iShares ESG Adv High YieldHYXFETF
13F holders, Q4 2025 (December 31)83holders +9
10new positions
6sold out
$47.26avg. 13F price*
At the end of Q4 2025, 83 institutions reported holding iShares ESG Adv High Yield (HYXF) in their 13F filings, up 9 from Q3 2025. 10 opened new positions and 6 sold out. The largest holders were SigFig Wealth Management, LLC ($11.3M), LPL Financial LLC ($5.6M) and Colorado Capital Management, Inc. ($4.4M).
- Company
- iShares ESG Adv High Yield
- CUSIP
- 46435G441
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.5M |
| Exits | 6 | $1.2M |
All 13F filers, Q3 2025 → Q4 2025: 255,536 shares bought and 57,207 shares sold, net +198,329 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| SigFig Wealth Management, LLC | 0.34% | Add +4.2% | 239,468 | $11.3M |
| LPL Financial LLC | 0.00% | Add +110.2% | 118,175 | $5.6M |
| Colorado Capital Management, Inc. | 1.66% | Add +5.1% | 93,722 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +25.1% | 89,557 | $4.2M |
| UBS Group AG | 0.00% | Add +4.7% | 80,365 | $3.8M |
| Balanced Rock Investment Advisors LLC | 2.38% | Add +6.2% | 70,831 | $3.3M |
| Bank of America Corp. | 0.00% | Add +1.6% | 54,123 | $2.6M |
| Impact Investors, Inc | 1.69% | Reduce -0.1% | 51,555 | $2.4M |
| Assetmark, Inc. | 0.00% | Add +4.5% | 49,568 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.2% | 45,150 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Add +1.0% | 43,619 | $2.1M |
| Seeds Investor LLC | 0.33% | Add +30.4% | 36,498 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +641.1% | 36,372 | $1.7M |
| Financial Connections Group, Inc. | 0.51% | New | 31,193 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +65.1% | 30,377 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +1.9% | 30,338 | $1.4M |
| iA Global Asset Management Inc. | 0.02% | Add +31.3% | 29,350 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +3.5% | 28,522 | $1.3M |
| Aurora Private Wealth, Inc. | 0.80% | — | 25,820 | $1.2M |
| Olde Wealth Management, LLC | 0.36% | Reduce -0.8% | 24,940 | $1.2M |
| HSBC Holdings PLC | 0.00% | No change | 24,000 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +18.4% | 23,043 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +17.5% | 21,508 | $1.0M |
| Topel & Distasi Wealth Management, LLC | 0.45% | Add +6.9% | 19,512 | $922K |
| One Capital Management, LLC | 0.03% | Add +5.6% | 18,753 | $886K |
| Summit Wealth Group, LLC | 0.17% | Add +4.4% | 15,817 | $747K |
| EP Wealth Advisors, LLC | 0.00% | — | 15,344 | $725K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -33.6% | 14,770 | $698K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +5.8% | 13,380 | $632K |
| Harbour Investments, Inc. | 0.01% | Reduce -58.2% | 13,089 | $619K |
| Natural Investments, LLC | 0.12% | New | 10,064 | $475K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -10.4% | 9,858 | $466K |
| American Money Management, LLC | 0.07% | New | 9,024 | $426K |
| Diversified Enterprises, LLC | 0.02% | Add +3.1% | 8,516 | $402K |
| Verus Capital Partners, LLC | 0.02% | Reduce -16.4% | 7,361 | $348K |
| Walkner Condon Financial Advisors LLC | 0.05% | Reduce -1.3% | 7,322 | $346K |
| Modern Wealth Management, LLC | 0.01% | New | 7,118 | $336K |
| Mason & Associates Inc | 0.06% | Add +6.6% | 6,998 | $331K |
| FMR LLC | 0.00% | Add +6.4% | 6,824 | $322K |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.16% | — | 6,548 | $309K |
| Schmidt P J Investment Management Inc. | 0.05% | New | 6,041 | $285K |
| Farmers National Bank | 0.06% | Add +0.7% | 5,747 | $272K |
| Baker Avenue Asset Management, LP | 0.01% | Add +14.8% | 5,711 | $270K |
| Private Advisor Group, LLC | 0.00% | Add +1.9% | 5,677 | $268K |
| Marshall Investment Management, LLC | 0.13% | Add +7.5% | 5,545 | $262K |
| Ameriprise Financial Inc. | 0.00% | New | 5,481 | $259K |
| Larson Financial Group LLC | 0.01% | Add +0.1% | 5,352 | $253K |
| MML Investors Services, LLC | 0.00% | Add +0.4% | 5,186 | $245K |
| Curtis Advisory Group, LLC | 0.05% | No change | 5,160 | $244K |
| Financial Gravity Asset Management, Inc. | 0.05% | Add +0.5% | 5,113 | $242K |
| Jones Financial Companies LLLP | 0.00% | Add +15.1% | 5,084 | $240K |
| Milestone Investment Advisors LLC | 0.06% | Reduce -1.3% | 4,992 | $236K |
| Fifth Third Securities, Inc. | 0.02% | Add +2.2% | 4,917 | $232K |
| Mutual Advisors, LLC | 0.00% | New | 4,791 | $226K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 4,648 | $220K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.01% | Add +0.2% | 4,292 | $203K |
| US Bancorp \de | 0.00% | Reduce -26.6% | 3,459 | $163K |
| Cwm, LLC | 0.00% | Add +0.8% | 2,858 | $135K |
| Farther Finance Advisors, LLC | 0.00% | Add +38.8% | 1,897 | $90K |
| Key Financial Inc | 0.01% | No change | 1,700 | $80K |
| IMA Advisory Services, Inc. | 0.01% | Add +2.1% | 1,485 | $69K |
| MAI Capital Management | 0.00% | Reduce -2.0% | 1,435 | $68K |
| AE Wealth Management LLC | 0.00% | Reduce -47.0% | 1,351 | $64K |
| Horizons Wealth Management | 0.04% | No change | 1,299 | $61K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 867 | $41K |
| NBT Bank, N.A. | 0.00% | Reduce -12.8% | 717 | $34K |
| Rossby Financial, LCC | 0.01% | Add +6.7% | 701 | $33K |
| Glassy Mountain Advisors, Inc. | 0.01% | No change | 672 | $32K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -8.2% | 642 | $30K |
| PFS Partners, LLC | 0.01% | Add +285.4% | 632 | $30K |
| High Note Wealth, LLC | 0.00% | No change | 510 | $24K |
| IFP Advisors, Inc | 0.00% | Add +211.8% | 477 | $23K |
| Birchwood Financial Partners, Inc. | 0.02% | — | 470 | $22K |
| Triumph Capital Management | 0.00% | New | 430 | $20K |
| Front Row Advisors LLC | 0.01% | No change | 425 | $20K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 352 | $17K |
| TD Waterhouse Canada Inc. | 0.00% | New | 326 | $15K |
| Millstone Evans Group, LLC | 0.01% | New | 251 | $12K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 210 | $10K |
| JPMorgan Chase & Co. | 0.00% | No change | 177 | $8K |
| Sunbelt Securities, Inc. | 0.00% | No change | 100 | $5K |
| Allworth Financial LP | 0.00% | No change | 18 | $851 |
| Morgan Stanley | 0.00% | No change | 1 | $49 |
"% 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.