iShares ESG Adv High YieldHYXFETF
13F holders, Q2 2025 (June 30)68holders
7new positions
6sold out
$47.47avg. 13F price*
At the end of Q2 2025, 68 institutions reported holding iShares ESG Adv High Yield (HYXF) in their 13F filings, unchanged from Q1 2025. 7 opened new positions and 6 sold out. The largest holders were SigFig Wealth Management, LLC ($9.9M), Colorado Capital Management, Inc. ($4.1M) and LPL Financial 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.7M |
| Exits | 6 | $7.2M |
All 13F filers, Q1 2025 → Q2 2025: 108,711 shares bought and 208,845 shares sold, net −100,134 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| SigFig Wealth Management, LLC | 0.33% | Add +2.2% | 208,110 | $9.9M |
| Colorado Capital Management, Inc. | 1.76% | Add +5.5% | 86,603 | $4.1M |
| LPL Financial LLC | 0.00% | Add +58.4% | 72,773 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.2% | 72,253 | $3.4M |
| UBS Group AG | 0.00% | Add +0.8% | 71,652 | $3.4M |
| Balanced Rock Investment Advisors LLC | 2.31% | Add +1.6% | 61,981 | $2.9M |
| Bank of America Corp. | 0.00% | Add +20.4% | 49,446 | $2.3M |
| Assetmark, Inc. | 0.01% | Add +7.8% | 44,779 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Add +0.6% | 41,888 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -46.4% | 34,279 | $1.6M |
| Harbour Investments, Inc. | 0.04% | Add +1.4% | 32,491 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +0.7% | 28,307 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +0.7% | 26,428 | $1.3M |
| Better Money Decisions, LLC | 0.66% | Add +2.0% | 22,883 | $1.1M |
| Seeds Investor LLC | 0.25% | Add +11.6% | 22,666 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +19.8% | 22,545 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.0% | 21,543 | $1.0M |
| Topel & Distasi Wealth Management, LLC | 0.45% | Add +5.0% | 18,139 | $862K |
| One Capital Management, LLC | 0.03% | Reduce -3.8% | 17,585 | $835K |
| Aurora Private Wealth, Inc. | 0.60% | New | 16,940 | $805K |
| Wells Fargo & Company | 0.00% | Add +7.2% | 15,316 | $728K |
| CW Advisors, LLC | 0.01% | Add +16.8% | 13,742 | $653K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -0.2% | 12,577 | $597K |
| Royal Bank of Canada | 0.00% | Reduce -18.8% | 10,973 | $522K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.3% | 10,913 | $518K |
| Walkner Condon Financial Advisors LLC | 0.09% | Reduce -46.2% | 10,201 | $485K |
| Verus Capital Partners, LLC | 0.04% | Reduce -2.5% | 9,379 | $445K |
| Natural Investments, LLC | 0.11% | Add +21.7% | 8,709 | $413K |
| Diversified Enterprises, LLC | 0.03% | New | 7,463 | $354K |
| Mandatum Life Insurance Co Ltd | 0.09% | Reduce -47.5% | 7,078 | $336K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -15.5% | 6,683 | $317K |
| Mason & Associates Inc | 0.07% | Reduce -0.2% | 6,458 | $307K |
| Larson Financial Group LLC | 0.01% | Reduce -25.8% | 6,191 | $294K |
| FMR LLC | 0.00% | Add +34.6% | 6,163 | $293K |
| Farmers National Bank | 0.07% | Add +3.4% | 5,640 | $268K |
| Private Advisor Group, LLC | 0.00% | Add +15.5% | 5,393 | $256K |
| Milestone Investment Advisors LLC | 0.07% | Reduce -0.3% | 5,374 | $255K |
| Financial Gravity Companies, Inc. | 0.05% | — | 5,310 | $252K |
| Curtis Advisory Group, LLC | 0.06% | No change | 5,160 | $245K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -6.1% | 4,859 | $231K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -7.5% | 4,713 | $224K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 4,648 | $221K |
| US Bancorp \de | 0.00% | No change | 4,647 | $221K |
| Jones Financial Companies LLLP | 0.00% | Add +62.0% | 4,552 | $215K |
| MML Investors Services, LLC | 0.00% | New | 4,531 | $215K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.01% | New | 4,218 | $200K |
| Cwm, LLC | 0.00% | Add +0.6% | 2,819 | $134K |
| AE Wealth Management LLC | 0.00% | Add +10.0% | 2,162 | $103K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,826 | $87K |
| Key Financial Inc | 0.02% | No change | 1,700 | $81K |
| MAI Capital Management | 0.00% | Add +1.6% | 1,443 | $69K |
| IMA Advisory Services, Inc. | 0.01% | Add +1.6% | 1,433 | $67K |
| Horizons Wealth Management | 0.04% | No change | 1,299 | $62K |
| Cape Investment Advisory, Inc. | 0.01% | Add +18.8% | 867 | $41K |
| NBT Bank, N.A. | 0.00% | Reduce -1.2% | 837 | $40K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +0.1% | 699 | $33K |
| NewEdge Advisors, LLC | 0.00% | No change | 600 | $29K |
| High Note Wealth, LLC | 0.01% | Reduce -23.5% | 510 | $24K |
| Front Row Advisors LLC | 0.01% | No change | 425 | $20K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 352 | $17K |
| Ameriflex Group, Inc. | 0.01% | No change | 323 | $15K |
| Sunbelt Securities, Inc. | 0.00% | No change | 200 | $9K |
| JPMorgan Chase & Co. | 0.00% | New | 177 | $8K |
| IFP Advisors, Inc | 0.00% | Reduce -0.6% | 162 | $8K |
| PFS Partners, LLC | 0.00% | Reduce -3.6% | 162 | $8K |
| Parallel Advisors, LLC | 0.00% | New | 130 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -55.9% | 30 | $1K |
| Allworth Financial LP | 0.00% | No change | 18 | $855 |
"% 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.