ISHARES ESG ADV HIGH YIELD (HYXF) Institutional Ownership Changes & 13F Activity

ISHARES ESG ADV HIGH YIELD (HYXF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Osaic Holdings, Inc., Bank Of Montreal, Raymond James Financial Inc, and Balanced Rock Investment Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Balanced Rock Investment Advisors LlcBuy+6,920+9.5%80,019$3.74MQ2 2026Aug 17, 2026
Wells Fargo & Company/MnBuy+40,231+106.7%77,944$3.64MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+35,854+218.2%52,285$2.44MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-9,754-11.8%72,596$3.39MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+6,821+78.2%15,538$725.24KQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+5,8025,802$271.03KQ2 2026Aug 14, 2026
Moneta Group Investment Advisors LlcBuy+5,0165,016$234.32KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+3,620+7.1%54,428$2.54MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+3,337+13.1%28,835$1.35MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+2,694+33.4%10,749$502.15KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+996996$46.53KQ2 2026Aug 14, 2026
Larson Financial Group LlcSell-956-19.3%4,004$187.06KQ2 2026Aug 14, 2026
Marshall Investment Management, LlcBuy+722+12.9%6,313$294.91KQ2 2026Aug 14, 2026
Milestone Investment Advisors LlcSell-99-2.1%4,676$218.44KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+8+0.0%26,249$1.23MQ2 2026Aug 14, 2026
Ubs Group AgBuy+1,516+1.9%82,741$3.87MQ2 2026Aug 13, 2026
Ameritas Investment Partners, Inc.Buy+1,230+8.8%15,232$711.58KQ2 2026Aug 13, 2026
Fmr LlcBuy+523+7.3%7,642$357.01KQ2 2026Aug 13, 2026
American Money Management, LlcBuy+274+3.0%9,298$434.36KQ2 2026Aug 13, 2026
Olde Wealth Management, LlcBuy+4+0.0%24,011$1.12MQ2 2026Aug 13, 2026
Morgan StanleyBuy+11$89.00Q2 2026Aug 13, 2026
Bank Of MontrealBuy+16,800+22.6%91,280$4.26MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+5,5405,540$258.86KQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+5,1625,162$241.15KQ2 2026Aug 12, 2026
Ep Wealth Advisors, LlcSell-2,892-39.5%4,435$207.18KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-879-7.7%10,502$490.61KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+531+1.8%30,756$1.44MQ2 2026Aug 12, 2026
Seeds Investor LlcBuy+372+0.8%44,914$2.10MQ2 2026Aug 12, 2026
Heartland Bank & Trust CoSell-59-1.1%5,516$257.68KQ2 2026Aug 12, 2026
Farmers National BankBuy+4,8814,881$228.02KQ2 2026Aug 11, 2026
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Frequently asked questions about HYXF activity

  • Which institutional owners are buying HYXF?

    Institutional owners buying HYXF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HYXF activity?

    "Buy" means an investor increased their reported position in HYXF compared to the prior reporting period. This reflects growing exposure to ISHARES ESG ADV HIGH YIELD (HYXF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HYXF increasing?

    Institutional interest in HYXF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.