Skip to content
Disclosery

HYXF ISHARES TR

Follow

ESG ADVNCD HY BD (fund)

68 managers (69 13F filers) reported a position in HYXF shares at 2025-06-30, 1,182,356 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
68
13F filers
69
New
7
Added
30
Reduced
19
Sold out
6
Shares held by filers
1,182,356

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC208,110$9.85M0.33%+4,39113F-HRTimeline
Colorado Capital Management, Inc.86,603$4.11M1.76%+4,55513F-HRTimeline
LPL Financial LLC72,773$3.46M<0.01%+26,81613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC72,253$3.43M<0.01%+5,44513F-HRTimeline
UBS Group AGin group UBS Group AG71,652$3.4M<0.01%+56313F-HRTimelineGroup
Balanced Rock Investment Advisors LLC61,981$2.94M2.31%+97913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/49,446$2.35M<0.01%+8,36813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC44,779$2.13M0.01%+3,24613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC41,888$1.99M<0.01%+26413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,279$1.63M<0.01%-29,61113F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.32,491$1.54M0.04%+43613F-HRTimeline
Cetera Investment Advisers28,307$1.34M<0.01%+18313F-HRTimeline
HighTower Advisors, LLC26,428$1.26M<0.01%+19413F-HRTimeline
Better Money Decisions, LLC22,883$1.09M0.66%+44213F-HRTimeline
SEEDS INVESTOR LLC22,666$1.08M0.25%+2,35113F-HRTimeline
Cambridge Investment Research Advisors,…22,545$1.07M<0.01%+3,73113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,543$1.02M<0.01%+1,40213F-HRTimelineGroup
Topel & Distasi Wealth Management, LLC18,139$862K0.45%+86913F-HRTimeline
One Capital Management, LLC17,585$835K0.03%-68513F-HRTimeline
Aurora Private Wealth, Inc.16,940$805K0.6%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,316$728K<0.01%+1,02313F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding14,403$684K+1,803Timeline
CW Advisors, LLC13,742$653K0.01%+1,97913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,973$522K<0.01%-2,54513F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,913$518K<0.01%-3513F-HRTimelineGroup
Walkner Condon Financial Advisors LLC10,201$485K0.09%-8,74813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC9,379$445K0.04%-24413F-HR/ATimeline
NATURAL INVESTMENTS, LLC8,709$413K0.11%+1,55413F-HRTimeline
Diversified Enterprises, LLC7,463$354K0.03%new13F-HRTimeline
Mandatum Life Insurance Co Ltd7,078$336K0.09%-6,40013F-HRTimeline
Freedom Investment Management, Inc.6,683$317K0.03%-1,22213F-HRTimeline
Mason & Associates Inc6,458$307K0.07%-1413F-HRTimeline
Larson Financial Group LLC6,191$294K0.01%-2,15513F-HRTimeline
FMR LLCin group FMR LLC6,163$293K<0.01%+1,58513F-HRTimelineGroup
Farmers National Bank5,640$268K0.07%+18613F-HRTimeline
Private Advisor Group, LLC5,393$256K<0.01%+72313F-HRTimeline
Milestone Investment Advisors LLC5,374$255K0.07%-1513F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …5,310$252K0.05%13F-HRTimelineGroup
Curtis Advisory Group, LLC5,160$245K0.06%013F-HRTimeline
Baker Avenue Asset Management, LP4,859$231K0.01%-31713F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…4,713$224K0.02%-38413F-HRTimelineGroup
Gladstone Institutional Advisory LLC4,648$221K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,647$221K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,552$215K<0.01%+1,74313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC4,531$215K<0.01%new13F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.4,218$200K0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,819$134K<0.01%+1713F-HRTimelineGroup
AE Wealth Management LLC2,162$103K<0.01%+19713F-HRTimeline
Key Financial Inc1,700$80.8K0.02%013F-HRTimeline
MAI Capital Management1,443$68.5K<0.01%+2313F-HRTimeline
IMA Advisory Services, Inc.1,433$67.1K0.01%+2313F-HRTimeline
Horizons Wealth Management1,299$61.7K0.04%013F-HRTimeline
Cape Investment Advisory, Inc.867$41.2K0.02%+13713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.837$39.8K<0.01%-1013F-HRTimelineGroup
Physician Wealth Advisors, Inc.699$33.2K0.01%+113F-HRTimeline
NewEdge Advisors, LLC600$28.5K<0.01%013F-HRTimeline
High Note Wealth, LLC510$24.2K0.01%-15713F-HRTimeline
Front Row Advisors LLC425$20.2K0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC352$16.7K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.323$15.3K0.01%013F-HRTimeline
Sunbelt Securities, Inc.200$9.24K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO177$8.41K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc162$7.7K<0.01%-113F-HRTimeline
PFS Partners, LLC162$7.69K<0.01%-613F-HRTimeline
Parallel Advisors, LLC130$6.16K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC30$1.43K<0.01%-3813F-HRTimeline
Allworth Financial LP18$855<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.