iShares ESG Adv High YieldHYXFETF
13F holders, Q3 2025 (September 30)74holders +6
14new positions
6sold out
$47.48avg. 13F price*
At the end of Q3 2025, 74 institutions reported holding iShares ESG Adv High Yield (HYXF) in their 13F filings, up 6 from Q2 2025. 14 opened new positions and 6 sold out. The largest holders were SigFig Wealth Management, LLC ($10.9M), Colorado Capital Management, Inc. ($4.2M) and UBS Group AG ($3.6M).
- Company
- iShares ESG Adv High Yield
- CUSIP
- 46435G441
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $7.1M |
| Exits | 6 | $1.2M |
All 13F filers, Q2 2025 → Q3 2025: 226,202 shares bought and 51,037 shares sold, net +175,165 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| SigFig Wealth Management, LLC | 0.34% | Add +10.4% | 229,808 | $10.9M |
| Colorado Capital Management, Inc. | 1.64% | Add +3.0% | 89,179 | $4.2M |
| UBS Group AG | 0.00% | Add +7.1% | 76,728 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.0% | 71,557 | $3.4M |
| Balanced Rock Investment Advisors LLC | 2.32% | Add +7.7% | 66,728 | $3.2M |
| LPL Financial LLC | 0.00% | Reduce -22.7% | 56,225 | $2.7M |
| Bank of America Corp. | 0.00% | Add +7.8% | 53,295 | $2.5M |
| Impact Investors, Inc | 1.61% | New | 51,611 | $2.5M |
| Assetmark, Inc. | 0.00% | Add +6.0% | 47,458 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +31.9% | 45,231 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Add +3.1% | 43,178 | $2.1M |
| Harbour Investments, Inc. | 0.03% | Reduce -3.6% | 31,316 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +5.2% | 29,768 | $1.4M |
| Seeds Investor LLC | 0.28% | Add +23.5% | 27,995 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +4.3% | 27,566 | $1.3M |
| Olde Wealth Management, LLC | 0.37% | — | 25,137 | $1.2M |
| HSBC Holdings PLC | 0.00% | New | 24,000 | $1.1M |
| iA Global Asset Management Inc. | 0.01% | New | 22,350 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.3% | 22,246 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -13.7% | 19,454 | $924K |
| Wells Fargo & Company | 0.00% | Add +20.1% | 18,399 | $874K |
| Royal Bank of Canada | 0.00% | Add +66.8% | 18,304 | $869K |
| Topel & Distasi Wealth Management, LLC | 0.43% | Add +0.6% | 18,246 | $866K |
| One Capital Management, LLC | 0.03% | Add +1.0% | 17,766 | $844K |
| Summit Wealth Group, LLC | 0.17% | New | 15,147 | $719K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +0.6% | 12,646 | $600K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.8% | 11,000 | $522K |
| Bank of New York Mellon Corp | 0.00% | New | 10,557 | $501K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 8,898 | $423K |
| Verus Capital Partners, LLC | 0.03% | Reduce -6.1% | 8,803 | $418K |
| Diversified Enterprises, LLC | 0.03% | Add +10.7% | 8,260 | $392K |
| Walkner Condon Financial Advisors LLC | 0.06% | Reduce -27.3% | 7,420 | $352K |
| Mason & Associates Inc | 0.06% | Add +1.6% | 6,563 | $312K |
| FMR LLC | 0.00% | Add +4.1% | 6,413 | $305K |
| Farmers National Bank | 0.06% | Add +1.2% | 5,708 | $271K |
| Private Advisor Group, LLC | 0.00% | Add +3.3% | 5,572 | $265K |
| Larson Financial Group LLC | 0.01% | Reduce -13.7% | 5,344 | $254K |
| MML Investors Services, LLC | 0.00% | Add +14.0% | 5,165 | $245K |
| Curtis Advisory Group, LLC | 0.06% | No change | 5,160 | $245K |
| Marshall Investment Management, LLC | 0.13% | New | 5,156 | $245K |
| Financial Gravity Asset Management, Inc. | 0.05% | — | 5,087 | $242K |
| Milestone Investment Advisors LLC | 0.06% | Reduce -5.9% | 5,057 | $240K |
| Baker Avenue Asset Management, LP | 0.01% | Add +2.4% | 4,974 | $236K |
| Jane Street Group, LLC | 0.00% | New | 4,908 | $233K |
| Fifth Third Securities, Inc. | 0.02% | Add +2.1% | 4,811 | $228K |
| US Bancorp \de | 0.00% | Add +1.5% | 4,716 | $224K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 4,648 | $221K |
| Flow Traders U.S. LLC | 0.01% | New | 4,431 | $210K |
| Jones Financial Companies LLLP | 0.00% | Reduce -2.9% | 4,419 | $210K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.01% | Add +1.6% | 4,284 | $203K |
| Cwm, LLC | 0.00% | Add +0.6% | 2,836 | $135K |
| AE Wealth Management LLC | 0.00% | Add +18.0% | 2,551 | $121K |
| Key Financial Inc | 0.01% | No change | 1,700 | $81K |
| MAI Capital Management | 0.00% | Add +1.5% | 1,464 | $70K |
| IMA Advisory Services, Inc. | 0.01% | Add +1.5% | 1,455 | $68K |
| Farther Finance Advisors, LLC | 0.00% | Add +4456.7% | 1,367 | $65K |
| Horizons Wealth Management | 0.04% | No change | 1,299 | $62K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,282 | $61K |
| Cape Investment Advisory, Inc. | 0.04% | No change | 867 | $41K |
| NBT Bank, N.A. | 0.00% | Reduce -1.8% | 822 | $39K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 699 | $33K |
| Glassy Mountain Advisors, Inc. | 0.01% | New | 672 | $32K |
| Rossby Financial, LCC | 0.01% | New | 657 | $31K |
| NewEdge Advisors, LLC | 0.00% | No change | 600 | $28K |
| High Note Wealth, LLC | 0.00% | No change | 510 | $24K |
| Front Row Advisors LLC | 0.01% | No change | 425 | $20K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 352 | $17K |
| JPMorgan Chase & Co. | 0.00% | No change | 177 | $8K |
| PFS Partners, LLC | 0.00% | Add +1.2% | 164 | $8K |
| IFP Advisors, Inc | 0.00% | Reduce -5.6% | 153 | $7K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -50.0% | 100 | $5K |
| Allworth Financial LP | 0.00% | No change | 18 | $855 |
| Advisory Services Network, LLC | 0.00% | New | 7 | $332 |
| Morgan Stanley | 0.00% | New | 1 | $64 |
"% 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.