iShares ESG Adv High YieldHYXFETF
13F holders, Q3 2024 (September 30)60holders +4
9new positions
5sold out
$47.35avg. 13F price*
At the end of Q3 2024, 60 institutions reported holding iShares ESG Adv High Yield (HYXF) in their 13F filings, up 4 from Q2 2024. 9 opened new positions and 5 sold out. The largest holders were SigFig Wealth Management, LLC ($9.0M), BlackRock, Inc. ($5.3M) and Olde Wealth Management, LLC ($4.1M).
- Company
- iShares ESG Adv High Yield
- CUSIP
- 46435G441
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.3M |
| Exits | 5 | $1.9M |
All 13F filers, Q2 2024 → Q3 2024: 128,744 shares bought and 90,251 shares sold, net +38,493 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| SigFig Wealth Management, LLC | 0.33% | Add +14.9% | 189,163 | $9.0M |
| BlackRock, Inc. | 0.00% | — | 112,324 | $5.3M |
| Olde Wealth Management, LLC | 1.47% | Add +6.8% | 86,890 | $4.1M |
| Colorado Capital Management, Inc. | 1.66% | Add +5.4% | 71,025 | $3.4M |
| UBS Group AG | 0.00% | Add +9.4% | 64,718 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.3% | 63,365 | $3.0M |
| Balanced Rock Investment Advisors LLC | 2.23% | Add +2.8% | 60,089 | $2.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +4.6% | 41,080 | $1.9M |
| Assetmark, Inc. | 0.00% | Add +10.7% | 33,050 | $1.6M |
| Harbour Investments, Inc. | 0.05% | Add +4.1% | 32,121 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +14.5% | 29,802 | $1.4M |
| Howland Capital Management LLC | 0.06% | New | 28,500 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +1.2% | 28,281 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.4% | 24,430 | $1.2M |
| Walkner Condon Financial Advisors LLC | 0.22% | Reduce -21.4% | 23,192 | $1.1M |
| Mandatum Life Insurance Co Ltd | 0.31% | Reduce -12.1% | 21,595 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -53.7% | 21,429 | $1.0M |
| LPL Financial LLC | 0.00% | Add +17.0% | 20,973 | $993K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.0% | 19,396 | $918K |
| Bank of America Corp. | 0.00% | Add +15.8% | 18,500 | $876K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +36.8% | 18,179 | $861K |
| HighTower Advisors, LLC | 0.00% | Add +22.0% | 15,852 | $751K |
| Verus Capital Partners, LLC | 0.07% | Reduce -44.5% | 14,665 | $694K |
| Topel & Distasi Wealth Management, LLC | 0.28% | Add +5.0% | 14,127 | $669K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.9% | 13,598 | $644K |
| Larson Financial Group LLC | 0.03% | Reduce -8.0% | 12,850 | $608K |
| CW Advisors, LLC | 0.01% | Add +1.2% | 12,569 | $595K |
| Better Money Decisions, LLC | 0.41% | Add +160.5% | 12,334 | $584K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +0.9% | 11,563 | $547K |
| Royal Bank of Canada | 0.00% | Reduce -2.8% | 11,070 | $525K |
| Freedom Investment Management, Inc. | 0.03% | Add +65.6% | 7,363 | $349K |
| One Capital Management, LLC | 0.01% | Add +1.6% | 6,537 | $309K |
| Wells Fargo & Company | 0.00% | Add +36.3% | 6,220 | $294K |
| Financial Gravity Companies, Inc. | 0.07% | — | 5,190 | $246K |
| Curtis Advisory Group, LLC | 0.07% | Reduce -11.1% | 5,160 | $244K |
| Baker Avenue Asset Management, LP | 0.01% | New | 4,844 | $229K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -1.0% | 4,552 | $216K |
| Thrivent Financial for Lutherans | 0.00% | New | 4,418 | $209K |
| Private Advisor Group, LLC | 0.00% | New | 4,392 | $208K |
| Stifel Financial Corp. | 0.00% | New | 4,255 | $201K |
| Milestone Investment Advisors LLC | 0.05% | Add +8.9% | 4,039 | $191K |
| FMR LLC | 0.00% | Reduce -20.7% | 3,780 | $179K |
| Avior Wealth Management, LLC | 0.01% | Add +1.6% | 3,418 | $162K |
| US Bancorp \de | 0.00% | No change | 2,447 | $116K |
| Continuum Advisory, LLC | 0.01% | Add +0.5% | 2,314 | $108K |
| Jones Financial Companies LLLP | 0.00% | Add +30.7% | 1,953 | $93K |
| Syntrinsic LLC | 0.02% | Add +1.6% | 1,366 | $64K |
| Horizons Wealth Management | 0.05% | No change | 1,299 | $62K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 1,036 | $49K |
| Cwm, LLC | 0.00% | Reduce -13.3% | 1,026 | $49K |
| NBT Bank, N.A. | 0.00% | New | 782 | $37K |
| Cape Investment Advisory, Inc. | 0.01% | New | 730 | $35K |
| NewEdge Advisors, LLC | 0.00% | No change | 600 | $28K |
| Mather Group, Llc. | 0.00% | New | 588 | $28K |
| Sunbelt Securities, Inc. | 0.00% | No change | 200 | $9K |
| PFS Partners, LLC | 0.00% | Add +1.9% | 163 | $8K |
| IFP Advisors, Inc | 0.00% | Add +0.8% | 123 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Add +44.1% | 49 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 24 | $1K |
| Allworth Financial LP | 0.00% | No change | 18 | $853 |
"% 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.