iShares ESG Adv High YieldHYXFETF
13F holders, Q1 2025 (March 31)68holders −3
4new positions
7sold out
$46.32avg. 13F price*
At the end of Q1 2025, 68 institutions reported holding iShares ESG Adv High Yield (HYXF) in their 13F filings, down 3 from Q4 2024. 4 opened new positions and 7 sold out. The largest holders were SigFig Wealth Management, LLC ($9.4M), BlackRock, Inc. ($4.9M) and Colorado Capital Management, Inc. ($3.8M).
- Company
- iShares ESG Adv High Yield
- CUSIP
- 46435G441
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $666K |
| Exits | 7 | $10.3M |
All 13F filers, Q4 2024 → Q1 2025: 164,563 shares bought and 287,036 shares sold, net −122,473 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| SigFig Wealth Management, LLC | 0.34% | Add +1.7% | 203,719 | $9.4M |
| BlackRock, Inc. | 0.00% | Reduce -5.7% | 105,916 | $4.9M |
| Colorado Capital Management, Inc. | 1.77% | Add +8.5% | 82,048 | $3.8M |
| UBS Group AG | 0.00% | Add +8.2% | 71,089 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.4% | 66,808 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Add +104.4% | 63,890 | $3.0M |
| Balanced Rock Investment Advisors LLC | 2.25% | Reduce -2.7% | 61,002 | $2.8M |
| Olde Wealth Management, LLC | 0.99% | Reduce -34.4% | 60,739 | $2.8M |
| LPL Financial LLC | 0.00% | Add +38.7% | 45,957 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Add +1.6% | 41,624 | $1.9M |
| Assetmark, Inc. | 0.01% | Add +11.0% | 41,533 | $1.9M |
| Bank of America Corp. | 0.00% | Add +105.3% | 41,078 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +99.5% | 38,150 | $1.8M |
| Harbour Investments, Inc. | 0.04% | Reduce -1.4% | 32,055 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +2.9% | 28,124 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +7.6% | 26,234 | $1.2M |
| Better Money Decisions, LLC | 0.69% | Add +44.2% | 22,441 | $1.0M |
| Seeds Investor LLC | 0.26% | Add +55.9% | 20,315 | $941K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.5% | 20,141 | $933K |
| Walkner Condon Financial Advisors LLC | 0.18% | Reduce -6.2% | 18,949 | $878K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.1% | 18,814 | $871K |
| One Capital Management, LLC | 0.03% | Add +179.5% | 18,270 | $846K |
| Topel & Distasi Wealth Management, LLC | 0.37% | Add +20.6% | 17,270 | $800K |
| Wells Fargo & Company | 0.00% | Add +16.5% | 14,293 | $662K |
| Royal Bank of Canada | 0.00% | Add +22.7% | 13,518 | $626K |
| Mandatum Life Insurance Co Ltd | 0.19% | Reduce -37.6% | 13,478 | $624K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +5.8% | 12,600 | $584K |
| CW Advisors, LLC | 0.01% | Add +12.1% | 11,763 | $545K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -21.1% | 10,948 | $507K |
| Verus Capital Partners, LLC | 0.04% | Reduce -24.3% | 9,623 | $446K |
| Larson Financial Group LLC | 0.02% | Reduce -36.2% | 8,346 | $387K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -2.2% | 7,905 | $366K |
| Natural Investments, LLC | 0.09% | Add +7.2% | 7,155 | $331K |
| Mason & Associates Inc | 0.07% | New | 6,472 | $300K |
| Farmers National Bank | 0.07% | Add +2.8% | 5,454 | $253K |
| Milestone Investment Advisors LLC | 0.07% | Reduce -0.1% | 5,389 | $250K |
| Financial Gravity Asset Management, Inc. | 0.05% | — | 5,251 | $243K |
| Baker Avenue Asset Management, LP | 0.01% | Add +6.7% | 5,176 | $240K |
| Curtis Advisory Group, LLC | 0.07% | No change | 5,160 | $239K |
| Fifth Third Securities, Inc. | 0.02% | Add +13.9% | 5,097 | $236K |
| Thrivent Financial for Lutherans | 0.00% | No change | 5,040 | $236K |
| Marshall Investment Management, LLC | 0.14% | New | 4,813 | $223K |
| Private Advisor Group, LLC | 0.00% | Add +4.5% | 4,670 | $216K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -3.0% | 4,648 | $215K |
| US Bancorp \de | 0.00% | Add +82.3% | 4,647 | $215K |
| FMR LLC | 0.00% | Add +1.6% | 4,578 | $212K |
| Jones Financial Companies LLLP | 0.00% | Add +12.3% | 2,809 | $130K |
| Cwm, LLC | 0.00% | Add +167.6% | 2,802 | $130K |
| Continuum Advisory, LLC | 0.01% | Add +0.0% | 2,315 | $107K |
| AE Wealth Management LLC | 0.00% | Reduce -3.3% | 1,965 | $91K |
| Key Financial Inc | 0.02% | New | 1,700 | $79K |
| MAI Capital Management | 0.00% | Reduce -6.5% | 1,420 | $66K |
| IMA Advisory Services, Inc. | 0.01% | New | 1,410 | $64K |
| Horizons Wealth Management | 0.05% | No change | 1,299 | $60K |
| NBT Bank, N.A. | 0.00% | No change | 847 | $39K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 730 | $34K |
| Physician Wealth Advisors, Inc. | 0.01% | Reduce -4.6% | 698 | $32K |
| High Note Wealth, LLC | 0.01% | Reduce -10.7% | 667 | $31K |
| NewEdge Advisors, LLC | 0.00% | No change | 600 | $28K |
| Front Row Advisors LLC | 0.01% | No change | 425 | $20K |
| Cranbrook Wealth Management, LLC | 0.00% | Reduce -66.0% | 352 | $16K |
| Ameriflex Group, Inc. | 0.01% | No change | 323 | $15K |
| Sunbelt Securities, Inc. | 0.00% | No change | 200 | $9K |
| PFS Partners, LLC | 0.00% | Add +1.2% | 168 | $8K |
| IFP Advisors, Inc | 0.00% | Add +32.5% | 163 | $8K |
| Farther Finance Advisors, LLC | 0.00% | Add +36.0% | 68 | $3K |
| Allworth Financial LP | 0.00% | No change | 18 | $830 |
| Morgan Stanley | 0.00% | No change | 1 | $85 |
"% 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.