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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Commonwealth Equity Services, Llc, Balanced Rock Investment Advisors Llc, Bank Of America Corp, Osaic Holdings, Inc., and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Verus Capital Partners, Llc | Sell | -1,442 | -16.4% | 7,361 | $347.85K | Q4 2025 | Jul 09, 2026 |
| Hsbc Holdings Plc | Buy | +24,000 | — | 24,000 | $1.13M | Q4 2025 | Mar 06, 2026 |
| Sunbelt Securities, Inc. | Buy | +100 | — | 100 | $4.73K | Q4 2025 | Feb 20, 2026 |
| Birchwood Financial Partners, Inc. | Buy | +470 | — | 470 | $22.21K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +43,619 | — | 43,619 | $2.06M | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +15,344 | — | 15,344 | $725.11K | Q4 2025 | Feb 18, 2026 |
| Garton & Associates Financial Advisors Llc | Buy | +210 | — | 210 | $9.92K | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +54,123 | — | 54,123 | $2.56M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +45,150 | — | 45,150 | $2.14M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +30,338 | — | 30,338 | $1.43M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +21,508 | — | 21,508 | $1.02M | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, Llc | Buy | +7,118 | — | 7,118 | $336.38K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +6,824 | — | 6,824 | $322.49K | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +5,677 | — | 5,677 | $268.28K | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +5,481 | — | 5,481 | $259.02K | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +5,084 | — | 5,084 | $240.25K | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory Llc | Buy | +4,648 | — | 4,648 | $219.65K | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | Buy | +867 | — | 867 | $40.97K | Q4 2025 | Feb 17, 2026 |
| Balanced Rock Investment Advisors Llc | Buy | +70,831 | — | 70,831 | $3.35M | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +30,377 | — | 30,377 | $1.44M | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +9,858 | — | 9,858 | $465.84K | Q4 2025 | Feb 13, 2026 |
| Mml Investors Services, Llc | Buy | +5,186 | — | 5,186 | $245.08K | Q4 2025 | Feb 13, 2026 |
| Financial Gravity Asset Management, Inc. | Buy | +5,113 | — | 5,113 | $241.63K | Q4 2025 | Feb 13, 2026 |
| Mai Capital Management | Buy | +1,435 | — | 1,435 | $67.81K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +1 | — | 1 | $49.00 | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +89,557 | — | 89,557 | $4.23M | Q4 2025 | Feb 12, 2026 |
| Jane Street Group, Llc | Buy | +36,372 | — | 36,372 | $1.72M | Q4 2025 | Feb 12, 2026 |
| Olde Wealth Management, Llc | Buy | +24,940 | — | 24,940 | $1.18M | Q4 2025 | Feb 12, 2026 |
| Sbe Llc Dba Cedar Cove Wealth Partners | Buy | +6,548 | — | 6,548 | $309.45K | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, Lcc | Buy | +701 | — | 701 | $33.13K | Q4 2025 | Feb 12, 2026 |
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.