HYXF Institutional Ownership & Shareholders
ISHARES ESG ADV HIGH YIELD (HYXF) is currently held by 84 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $65.31M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of HYXF tracked by InsiderSet, reporting ownership valued at approximately $6.54M in its June 30, 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 $6.32M, representing an estimated loss of -3.37% 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, Bank Of Montreal, 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
84
Total Reported Value
$65.31M
Largest Holder
Lpl Financial Llc
Largest Position
$6.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
103
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% | 139,974 | $6,538,964 | $6,318,468 | -$220,496 | -3.37% | |
| Bank Of Montreal | 0.00% | 91,280 | $4,264,200 | $4,120,407 | -$143,793 | -3.37% | |
| Ubs Group Ag | 0.00% | 82,741 | $3,865,329 | $3,734,954 | -$130,375 | -3.37% | |
| Balanced Rock Investment Advisors Llc | 2.33% | 80,019 | $3,738,123 | $3,612,082 | -$126,041 | -3.37% | |
| Wells Fargo & Company/Mn | 0.00% | 77,944 | $3,641,184 | $3,518,416 | -$122,768 | -3.37% | |
| Raymond James Financial Inc | 0.00% | 72,596 | $3,391,366 | $3,277,005 | -$114,361 | -3.37% | |
| Commonwealth Equity Services, Llc | 0.00% | 69,607 | $3,139,793 | $3,142,081 | +$2,288 | +0.07% | |
| Assetmark, Inc | 0.01% | 67,586 | $3,048,622 | $3,050,852 | +$2,230 | +0.07% | |
| Bank Of America Corp | 0.00% | 54,428 | $2,542,650 | $2,456,896 | -$85,754 | -3.37% | |
| Osaic Holdings, Inc. | 0.00% | 52,285 | $2,444,058 | $2,360,161 | -$83,897 | -3.43% | |
| Seeds Investor Llc | 0.22% | 44,914 | $2,098,164 | $2,027,431 | -$70,733 | -3.37% | |
| Cetera Investment Advisers | 0.00% | 30,756 | $1,436,773 | $1,388,335 | -$48,438 | -3.37% | |
| Apella Capital, Llc | 0.02% | 31,203 | $1,405,705 | $1,408,513 | +$2,808 | +0.20% | |
| Financial Connections Group, Inc. | 0.47% | 29,454 | $1,364,000 | $1,329,562 | -$34,438 | -2.52% | |
| Modern Wealth Management, Llc | 0.02% | 28,835 | $1,347,044 | $1,301,621 | -$45,423 | -3.37% | |
| Royal Bank Of Canada | 0.00% | 26,249 | $1,226,000 | $1,184,888 | -$41,112 | -3.35% | |
| Hsbc Holdings Plc | 0.00% | 24,000 | $1,121,174 | $1,083,367 | -$37,807 | -3.37% | |
| Olde Wealth Management, Llc | 0.32% | 24,011 | $1,121,000 | $1,083,864 | -$37,136 | -3.31% | |
| Envestnet Asset Management Inc | 0.00% | 22,672 | $1,059,137 | $1,023,421 | -$35,716 | -3.37% | |
| One Capital Management, Llc | 0.03% | 21,073 | $975,928 | $951,242 | -$24,686 | -2.53% | |
| Topel & Distasi Wealth Management, Llc | 0.42% | 18,729 | $874,936 | $845,433 | -$29,503 | -3.37% | |
| Summit Wealth Group, Llc | 0.16% | 17,105 | $799,070 | $772,125 | -$26,945 | -3.37% | |
| Mason & Associates Inc | 0.12% | 16,325 | $762,632 | $736,915 | -$25,717 | -3.37% | |
| Jones Financial Companies Lllp | 0.00% | 15,538 | $725,236 | $701,390 | -$23,846 | -3.29% | |
| Ameritas Investment Partners, Inc. | 0.02% | 15,232 | $711,584 | $687,577 | -$24,007 | -3.37% | |
| Bank Of New York Mellon Corp | 0.00% | 15,014 | $701,383 | $677,736 | -$23,647 | -3.37% | |
| Natural Investments, Llc | 0.13% | 12,539 | $585,000 | $566,014 | -$18,986 | -3.25% | |
| Schmidt P J Investment Management Inc | 0.08% | 11,203 | $505,319 | $505,707 | +$388 | +0.08% | |
| Mutual Advisors, Llc | 0.01% | 10,749 | $502,146 | $485,213 | -$16,933 | -3.37% | |
