iShares ESG Adv High YieldHYXFETF
13F holders, Q4 2024 (December 31)71holders +11
12new positions
3sold out
$46.20avg. 13F price*
At the end of Q4 2024, 71 institutions reported holding iShares ESG Adv High Yield (HYXF) in their 13F filings, up 11 from Q3 2024. 12 opened new positions and 3 sold out. The largest holders were SigFig Wealth Management, LLC ($9.3M), Retirement Capital Strategies ($6.0M) and BlackRock, Inc. ($5.2M).
- Company
- iShares ESG Adv High Yield
- CUSIP
- 46435G441
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $7.7M |
| Exits | 3 | $230K |
All 13F filers, Q3 2024 → Q4 2024: 269,086 shares bought and 19,915 shares sold, net +249,171 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| SigFig Wealth Management, LLC | 0.34% | Add +5.9% | 200,274 | $9.3M |
| Retirement Capital Strategies | 2.27% | New | 129,938 | $6.0M |
| BlackRock, Inc. | 0.00% | No change | 112,324 | $5.2M |
| Olde Wealth Management, LLC | 1.53% | Add +6.6% | 92,631 | $4.3M |
| Colorado Capital Management, Inc. | 1.69% | Add +6.5% | 75,640 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.9% | 67,756 | $3.1M |
| UBS Group AG | 0.00% | Add +1.5% | 65,676 | $3.0M |
| Balanced Rock Investment Advisors LLC | 2.29% | Add +4.3% | 62,686 | $2.9M |
| Howland Capital Management LLC | 0.12% | Add +106.5% | 58,850 | $2.7M |
| Raymond James Financial Inc. | 0.00% | — | 40,978 | $1.9M |
| Assetmark, Inc. | 0.00% | Add +13.2% | 37,415 | $1.7M |
| LPL Financial LLC | 0.00% | Add +58.0% | 33,135 | $1.5M |
| Harbour Investments, Inc. | 0.04% | Add +1.3% | 32,525 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +4.9% | 31,253 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -3.3% | 27,338 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +53.9% | 24,388 | $1.1M |
| Mandatum Life Insurance Co Ltd | 0.30% | No change | 21,595 | $998K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.7% | 21,095 | $974K |
| Walkner Condon Financial Advisors LLC | 0.19% | Reduce -12.9% | 20,209 | $934K |
| Bank of America Corp. | 0.00% | Add +8.2% | 20,008 | $924K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -1.4% | 19,125 | $883K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.4% | 18,252 | $843K |
| Jane Street Group, LLC | 0.00% | Reduce -15.7% | 18,071 | $835K |
| Better Money Decisions, LLC | 0.50% | Add +26.2% | 15,566 | $719K |
| Topel & Distasi Wealth Management, LLC | 0.28% | Add +1.4% | 14,318 | $661K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.1% | 13,884 | $641K |
| Larson Financial Group LLC | 0.03% | Add +1.8% | 13,085 | $604K |
| Seeds Investor LLC | 0.17% | New | 13,031 | $602K |
| Verus Capital Partners, LLC | 0.06% | Reduce -13.3% | 12,707 | $587K |
| Wells Fargo & Company | 0.00% | Add +97.3% | 12,271 | $567K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +3.0% | 11,911 | $550K |
| Royal Bank of Canada | 0.00% | Reduce -0.4% | 11,021 | $510K |
| CW Advisors, LLC | 0.01% | Reduce -16.5% | 10,497 | $485K |
| Freedom Investment Management, Inc. | 0.03% | Add +9.8% | 8,085 | $373K |
| Natural Investments, LLC | 0.09% | — | 6,675 | $308K |
| One Capital Management, LLC | 0.01% | No change | 6,537 | $302K |
| MML Investors Services, LLC | 0.00% | New | 6,405 | $296K |
| Flow Traders U.S. LLC | 0.01% | New | 5,805 | $268K |
| Milestone Investment Advisors LLC | 0.07% | Add +33.5% | 5,393 | $249K |
| Farmers National Bank | 0.07% | — | 5,306 | $245K |
| Financial Gravity Companies, Inc. | 0.06% | Add +0.8% | 5,231 | $242K |
| Curtis Advisory Group, LLC | 0.06% | No change | 5,160 | $238K |
| Thrivent Financial for Lutherans | 0.00% | Add +14.1% | 5,040 | $236K |
| Baker Avenue Asset Management, LP | 0.01% | Add +0.1% | 4,850 | $224K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 4,790 | $221K |
| FMR LLC | 0.00% | Add +19.3% | 4,508 | $208K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -1.7% | 4,473 | $207K |
| Private Advisor Group, LLC | 0.00% | Add +1.7% | 4,467 | $206K |
| Avior Wealth Management, LLC | 0.01% | Add +2.1% | 3,491 | $161K |
| US Bancorp \de | 0.00% | Add +4.2% | 2,549 | $118K |
| Jones Financial Companies LLLP | 0.00% | Add +28.1% | 2,502 | $116K |
| Continuum Advisory, LLC | 0.01% | No change | 2,314 | $107K |
| AE Wealth Management LLC | 0.00% | New | 2,033 | $94K |
| MAI Capital Management | 0.00% | New | 1,518 | $70K |
| Horizons Wealth Management | 0.05% | No change | 1,299 | $60K |
| Cwm, LLC | 0.00% | Add +2.0% | 1,047 | $48K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 1,036 | $48K |
| NBT Bank, N.A. | 0.00% | Add +8.3% | 847 | $39K |
| High Note Wealth, LLC | 0.01% | New | 747 | $35K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 732 | $34K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 730 | $34K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 694 | $32K |
| NewEdge Advisors, LLC | 0.00% | No change | 600 | $28K |
| Front Row Advisors LLC | 0.01% | New | 425 | $20K |
| Ameriflex Group, Inc. | 0.01% | — | 323 | $15K |
| Sunbelt Securities, Inc. | 0.00% | No change | 200 | $9K |
| PFS Partners, LLC | 0.00% | Add +1.8% | 166 | $8K |
| IFP Advisors, Inc | 0.00% | No change | 123 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.0% | 50 | $2K |
| Allworth Financial LP | 0.00% | No change | 18 | $841 |
| Morgan Stanley | 0.00% | New | 1 | $68 |
"% 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.