iShares ESG Adv High YieldHYXFETF
13F holders, Q2 2024 (June 30)56holders −3
7new positions
10sold out
$45.17avg. 13F price*
At the end of Q2 2024, 56 institutions reported holding iShares ESG Adv High Yield (HYXF) in their 13F filings, down 3 from Q1 2024. 7 opened new positions and 10 sold out. The largest holders were SigFig Wealth Management, LLC ($7.4M), BlackRock Inc. ($5.1M) and Olde Wealth Management, LLC ($3.7M).
- Company
- iShares ESG Adv High Yield
- CUSIP
- 46435G441
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.8M |
| Exits | 10 | $2.6M |
All 13F filers, Q1 2024 → Q2 2024: 153,200 shares bought and 62,664 shares sold, net +90,536 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| SigFig Wealth Management, LLC | 0.28% | Add +14.6% | 164,627 | $7.4M |
| BlackRock Inc. | 0.00% | No change | 112,324 | $5.1M |
| Olde Wealth Management, LLC | 1.40% | Add +3.6% | 81,390 | $3.7M |
| Colorado Capital Management, Inc. | 1.70% | Add +13.2% | 67,385 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.2% | 62,578 | $2.8M |
| UBS Group AG | 0.00% | Add +2.0% | 59,137 | $2.7M |
| Balanced Rock Investment Advisors LLC | 2.22% | Add +4.0% | 58,440 | $2.6M |
| Jane Street Group, LLC | 0.00% | Add +109.2% | 46,260 | $2.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.7% | 39,263 | $1.8M |
| Harbour Investments, Inc. | 0.05% | Add +11.4% | 30,848 | $1.4M |
| Assetmark, Inc. | 0.00% | Add +23.4% | 29,849 | $1.3M |
| Walkner Condon Financial Advisors LLC | 0.29% | Add +13.3% | 29,509 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +3.3% | 27,948 | $1.3M |
| Verus Capital Partners, LLC | 0.12% | Reduce -11.8% | 26,406 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +538.7% | 26,022 | $1.2M |
| Mandatum Life Insurance Co Ltd | 0.37% | No change | 24,580 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.2% | 24,105 | $1.1M |
| Retirement Capital Strategies | 0.44% | Add +1.6% | 24,027 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.0% | 19,392 | $876K |
| LPL Financial LLC | 0.00% | Reduce -5.5% | 17,932 | $810K |
| Bank of America Corp. | 0.00% | Add +17.4% | 15,973 | $722K |
| Larson Financial Group LLC | 0.04% | Add +8.8% | 13,972 | $631K |
| Topel & Distasi Wealth Management, LLC | 0.27% | Add +0.3% | 13,461 | $608K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.2% | 13,288 | $600K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.0% | 13,214 | $597K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.0% | 12,996 | $589K |
| CW Advisors, LLC | 0.01% | Add +2.8% | 12,417 | $561K |
| Financial Gravity Asset Management, Inc. | 0.14% | New | 12,321 | $557K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +9.4% | 11,463 | $518K |
| Royal Bank of Canada | 0.00% | Add +57.0% | 11,385 | $514K |
| Flow Traders U.S. LLC | 0.02% | New | 10,105 | $456K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +0.9% | 6,971 | $315K |
| One Capital Management, LLC | 0.01% | Add +7.1% | 6,437 | $291K |
| Curtis Advisory Group, LLC | 0.09% | Add +1.5% | 5,807 | $262K |
| FMR LLC | 0.00% | Add +98.2% | 4,765 | $215K |
| Better Money Decisions, LLC | 0.16% | New | 4,735 | $214K |
| Fifth Third Securities, Inc. | 0.02% | New | 4,597 | $208K |
| Wells Fargo & Company | 0.00% | Add +69.3% | 4,562 | $206K |
| Freedom Investment Management, Inc. | 0.02% | New | 4,446 | $201K |
| Milestone Investment Advisors LLC | 0.04% | No change | 3,710 | $168K |
| Avior Wealth Management, LLC | 0.01% | Add +1.7% | 3,364 | $152K |
| US Bancorp \de | 0.00% | New | 2,447 | $111K |
| Continuum Advisory, LLC | 0.01% | Reduce -0.2% | 2,303 | $104K |
| Jones Financial Companies LLLP | 0.00% | Add +119.4% | 1,494 | $67K |
| Syntrinsic LLC | 0.02% | Add +1.7% | 1,344 | $60K |
| Horizons Wealth Management | 0.05% | No change | 1,299 | $59K |
| Cwm, LLC | 0.00% | Add +1.5% | 1,184 | $53K |
| Cranbrook Wealth Management, LLC | 0.01% | Add +9.3% | 1,036 | $47K |
| NewEdge Advisors, LLC | 0.00% | No change | 600 | $27K |
| Sunbelt Securities, Inc. | 0.00% | No change | 200 | $9K |
| PFS Partners, LLC | 0.00% | Add +1.3% | 160 | $7K |
| IFP Advisors, Inc | 0.00% | New | 122 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -17.1% | 34 | $2K |
| Allworth Financial LP | 0.00% | No change | 18 | $824 |
| Morgan Stanley | 0.00% | No change | 1 | $71 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -99.6% | 1 | $45 |
"% 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.