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Disclosery

HYXF ISHARES TR

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ESG ADVNCD HY BD (fund)

69 managers (69 13F filers) reported a position in HYXF shares at 2025-03-31, 1,343,170 shares in all. 4 filers opened a position and 7 filers sold out during the quarter.

Managers
69
13F filers
69
New
4
Added
33
Reduced
19
Sold out
7
Shares held by filers
1,343,170

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC203,719$9.44M0.34%+3,44513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.105,916$4.9M<0.01%-6,40813F-HRTimelineGroup
Colorado Capital Management, Inc.82,048$3.8M1.77%+6,40813F-HRTimeline
UBS Group AGin group UBS Group AG71,089$3.29M<0.01%+5,41313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC66,808$3.09M<0.01%-94813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.63,890$2.96M0.01%+32,63713F-HRTimelineGroup
Balanced Rock Investment Advisors LLC61,002$2.82M2.25%-1,68413F-HRTimeline
Olde Wealth Management, LLC60,739$2.81M0.99%-31,89213F-HRTimeline
LPL Financial LLC45,957$2.13M<0.01%+12,82213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC41,624$1.93M<0.01%+64613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC41,533$1.92M0.01%+4,11813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/41,078$1.9M<0.01%+21,07013F-HRTimelineGroup
Atria Wealth Solutions, Inc.38,150$1.77M0.02%+19,02513F-HRTimeline
HARBOUR INVESTMENTS, INC.32,055$1.48M0.04%-47013F-HRTimeline
Cetera Investment Advisers28,124$1.3M<0.01%+78613F-HRTimeline
HighTower Advisors, LLC26,234$1.21M<0.01%+1,84613F-HRTimeline
Better Money Decisions, LLC22,441$1.04M0.69%+6,87513F-HRTimeline
SEEDS INVESTOR LLC20,315$941K0.26%+7,28413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,141$933K<0.01%-95413F-HRTimelineGroup
Walkner Condon Financial Advisors LLC18,949$878K0.18%-1,26013F-HRTimeline
Cambridge Investment Research Advisors,…18,814$871K<0.01%+56213F-HRTimeline
One Capital Management, LLC18,270$846K0.03%+11,73313F-HRTimeline
Topel & Distasi Wealth Management, LLC17,270$800K0.37%+2,95213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN14,293$662K<0.01%+2,02213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,518$626K<0.01%+2,49713F-HR/ATimelineGroup
Mandatum Life Insurance Co Ltd13,478$624K0.19%-8,11713F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…12,600$584K0.02%+68913F-HRTimelineGroup
CW Advisors, LLC11,763$545K0.01%+1,26613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,948$507K<0.01%-2,93613F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC9,623$446K0.04%-3,08413F-HR/ATimeline
Larson Financial Group LLC8,346$387K0.02%-4,73913F-HRTimeline
Freedom Investment Management, Inc.7,905$366K0.03%-18013F-HRTimeline
NATURAL INVESTMENTS, LLC7,155$331K0.09%+48013F-HRTimeline
Mason & Associates Inc6,472$300K0.07%new13F-HRTimeline
Farmers National Bank5,454$253K0.07%+14813F-HRTimeline
Milestone Investment Advisors LLC5,389$250K0.07%-413F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …5,251$243K0.05%13F-HRTimelineGroup
Baker Avenue Asset Management, LP5,176$240K0.01%+32613F-HRTimeline
Curtis Advisory Group, LLC5,160$239K0.07%013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…5,097$236K0.02%+62413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,040$236K<0.01%013F-HR/ATimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC4,813$223K0.14%new13F-HRTimeline
Private Advisor Group, LLC4,670$216K<0.01%+20313F-HRTimeline
Gladstone Institutional Advisory LLC4,648$215K0.01%-14213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,647$215K<0.01%+2,09813F-HRTimelineGroup
FMR LLCin group FMR LLC4,578$212K<0.01%+7013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,809$130K<0.01%+30713F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC2,802$130K<0.01%+1,75513F-HRTimelineGroup
Continuum Advisory, LLC2,315$107K0.01%+113F-HRTimeline
AE Wealth Management LLC1,965$91K<0.01%-6813F-HRTimeline
Key Financial Inc1,700$78.7K0.02%new13F-HRTimeline
MAI Capital Management1,420$65.8K<0.01%-9813F-HRTimeline
IMA Advisory Services, Inc.1,410$64.3K0.01%new13F-HRTimeline
Horizons Wealth Management1,299$60.2K0.05%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.847$39.2K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.730$33.8K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.698$32.3K0.01%-3413F-HRTimeline
High Note Wealth, LLC667$30.9K0.01%-8013F-HRTimeline
NewEdge Advisors, LLC600$27.8K<0.01%013F-HRTimeline
Front Row Advisors LLC425$19.7K0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC352$16.3K<0.01%-68413F-HRTimeline
AMERIFLEX GROUP, INC.323$15K0.01%013F-HRTimeline
Sunbelt Securities, Inc.200$9.26K<0.01%013F-HRTimeline
PFS Partners, LLC168$7.79K<0.01%+213F-HRTimeline
IFP Advisors, Inc163$7.55K<0.01%+4013F-HRTimeline
Farther Finance Advisors, LLC68$3.14K<0.01%+1813F-HRTimeline
Allworth Financial LP18$830<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$85<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.