ISHARES ESG ADV HIGH YIELD (HYXF) Institutional Shareholders
ISHARES ESG ADV HIGH YIELD (HYXF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $58.79M in HYXF holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of HYXF tracked by InsiderSet, reporting ownership valued at approximately $5.65M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $5.66M, representing an estimated gain of +0.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed HYXF value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Raymond James Financial Inc, Ubs Group Ag, and several other long-term asset managers with concentrated positions in ISHARES ESG ADV HIGH YIELD (HYXF).
This page ranks the largest institutional HYXF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
83
Total Reported Value
$58.79M
Largest Holder
Lpl Financial Llc
Largest Position
$5.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
93
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 122,012 | $5,650,613 | $5,657,086 | +$6,473 | +0.11% | |
| Raymond James Financial Inc | 0.00% | 82,350 | $3,813,776 | $3,818,158 | +$4,382 | +0.11% | |
| Ubs Group Ag | 0.00% | 81,225 | $3,761,692 | $3,765,997 | +$4,305 | +0.11% | |
| Commonwealth Equity Services, Llc | 0.00% | 77,604 | $3,625,298 | $3,598,109 | -$27,189 | -0.75% | |
| Bank Of Montreal | 0.00% | 74,480 | $3,449,303 | $3,453,265 | +$3,962 | +0.11% | |
| Balanced Rock Investment Advisors Llc | 2.37% | 73,099 | $3,385,353 | $3,389,235 | +$3,882 | +0.11% | |
| Assetmark, Inc | 0.00% | 61,880 | $2,890,761 | $2,869,066 | -$21,695 | -0.75% | |
| Bank Of America Corp | 0.00% | 50,808 | $2,353,012 | $2,355,713 | +$2,701 | +0.11% | |
| Seeds Investor Llc | 0.28% | 44,542 | $2,086,219 | $2,065,190 | -$21,029 | -1.01% | |
| Jane Street Group, Llc | 0.00% | 40,986 | $1,898,135 | $1,900,316 | +$2,181 | +0.11% | |
| Wells Fargo & Company/Mn | 0.00% | 37,713 | $1,746,552 | $1,748,563 | +$2,011 | +0.12% | |
| Apella Capital, Llc | 0.02% | 31,506 | $1,465,988 | $1,460,776 | -$5,212 | -0.36% | |
| Cetera Investment Advisers | 0.00% | 30,225 | $1,399,771 | $1,401,382 | +$1,611 | +0.12% | |
| Hightower Advisors, Llc | 0.00% | 29,980 | $1,388,433 | $1,390,023 | +$1,590 | +0.11% | |
| Royal Bank Of Canada | 0.00% | 26,241 | $1,216,000 | $1,216,664 | +$664 | +0.05% | |
| Modern Wealth Management, Llc | 0.02% | 25,498 | $1,178,385 | $1,182,215 | +$3,830 | +0.33% | |
| Hsbc Holdings Plc | 0.00% | 24,000 | $1,111,483 | $1,112,760 | +$1,277 | +0.11% | |
| Envestnet Asset Management Inc | 0.00% | 21,185 | $981,130 | $982,243 | +$1,113 | +0.11% | |
| One Capital Management, Llc | 0.03% | 21,073 | $975,928 | $977,050 | +$1,122 | +0.11% | |
| Topel & Distasi Wealth Management, Llc | 0.43% | 17,917 | $829,769 | $830,722 | +$953 | +0.11% | |
| Impact Investors, Inc | 0.58% | 17,125 | $800,005 | $794,001 | -$6,004 | -0.75% | |
| Summit Wealth Group, Llc | 0.18% | 16,966 | $785,726 | $786,629 | +$903 | +0.11% | |
| Mason & Associates Inc | 0.12% | 16,325 | $762,632 | $756,909 | -$5,723 | -0.75% | |
| Osaic Holdings, Inc. | 0.00% | 16,431 | $761,128 | $761,823 | +$695 | +0.09% | |
| Ameritas Investment Partners, Inc. | 0.02% | 14,002 | $648,444 | $649,203 | +$759 | +0.12% | |
| Bank Of New York Mellon Corp | 0.00% | 13,515 | $625,905 | $626,623 | +$718 | +0.11% | |
| Harbour Investments, Inc. | 0.01% | 11,381 | $527,075 | $527,680 | +$605 | +0.11% | |
| Citadel Advisors Llc | 0.00% | 11,305 | $523,555 | $524,156 | +$601 | +0.11% | |
| Huntington National Bank | 0.00% | 9,882 | $457,653 | $458,179 | +$526 | +0.11% | |
| Diversified Enterprises, Llc | 0.02% | 9,209 | $430,198 | $426,975 | -$3,223 | -0.75% | |
| American Money Management, Llc | 0.07% | 9,024 | $417,918 | $418,398 | +$480 | +0.11% | |
| Jones Financial Companies Lllp | 0.00% | 8,717 | $399,552 | $404,164 | +$4,612 | +1.15% | |
| Mutual Advisors, Llc | 0.01% | 8,055 | $373,042 | $373,470 | +$428 | +0.11% | |
| Sbe Llc Dba Cedar Cove Wealth Partners | 0.16% | 7,413 | $346,290 | $343,704 | -$2,586 | -0.75% | |
| Walkner Condon Financial Advisors Llc | 0.04% | 7,356 | $343,640 | $341,061 | -$2,579 | -0.75% | |
| Ep Wealth Advisors, Llc | 0.00% | 7,327 | $339,327 | $339,716 | +$389 | +0.11% | |
| Fmr Llc | 0.00% | 7,119 | $329,695 | $330,072 | +$377 | +0.11% | |
| Finarc Investments, Inc. | 0.28% | 6,295 | $291,533 | $291,868 | +$335 | +0.11% | |
| Schmidt P J Investment Management Inc | 0.04% | 6,146 | $287,107 | $284,959 | -$2,148 | -0.75% | |
| Fifth Third Securities, Inc. | 0.02% | 6,011 | $280,827 | $278,700 | -$2,127 | -0.76% | |
| Ameriprise Financial Inc | 0.00% | 5,982 | $277,051 | $277,355 | +$304 | +0.11% | |
| Baker Avenue Asset Management, Lp | 0.01% | 5,840 | $272,837 | $270,772 | -$2,065 | -0.76% | |
| Marshall Investment Management, Llc | 0.12% | 5,591 | $258,929 | $259,227 | +$298 | +0.11% | |
| Heartland Bank & Trust Co | 0.06% | 5,575 | $258,188 | $258,485 | +$297 | +0.11% | |
| Sweeney & Michel, Llc | 0.07% | 5,051 | $235,770 | $234,190 | -$1,580 | -0.67% | |
| Financial Gravity Asset Management, Inc. | 0.04% | 5,060 | $234,338 | $234,607 | +$269 | +0.11% | |
| Larson Financial Group Llc | 0.01% | 4,960 | $229,724 | $229,970 | +$246 | +0.11% | |
| Kestra Advisory Services, Llc | 0.00% | 4,761 | $222,420 | $220,744 | -$1,676 | -0.75% | |
| Milestone Investment Advisors Llc | 0.05% | 4,775 | $221,139 | $221,393 | +$254 | +0.11% | |
| Curtis Advisory Group, Llc | 0.04% | 4,695 | $219,330 | $217,684 | -$1,646 | -0.75% |
Frequently asked questions about HYXF
Who owns the most HYXF stock?
The largest holders of HYXF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES ESG ADV HIGH YIELD (HYXF).
Is HYXF widely held by superinvestors?
Many widely followed stocks like HYXF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HYXF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.