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Disclosery

HYXF ISHARES TR

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ESG ADVNCD HY BD (fund)

83 managers (83 13F filers) reported a position in HYXF shares at 2025-12-31, 1,575,591 shares in all. 10 filers opened a position and 6 filers sold out during the quarter.

Managers
83
13F filers
83
New
10
Added
40
Reduced
14
Sold out
6
Shares held by filers
1,575,591

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC239,468$11.3M0.34%+9,66013F-HRTimeline
LPL Financial LLC118,175$5.58M<0.01%+61,95013F-HRTimeline
Colorado Capital Management, Inc.93,722$4.43M1.66%+4,54313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC89,557$4.23M0.01%+18,00013F-HRTimeline
UBS Group AGin group UBS Group AG80,365$3.8M<0.01%+3,63713F-HRTimelineGroup
Balanced Rock Investment Advisors LLC70,831$3.35M2.38%+4,10313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/54,123$2.56M<0.01%+82813F-HRTimelineGroup
Impact Investors, Inc51,555$2.44M1.69%-5613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC49,568$2.34M<0.01%+2,11013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.45,150$2.14M<0.01%-8113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC43,619$2.06M<0.01%+44113F-HRTimelineGroup
SEEDS INVESTOR LLC36,498$1.72M0.33%+8,50313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC36,372$1.72M<0.01%+31,46413F-HRTimelineGroup
Financial Connections Group, Inc.31,193$1.47M0.51%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN30,377$1.44M<0.01%+11,97813F-HRTimelineGroup
Cetera Investment Advisers30,338$1.43M<0.01%+57013F-HRTimeline
iA Global Asset Management Inc.29,350$1.39M0.02%+7,00013F-HRTimeline
HighTower Advisors, LLC28,522$1.35M<0.01%+95613F-HRTimeline
Aurora Private Wealth, Inc.25,820$1.22M0.8%13F-HRTimeline
Olde Wealth Management, LLC24,940$1.18M0.36%-19713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC24,000$1.13M<0.01%013F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…23,043$1.09M<0.01%+3,58913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA21,508$1.02M<0.01%+3,20413F-HRTimelineGroup
Topel & Distasi Wealth Management, LLC19,512$922K0.45%+1,26613F-HRTimeline
One Capital Management, LLC18,753$886K0.03%+98713F-HRTimeline
Summit Wealth Group, LLC15,817$747K0.17%+67013F-HRTimeline
EP Wealth Advisors, LLC15,344$725K<0.01%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,770$698K<0.01%-7,47613F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…13,380$632K0.02%+73413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.13,089$619K0.01%-18,22713F-HRTimeline
NATURAL INVESTMENTS, LLC10,064$475K0.12%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,858$466K<0.01%-1,14213F-HRTimelineGroup
American Money Management, LLC9,024$426K0.07%new13F-HRTimeline
Diversified Enterprises, LLC8,516$402K0.02%+25613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC7,361$348K0.02%-1,44213F-HR/ATimeline
Walkner Condon Financial Advisors LLC7,322$346K0.05%-9813F-HRTimeline
Modern Wealth Management, LLC7,118$336K0.01%new13F-HRTimeline
Mason & Associates Inc6,998$331K0.06%+43513F-HRTimeline
FMR LLCin group FMR LLC6,824$322K<0.01%+41113F-HRTimelineGroup
SBE LLC DBA CEDAR COVE WEALTH PARTNERS6,548$309K0.16%13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,041$285K0.05%new13F-HRTimeline
Farmers National Bank5,747$272K0.06%+3913F-HRTimeline
Baker Avenue Asset Management, LP5,711$270K0.01%+73713F-HRTimeline
Private Advisor Group, LLC5,677$268K<0.01%+10513F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC5,545$262K0.13%+38913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,481$259K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC5,352$253K0.01%+813F-HRTimeline
MML INVESTORS SERVICES, LLC5,186$245K<0.01%+2113F-HRTimeline
Curtis Advisory Group, LLC5,160$244K0.05%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …5,113$242K0.05%+2613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,084$240K<0.01%+66513F-HRTimelineGroup
Milestone Investment Advisors LLC4,992$236K0.06%-6513F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…4,917$232K0.02%+10613F-HRTimelineGroup
Mutual Advisors, LLC4,791$226K<0.01%new13F-HRTimeline
Gladstone Institutional Advisory LLC4,648$220K0.01%013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.4,292$203K0.02%+813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,459$163K<0.01%-1,25713F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,858$135K<0.01%+2213F-HRTimelineGroup
Farther Finance Advisors, LLC1,897$89.7K<0.01%+53013F-HRTimeline
Key Financial Inc1,700$80.3K0.01%013F-HRTimeline
IMA Advisory Services, Inc.1,485$69.1K0.01%+3013F-HRTimeline
MAI Capital Management1,435$67.8K<0.01%-2913F-HRTimeline
AE Wealth Management LLC1,351$63.8K<0.01%-1,20013F-HRTimeline
Horizons Wealth Management1,299$61.4K0.04%013F-HRTimeline
Cape Investment Advisory, Inc.867$41K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.717$33.9K<0.01%-10513F-HRTimelineGroup
Rossby Financial, LCC701$33.1K0.01%+4413F-HRTimeline
Glassy Mountain Advisors, Inc.672$31.8K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.642$30.3K<0.01%-5713F-HRTimeline
PFS Partners, LLC632$29.8K0.01%+46813F-HRTimeline
High Note Wealth, LLC510$24.1K<0.01%013F-HRTimeline
IFP Advisors, Inc477$22.5K<0.01%+32413F-HRTimeline
Birchwood Financial Partners, Inc.470$22.2K0.02%13F-HRTimeline
Triumph Capital Management430$20.3K<0.01%new13F-HRTimeline
Front Row Advisors LLC425$20.1K0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC352$16.6K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.326$15.4K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC251$11.9K0.01%new13F-HRTimeline
Garton & Associates Financial Advisors …210$9.92K0.01%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO177$8.36K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.100$4.73K<0.01%013F-HRTimeline
Allworth Financial LP18$851<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$49<0.01%013F-HR/ATimelineGroup