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Disclosery

HYXF ISHARES TR

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ESG ADVNCD HY BD (fund)

72 managers (72 13F filers) reported a position in HYXF shares at 2024-12-31, 1,465,623 shares in all. 12 filers opened a position and 3 filers sold out during the quarter.

Managers
72
13F filers
72
New
12
Added
34
Reduced
9
Sold out
3
Shares held by filers
1,465,623

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SigFig Wealth Management, LLC200,274$9.26M0.34%+11,11113F-HRTimeline
RETIREMENT CAPITAL STRATEGIES129,938$6M2.27%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.112,324$5.19M<0.01%013F-HRTimelineGroup
Olde Wealth Management, LLC92,631$4.28M1.53%+5,74113F-HRTimeline
Colorado Capital Management, Inc.75,640$3.49M1.69%+4,61513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC67,756$3.13M<0.01%+4,39113F-HRTimeline
UBS Group AGin group UBS Group AG65,676$3.03M<0.01%+95813F-HRTimelineGroup
Balanced Rock Investment Advisors LLC62,686$2.9M2.29%+2,59713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC58,850$2.72M0.12%+30,35013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC40,978$1.89M<0.01%13F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC37,415$1.73M<0.01%+4,36513F-HRTimelineGroup
LPL Financial LLC33,135$1.53M<0.01%+12,16213F-HRTimeline
HARBOUR INVESTMENTS, INC.32,525$1.5M0.04%+40413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,253$1.44M<0.01%+1,45113F-HR/ATimelineGroup
Cetera Investment Advisers27,338$1.26M<0.01%-94313F-HRTimeline
HighTower Advisors, LLC24,388$1.13M<0.01%+8,53613F-HRTimeline
Mandatum Life Insurance Co Ltd21,595$998K0.3%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,095$974K<0.01%-3,33513F-HRTimelineGroup
Walkner Condon Financial Advisors LLC20,209$934K0.19%-2,98313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/20,008$924K<0.01%+1,50813F-HRTimelineGroup
Atria Wealth Solutions, Inc.19,125$883K0.01%-27113F-HRTimeline
Cambridge Investment Research Advisors,…18,252$843K<0.01%+7313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,071$835K<0.01%-3,35813F-HRTimelineGroup
Better Money Decisions, LLC15,566$719K0.5%+3,23213F-HRTimeline
Topel & Distasi Wealth Management, LLC14,318$661K0.28%+19113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,884$641K<0.01%+28613F-HRTimelineGroup
Larson Financial Group LLC13,085$604K0.03%+23513F-HRTimeline
SEEDS INVESTOR LLC13,031$602K0.17%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC12,707$587K0.06%-1,95813F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,271$567K<0.01%+6,05113F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…11,911$550K0.02%+34813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,021$510K<0.01%-4913F-HRTimelineGroup
CW Advisors, LLC10,497$485K0.01%-2,07213F-HRTimeline
Freedom Investment Management, Inc.8,085$373K0.03%+72213F-HRTimeline
NATURAL INVESTMENTS, LLC6,675$308K0.09%13F-HRTimeline
One Capital Management, LLC6,537$302K0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC6,405$296K<0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC5,805$268K0.01%new13F-HRTimeline
Milestone Investment Advisors LLC5,393$249K0.07%+1,35413F-HRTimeline
Farmers National Bank5,306$245K0.07%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …5,231$242K0.06%+4113F-HRTimelineGroup
Curtis Advisory Group, LLC5,160$238K0.06%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,040$236K<0.01%+62213F-HRTimelineGroup
Baker Avenue Asset Management, LP4,850$224K0.01%+613F-HRTimeline
Gladstone Institutional Advisory LLC4,790$221K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC4,508$208K<0.01%+72813F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…4,473$207K0.02%-7913F-HRTimelineGroup
Private Advisor Group, LLC4,467$206K<0.01%+7513F-HRTimeline
Avior Wealth Management, LLC3,491$161K0.01%+7313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,549$118K<0.01%+10213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,502$116K<0.01%+54913F-HRTimelineGroup
Continuum Advisory, LLC2,314$107K0.01%013F-HRTimeline
AE Wealth Management LLC2,033$93.9K<0.01%new13F-HRTimeline
MAI Capital Management1,518$70.1K<0.01%new13F-HRTimeline
Horizons Wealth Management1,299$60K0.05%013F-HRTimeline
CWM, LLCin group CWM, LLC1,047$48K<0.01%+2113F-HRTimelineGroup
Cranbrook Wealth Management, LLC1,036$47.9K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.847$39.1K<0.01%+6513F-HRTimelineGroup
High Note Wealth, LLC747$34.5K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.732$33.8K0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.730$33.7K0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC694$32.1K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC600$27.7K<0.01%013F-HRTimeline
Front Row Advisors LLC425$19.6K0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.323$15.1K0.01%13F-HRTimeline
Sunbelt Securities, Inc.200$9.25K<0.01%013F-HRTimeline
PFS Partners, LLC166$7.69K<0.01%+313F-HRTimeline
IFP Advisors, Inc123$5.68K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC50$2.31K<0.01%+113F-HRTimeline
Allworth Financial LP18$841<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$68<0.01%new13F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.