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Disclosery

HYXF ISHARES TR

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ESG ADVNCD HY BD (fund)

74 managers (74 13F filers) reported a position in HYXF shares at 2025-09-30, 1,328,870 shares in all. 14 filers opened a position and 6 filers sold out during the quarter.

Managers
74
13F filers
74
New
14
Added
34
Reduced
12
Sold out
6
Shares held by filers
1,328,870

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC229,808$10.9M0.34%+21,69813F-HRTimeline
Colorado Capital Management, Inc.89,179$4.24M1.64%+2,57613F-HRTimeline
UBS Group AGin group UBS Group AG76,728$3.64M<0.01%+5,07613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC71,557$3.4M<0.01%-69613F-HRTimeline
Balanced Rock Investment Advisors LLC66,728$3.17M2.32%+4,74713F-HRTimeline
LPL Financial LLC56,225$2.67M<0.01%-16,54813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/53,295$2.53M<0.01%+3,84913F-HR/ATimelineGroup
Impact Investors, Inc51,611$2.45M1.61%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC47,458$2.25M<0.01%+2,67913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.45,231$2.15M<0.01%+10,95213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC43,178$2.05M<0.01%+1,29013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.31,316$1.49M0.03%-1,17513F-HRTimeline
Cetera Investment Advisers29,768$1.41M<0.01%+1,46113F-HRTimeline
SEEDS INVESTOR LLC27,995$1.33M0.28%+5,32913F-HRTimeline
HighTower Advisors, LLC27,566$1.31M<0.01%+1,13813F-HRTimeline
Olde Wealth Management, LLC25,137$1.19M0.37%13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC24,000$1.14M<0.01%new13F-HRTimelineGroup
iA Global Asset Management Inc.22,350$1.06M0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,246$1.06M<0.01%+70313F-HRTimelineGroup
Cambridge Investment Research Advisors,…19,454$924K<0.01%-3,09113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN18,399$874K<0.01%+3,08313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,304$869K<0.01%+7,33113F-HRTimelineGroup
Topel & Distasi Wealth Management, LLC18,246$866K0.43%+10713F-HRTimeline
One Capital Management, LLC17,766$844K0.03%+18113F-HRTimeline
Summit Wealth Group, LLC15,147$719K0.17%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding12,646$600K-1,757Timeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,000$522K<0.01%+8713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,557$501K<0.01%new13F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC8,898$423K<0.01%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC8,803$418K0.03%-57613F-HR/ATimeline
Diversified Enterprises, LLC8,260$392K0.03%+79713F-HRTimeline
Walkner Condon Financial Advisors LLC7,420$352K0.06%-2,78113F-HRTimeline
Mason & Associates Inc6,563$312K0.06%+10513F-HRTimeline
FMR LLCin group FMR LLC6,413$305K<0.01%+25013F-HRTimelineGroup
Farmers National Bank5,708$271K0.06%+6813F-HRTimeline
Private Advisor Group, LLC5,572$265K<0.01%+17913F-HRTimeline
Larson Financial Group LLC5,344$254K0.01%-84713F-HRTimeline
MML INVESTORS SERVICES, LLC5,165$245K<0.01%+63413F-HRTimeline
Curtis Advisory Group, LLC5,160$245K0.06%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC5,156$245K0.13%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …5,087$242K0.05%13F-HRTimelineGroup
Milestone Investment Advisors LLC5,057$240K0.06%-31713F-HRTimeline
Baker Avenue Asset Management, LP4,974$236K0.01%+11513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,908$233K<0.01%new13F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…4,811$228K0.02%+9813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\4,716$224K<0.01%+6913F-HRTimelineGroup
Gladstone Institutional Advisory LLC4,648$221K0.01%013F-HRTimeline
FLOW TRADERS U.S. LLC4,431$210K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,419$210K<0.01%-13313F-HRTimelineGroup
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.4,284$203K0.01%+6613F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,836$135K<0.01%+1713F-HRTimelineGroup
AE Wealth Management LLC2,551$121K<0.01%+38913F-HRTimeline
Key Financial Inc1,700$80.5K0.01%013F-HRTimeline
MAI Capital Management1,464$69.5K<0.01%+2113F-HRTimeline
IMA Advisory Services, Inc.1,455$68.1K0.01%+2213F-HRTimeline
Farther Finance Advisors, LLC1,367$64.9K<0.01%+1,33713F-HRTimeline
Horizons Wealth Management1,299$61.7K0.04%013F-HRTimeline
Wealthspire Advisors, LLC1,282$60.9K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.867$41.2K0.04%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.822$39K<0.01%-1513F-HRTimelineGroup
Physician Wealth Advisors, Inc.699$33.2K<0.01%013F-HRTimeline
Glassy Mountain Advisors, Inc.672$31.9K0.01%new13F-HRTimeline
Rossby Financial, LCC657$31.1K0.01%new13F-HRTimeline
NewEdge Advisors, LLC600$28.5K<0.01%013F-HRTimeline
High Note Wealth, LLC510$24.2K<0.01%013F-HRTimeline
Front Row Advisors LLC425$20.2K0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC352$16.7K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO177$8.4K<0.01%013F-HR/ATimelineGroup
PFS Partners, LLC164$7.8K<0.01%+213F-HRTimeline
IFP Advisors, Inc153$7.26K<0.01%-913F-HR/ATimeline
Sunbelt Securities, Inc.100$4.75K<0.01%-10013F-HRTimeline
Allworth Financial LP18$855<0.01%013F-HRTimeline
Advisory Services Network, LLC7$332<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$64<0.01%new13F-HR/ATimelineGroup