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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 2026-03-31, 1,539,639 shares in all. 9 filers opened a position and 10 filers sold out during the quarter.

Managers
83
13F filers
83
New
9
Added
40
Reduced
20
Sold out
10
Shares held by filers
1,539,639

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LPL Financial LLC122,012$5.65M<0.01%+3,83713F-HRTimeline
Colorado Capital Management, Inc.97,836$4.53M1.69%+4,11413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC89,303$4.14M0.01%-25413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC82,350$3.81M<0.01%+38,73113F-HRTimelineGroup
UBS Group AGin group UBS Group AG81,225$3.76M<0.01%+86013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/74,480$3.45M<0.01%new13F-HRTimelineGroup
Balanced Rock Investment Advisors LLC73,099$3.39M2.37%+2,26813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC60,767$2.81M0.01%+11,19913F-HRTimelineGroup
Impact Investors, Inc54,651$2.53M1.76%+3,09613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/50,808$2.35M<0.01%-3,31513F-HRTimelineGroup
SEEDS INVESTOR LLC44,542$2.09M0.28%+8,04413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC40,986$1.9M<0.01%+4,61413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN37,713$1.75M<0.01%+7,33613F-HR/ATimelineGroup
Apella Capital, LLC30,462$1.43M0.02%new13F-HRTimeline
Cetera Investment Advisers30,225$1.4M<0.01%-11313F-HRTimeline
HighTower Advisors, LLC29,980$1.39M<0.01%+1,45813F-HRTimeline
Financial Connections Group, Inc.29,454$1.36M0.47%-1,73913F-HRTimeline
Cambridge Investment Research Advisors,…26,926$1.25M<0.01%+3,88313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,241$1.22M<0.01%+4,73313F-HRTimelineGroup
Modern Wealth Management, LLC25,498$1.18M0.02%+18,38013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC24,000$1.11M<0.01%013F-HRTimelineGroup
Olde Wealth Management, LLC24,007$1.11M0.35%-93313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,185$981K<0.01%+6,41513F-HRTimelineGroup
One Capital Management, LLC21,073$976K0.03%+2,32013F-HRTimeline
Aurora Private Wealth, Inc.19,250$905K0.64%-6,57013F-HRTimeline
Topel & Distasi Wealth Management, LLC17,917$830K0.43%-1,59513F-HRTimeline
Summit Wealth Group, LLC16,966$786K0.18%+1,14913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,431$761K<0.01%-28,71913F-HRTimelineGroup
Mason & Associates Inc16,540$760K0.15%+9,54213F-HRTimeline
NATURAL INVESTMENTS, LLC14,742$682K0.17%+4,67813F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…14,002$648K0.02%+62213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,515$626K<0.01%new13F-HRTimelineGroup
iA Global Asset Management Inc.12,150$563K0.01%-17,20013F-HRTimeline
HARBOUR INVESTMENTS, INC.11,381$527K0.01%-1,70813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,305$524K<0.01%new13F-HRTimelineGroup
Diversified Enterprises, LLC9,235$428K0.02%+71913F-HRTimeline
American Money Management, LLC9,024$418K0.07%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,717$400K<0.01%+3,63313F-HRTimelineGroup
Mutual Advisors, LLC8,055$373K0.01%+3,26413F-HRTimeline
Walkner Condon Financial Advisors LLC7,461$346K0.05%+13913F-HRTimeline
EP Wealth Advisors, LLC7,327$339K<0.01%-8,01713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC7,235$335K0.02%-12613F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS7,129$330K0.17%+58113F-HRTimeline
FMR LLCin group FMR LLC7,119$330K<0.01%+29513F-HRTimelineGroup
FinArc Investments, Inc.6,295$292K0.28%13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,062$281K0.05%+2113F-HRTimeline
Farmers National Bank5,986$277K0.06%+23913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,982$277K<0.01%+50113F-HR/ATimelineGroup
Baker Avenue Asset Management, LP5,805$269K0.01%+9413F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC5,591$259K0.12%+4613F-HRTimeline
Heartland Bank & Trust Co5,575$258K0.06%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,317$244K<0.01%+5,14013F-HR/ATimelineGroup
SWEENEY & MICHEL, LLC5,051$236K0.07%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …5,060$234K0.04%-5313F-HRTimelineGroup
Larson Financial Group LLC4,960$230K0.01%-39213F-HRTimeline
Milestone Investment Advisors LLC4,775$221K0.05%-21713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,753$220K<0.01%-5,10513F-HRTimelineGroup
Gladstone Institutional Advisory LLC4,648$215K0.01%013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…4,519$209K0.01%-39813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,471$161K<0.01%+1213F-HRTimelineGroup
Sunrise Financial Services, LLC2,888$134K0.09%new13F-HRTimeline
CWM, LLCin group CWM, LLC2,869$133K<0.01%+1113F-HRTimelineGroup
Key Financial Inc1,700$78.7K0.01%013F-HRTimeline
Rossby Financial, LCC1,571$72.6K0.02%+87013F-HRTimeline
IMA Advisory Services, Inc.1,499$68.4K0.01%+1413F-HRTimeline
MAI Capital Management1,449$67.1K<0.01%+1413F-HRTimeline
Horizons Wealth Management1,299$60.2K0.04%013F-HRTimeline
Farther Finance Advisors, LLC1,289$59.6K<0.01%-60813F-HRTimeline
AE Wealth Management LLC1,011$46.8K<0.01%-34013F-HRTimeline
PFS Partners, LLC750$34.7K0.02%+11813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.717$33.2K<0.01%013F-HRTimelineGroup
Glassy Mountain Advisors, Inc.672$31.1K0.01%013F-HRTimeline
High Note Wealth, LLC505$23.4K<0.01%-513F-HRTimeline
Triumph Capital Management491$22.7K<0.01%+6113F-HRTimeline
IFP Advisors, Inc477$22.1K<0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.470$21.8K0.02%013F-HRTimeline
Front Row Advisors LLC425$19.7K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.393$18.1K<0.01%+6713F-HRTimeline
Cranbrook Wealth Management, LLC352$16.3K<0.01%013F-HRTimeline
Millstone Evans Group, LLC251$11.6K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management243$11.3K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.100$4.63K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC44$2.05K<0.01%new13F-HRTimeline