| Harbour Investments, Inc. | 0.01% | 10,502 | $490,607 | $474,063 | -$16,544 | -3.37% | |
| Huntington National Bank | 0.00% | 9,882 | $461,644 | $446,076 | -$15,568 | -3.37% | |
| American Money Management, Llc | 0.06% | 9,298 | $434,362 | $419,715 | -$14,647 | -3.37% | |
| Diversified Enterprises, Llc | 0.02% | 9,623 | $434,087 | $434,385 | +$298 | +0.07% | |
| Westhill Financial Advisors, Inc. | 0.07% | 8,734 | $393,967 | $394,255 | +$288 | +0.07% | |
| Fmr Llc | 0.00% | 7,642 | $357,007 | $344,962 | -$12,045 | -3.37% | |
| Sbe Llc Dba Cedar Cove Wealth Partners | 0.17% | 7,761 | $350,069 | $350,334 | +$265 | +0.08% | |
| Walkner Condon Financial Advisors Llc | 0.04% | 7,582 | $342,021 | $342,254 | +$233 | +0.07% | |
| Finarc Investments, Inc. | 0.27% | 6,295 | $297,483 | $284,158 | -$13,325 | -4.48% | |
| Fifth Third Securities, Inc. | 0.01% | 6,571 | $296,440 | $296,617 | +$177 | +0.06% | |
| Marshall Investment Management, Llc | 0.12% | 6,313 | $294,910 | $284,971 | -$9,939 | -3.37% | |
| Verus Capital Partners, Llc | 0.02% | 5,993 | $279,987 | $270,526 | -$9,461 | -3.38% | |
| Baker Avenue Asset Management, Lp | 0.01% | 5,840 | $272,837 | $263,619 | -$9,218 | -3.38% | |
| Ameriprise Financial Inc | 0.00% | 5,802 | $271,028 | $261,904 | -$9,124 | -3.37% | |
| Jpmorgan Chase & Co | 0.00% | 5,540 | $258,857 | $250,077 | -$8,780 | -3.39% | |
| Heartland Bank & Trust Co | 0.05% | 5,516 | $257,683 | $248,994 | -$8,689 | -3.37% | |
| Stifel Financial Corp | 0.00% | 5,162 | $241,146 | $233,014 | -$8,132 | -3.37% | |
| Financial Gravity Asset Management, Inc. | 0.04% | 5,060 | $234,338 | $228,410 | -$5,928 | -2.53% | |
| Moneta Group Investment Advisors Llc | 0.00% | 5,016 | $234,320 | $226,424 | -$7,896 | -3.37% | |
| Sweeney & Michel, Llc | 0.06% | 5,178 | $233,578 | $233,736 | +$158 | +0.07% | |
| Farmers National Bank | 0.05% | 4,881 | $228,019 | $220,330 | -$7,689 | -3.37% |
Frequently asked questions about HYXF
Who are the largest institutional holders of HYXF?
The largest institutional holders of HYXF reported in the latest SEC Form 13F filings include Lpl Financial Llc, Bank Of Montreal, Ubs Group Ag, Balanced Rock Investment Advisors Llc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported HYXF position.
What is HYXF institutional ownership?
This page tracks HYXF positions reported by institutional investment managers through SEC Form 13F. ISHARES ESG ADV HIGH YIELD (HYXF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HYXF?
InsiderSet currently tracks 84 institutional managers reporting HYXF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HYXF shareholders.
How much HYXF stock do institutions own?
Institutional investment managers disclosed approximately $65.31M in HYXF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HYXF institutional ownership last updated?
The latest HYXF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HYXF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HYXF position after the reporting date.
Are institutions buying or selling HYXF?
Institutional buying and selling can be analyzed by comparing HYXF positions across consecutive 13F reporting periods. InsiderSet's HYXF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HYXF ownership changes.
How has HYXF institutional ownership changed over time?
InsiderSet tracks HYXF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.