| LPL Financial LLC | 0.00% | Add +40.6% | 18,970 | $867K |
| Bank of America Corp. | 0.00% | Add +15.7% | 13,603 | $622K |
| HighTower Advisors, LLC | 0.00% | Add +11.1% | 13,392 | $616K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -10.4% | 13,481 | $616K |
| Topel & Distasi Wealth Management, LLC | 0.27% | Add +24.8% | 13,415 | $613K |
| Petix & Botte Co | 0.15% | New | 13,415 | $613K |
| Larson Financial Group LLC | 0.05% | Add +16.7% | 12,840 | $587K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.4% | 12,508 | $572K |
| CW Advisors, LLC | 0.01% | Reduce -0.5% | 12,083 | $552K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +2.0% | 10,479 | $479K |
| Royal Bank of Canada | 0.00% | Reduce -5.3% | 7,250 | $331K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -22.9% | 6,911 | $316K |
| One Capital Management, LLC | 0.01% | No change | 6,012 | $275K |
| Curtis Advisory Group, LLC | 0.10% | No change | 5,723 | $261K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.4% | 4,710 | $215K |
| Stifel Financial Corp. | 0.00% | Add +3.3% | 4,655 | $213K |
| MML Investors Services, LLC | 0.00% | Reduce -12.7% | 4,550 | $208K |
| Bank of New York Mellon Corp | 0.00% | New | 4,390 | $201K |
| Osaic Holdings, Inc. | 0.00% | Reduce -28.1% | 4,074 | $186K |
| Milestone Investment Advisors LLC | 0.05% | Reduce -1.2% | 3,710 | $170K |
| Avior Wealth Management, LLC | 0.01% | New | 3,308 | $151K |
| Wells Fargo & Company | 0.00% | Add +14.3% | 2,695 | $123K |
| FMR LLC | 0.00% | Add +10.7% | 2,404 | $110K |
| Continuum Advisory, LLC | 0.02% | New | 2,307 | $104K |
| ICA Group Wealth Management, LLC | 0.02% | No change | 2,000 | $91K |
| Financial Connections Group, Inc. | 0.07% | Reduce -9.0% | 1,360 | $63K |
| Syntrinsic LLC | 0.02% | Add +48.0% | 1,322 | $59K |
| Horizons Wealth Management | 0.04% | No change | 1,299 | $59K |
| Cwm, LLC | 0.00% | Add +7.5% | 1,167 | $53K |
| Cranbrook Wealth Management, LLC | 0.01% | Add +761.8% | 948 | $43K |
| Jones Financial Companies LLLP | 0.00% | New | 681 | $31K |
| NewEdge Advisors, LLC | 0.00% | Reduce -94.7% | 600 | $27K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -72.5% | 277 | $13K |
| Sunbelt Securities, Inc. | 0.00% | No change | 200 | $9K |
| Woodmont Investment Counsel LLC | 0.00% | New | 197 | $9K |
| PFS Partners, LLC | 0.00% | New | 158 | $7K |
| Armor Investment Advisors, LLC | 0.00% | Reduce -66.3% | 121 | $6K |
| Farther Finance Advisors, LLC | 0.00% | No change | 41 | $2K |
| Allworth Financial LP | 0.00% | Reduce -5.3% | 18 | $823 |
| Morgan Stanley | 0.00% | Reduce -99.5% | 1 | $52 |
"% 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.