iShares ESG Adv High YieldHYXFETF
13F holders, Q1 2026 (March 31)83holders
9new positions
10sold out
1famous investor
$46.34avg. 13F price*
At the end of Q1 2026, 83 institutions reported holding iShares ESG Adv High Yield (HYXF) in their 13F filings, unchanged from Q4 2025. 9 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($5.7M), Colorado Capital Management, Inc. ($4.5M) and Commonwealth Equity Services, LLC ($4.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares ESG Adv High Yield
- CUSIP
- 46435G441
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $6.7M |
| Exits | 10 | $12.4M |
All 13F filers, Q4 2025 → Q1 2026: 296,681 shares bought and 338,928 shares sold, net −42,247 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| LPL Financial LLC | 0.00% | Add +3.3% | 122,012 | $5.7M |
| Colorado Capital Management, Inc. | 1.69% | Add +4.4% | 97,836 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.3% | 89,303 | $4.1M |
| Raymond James Financial Inc. | 0.00% | Add +88.8% | 82,350 | $3.8M |
| UBS Group AG | 0.00% | Add +1.1% | 81,225 | $3.8M |
| Bank of Montreal | 0.00% | New | 74,480 | $3.4M |
| Balanced Rock Investment Advisors LLC | 2.37% | Add +3.2% | 73,099 | $3.4M |
| Assetmark, Inc. | 0.01% | Add +22.6% | 60,767 | $2.8M |
| Impact Investors, Inc | 1.76% | Add +6.0% | 54,651 | $2.5M |
| Bank of America Corp. | 0.00% | Reduce -6.1% | 50,808 | $2.4M |
| Seeds Investor LLC | 0.28% | Add +22.0% | 44,542 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +12.7% | 40,986 | $1.9M |
| Wells Fargo & Company | 0.00% | Add +24.1% | 37,713 | $1.7M |
| Apella Capital, LLC | 0.02% | New | 30,462 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -0.4% | 30,225 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +5.1% | 29,980 | $1.4M |
| Financial Connections Group, Inc. | 0.47% | Reduce -5.6% | 29,454 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +16.9% | 26,926 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +22.0% | 26,241 | $1.2M |
| Modern Wealth Management, LLC | 0.02% | Add +258.2% | 25,498 | $1.2M |
| HSBC Holdings PLC | 0.00% | No change | 24,000 | $1.1M |
| Olde Wealth Management, LLC | 0.35% | Reduce -3.7% | 24,007 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +43.4% | 21,185 | $981K |
| One Capital Management, LLC | 0.03% | Add +12.4% | 21,073 | $976K |
| Aurora Private Wealth, Inc. | 0.64% | Reduce -25.4% | 19,250 | $905K |
| Topel & Distasi Wealth Management, LLC | 0.43% | Reduce -8.2% | 17,917 | $830K |
| Summit Wealth Group, LLC | 0.18% | Add +7.3% | 16,966 | $786K |
| Osaic Holdings, Inc. | 0.00% | Reduce -63.6% | 16,431 | $761K |
| Mason & Associates Inc | 0.15% | Add +136.3% | 16,540 | $760K |
| Natural Investments, LLC | 0.17% | Add +46.5% | 14,742 | $682K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +4.7% | 14,002 | $648K |
| Bank of New York Mellon Corp | 0.00% | New | 13,515 | $626K |
| iA Global Asset Management Inc. | 0.01% | Reduce -58.6% | 12,150 | $563K |
| Harbour Investments, Inc. | 0.01% | Reduce -13.1% | 11,381 | $527K |
| Citadel Advisors | 0.00% | New | 11,305 | $524K |
| Diversified Enterprises, LLC | 0.02% | Add +8.4% | 9,235 | $428K |
| American Money Management, LLC | 0.07% | No change | 9,024 | $418K |
| Jones Financial Companies LLLP | 0.00% | Add +71.5% | 8,717 | $400K |
| Mutual Advisors, LLC | 0.01% | Add +68.1% | 8,055 | $373K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +1.9% | 7,461 | $346K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -52.3% | 7,327 | $339K |
| Verus Capital Partners, LLC | 0.02% | Reduce -1.7% | 7,235 | $335K |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.17% | Add +8.9% | 7,129 | $330K |
| FMR LLC | 0.00% | Add +4.3% | 7,119 | $330K |
| FinArc Investments, Inc. | 0.28% | — | 6,295 | $292K |
| Schmidt P J Investment Management Inc. | 0.05% | Add +0.3% | 6,062 | $281K |
| Farmers National Bank | 0.06% | Add +4.2% | 5,986 | $277K |
| Ameriprise Financial Inc. | 0.00% | Add +9.1% | 5,982 | $277K |
| Baker Avenue Asset Management, LP | 0.01% | Add +1.6% | 5,805 | $269K |
| Marshall Investment Management, LLC | 0.12% | Add +0.8% | 5,591 | $259K |
| Heartland Bank & Trust Co | 0.06% | New | 5,575 | $258K |
| JPMorgan Chase & Co. | 0.00% | Add +2903.9% | 5,317 | $244K |
| Sweeney & Michel, LLC | 0.07% | New | 5,051 | $236K |
| Financial Gravity Asset Management, Inc. | 0.04% | Reduce -1.0% | 5,060 | $234K |
| Larson Financial Group LLC | 0.01% | Reduce -7.3% | 4,960 | $230K |
| Milestone Investment Advisors LLC | 0.05% | Reduce -4.3% | 4,775 | $221K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -51.8% | 4,753 | $220K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 4,648 | $215K |
| Fifth Third Securities, Inc. | 0.01% | Reduce -8.1% | 4,519 | $209K |
| US Bancorp \de | 0.00% | Add +0.3% | 3,471 | $161K |
| Sunrise Financial Services, LLC | 0.09% | New | 2,888 | $134K |
| Cwm, LLC | 0.00% | Add +0.4% | 2,869 | $133K |
| Key Financial Inc | 0.01% | No change | 1,700 | $79K |
| Rossby Financial, LCC | 0.02% | Add +124.1% | 1,571 | $73K |
| IMA Advisory Services, Inc. | 0.01% | Add +0.9% | 1,499 | $68K |
| MAI Capital Management | 0.00% | Add +1.0% | 1,449 | $67K |
| Horizons Wealth Management | 0.04% | No change | 1,299 | $60K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -32.0% | 1,289 | $60K |
| AE Wealth Management LLC | 0.00% | Reduce -25.2% | 1,011 | $47K |
| PFS Partners, LLC | 0.02% | Add +18.7% | 750 | $35K |
| NBT Bank, N.A. | 0.00% | No change | 717 | $33K |
| Glassy Mountain Advisors, Inc. | 0.01% | No change | 672 | $31K |
| High Note Wealth, LLC | 0.00% | Reduce -1.0% | 505 | $23K |
| Triumph Capital Management | 0.00% | Add +14.2% | 491 | $23K |
| IFP Advisors, Inc | 0.00% | No change | 477 | $22K |
| Birchwood Financial Partners, Inc. | 0.02% | No change | 470 | $22K |
| Front Row Advisors LLC | 0.01% | No change | 425 | $20K |
| TD Waterhouse Canada Inc. | 0.00% | Add +20.6% | 393 | $18K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 352 | $16K |
| Millstone Evans Group, LLC | 0.01% | No change | 251 | $12K |
| Spire Wealth Management | 0.00% | New | 243 | $11K |
| Sunbelt Securities, Inc. | 0.00% | No change | 100 | $5K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 44 | $2K |
"% 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.