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 $65.04M 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 $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 $6.51M, representing an estimated loss of -0.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% 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
89
Total Reported Value
$65.04M
Largest Holder
Lpl Financial Llc
Largest Position
$6.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
102
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 | $6,507,895 | -$31,069 | -0.48% | |
| Bank Of Montreal | 0.00% | 91,280 | $4,264,200 | $4,243,936 | -$20,264 | -0.48% | |
| Ubs Group Ag | 0.00% | 82,741 | $3,865,329 | $3,846,927 | -$18,402 | -0.48% | |
| Balanced Rock Investment Advisors Llc | 2.33% | 80,019 | $3,738,123 | $3,720,371 | -$17,752 | -0.47% | |
| Wells Fargo & Company/Mn | 0.00% | 77,944 | $3,641,184 | $3,623,897 | -$17,287 | -0.47% | |
| Commonwealth Equity Services, Llc | 0.00% | 77,604 | $3,625,298 | $3,608,089 | -$17,209 | -0.47% | |
| Raymond James Financial Inc | 0.00% | 72,596 | $3,391,366 | $3,375,249 | -$16,117 | -0.48% | |
| Assetmark, Inc | 0.00% | 61,880 | $2,890,761 | $2,877,024 | -$13,737 | -0.48% | |
| Bank Of America Corp | 0.00% | 54,428 | $2,542,650 | $2,530,554 | -$12,096 | -0.48% | |
| Osaic Holdings, Inc. | 0.00% | 52,285 | $2,444,058 | $2,430,918 | -$13,140 | -0.54% | |
| Hightower Advisors, Llc | 0.00% | 45,387 | $2,120,290 | $2,110,205 | -$10,085 | -0.48% | |
| Seeds Investor Llc | 0.22% | 44,914 | $2,098,164 | $2,088,214 | -$9,950 | -0.47% | |
| Apella Capital, Llc | 0.02% | 31,506 | $1,465,988 | $1,464,827 | -$1,161 | -0.08% | |
| Cetera Investment Advisers | 0.00% | 30,756 | $1,436,773 | $1,429,957 | -$6,816 | -0.47% | |
| Modern Wealth Management, Llc | 0.02% | 28,835 | $1,347,044 | $1,340,643 | -$6,401 | -0.48% | |
| Royal Bank Of Canada | 0.00% | 26,249 | $1,226,000 | $1,220,411 | -$5,589 | -0.46% | |
| Hsbc Holdings Plc | 0.00% | 24,000 | $1,121,174 | $1,115,846 | -$5,328 | -0.48% | |
| Envestnet Asset Management Inc | 0.00% | 22,672 | $1,059,137 | $1,054,103 | -$5,034 | -0.48% | |
| One Capital Management, Llc | 0.03% | 21,073 | $975,928 | $979,760 | +$3,832 | +0.39% | |
| Topel & Distasi Wealth Management, Llc | 0.42% | 18,729 | $874,936 | $870,779 | -$4,157 | -0.48% | |
| Impact Investors, Inc | 0.58% | 17,125 | $800,005 | $796,203 | -$3,802 | -0.48% | |
| Summit Wealth Group, Llc | 0.16% | 17,105 | $799,070 | $795,273 | -$3,797 | -0.48% | |
| Mason & Associates Inc | 0.12% | 16,325 | $762,632 | $759,008 | -$3,624 | -0.48% | |
| Jones Financial Companies Lllp | 0.00% | 15,538 | $725,236 | $722,418 | -$2,818 | -0.39% | |
| Ameritas Investment Partners, Inc. | 0.02% | 15,232 | $711,584 | $708,191 | -$3,393 | -0.48% | |
| Bank Of New York Mellon Corp | 0.00% | 15,014 | $701,383 | $698,055 | -$3,328 | -0.47% | |
| Mutual Advisors, Llc | 0.01% | 10,749 | $502,146 | $499,760 | -$2,386 | -0.48% | |
| Harbour Investments, Inc. | 0.01% | 10,502 | $490,607 | $488,276 | -$2,331 | -0.48% | |
| Huntington National Bank | 0.00% | 9,882 | $461,644 | $459,450 | -$2,194 | -0.48% | |
| American Money Management, Llc | 0.06% | 9,298 | $434,362 | $432,297 | -$2,065 | -0.48% | |
| Diversified Enterprises, Llc | 0.02% | 9,209 | $430,198 | $428,160 | -$2,038 | -0.47% | |
| Fmr Llc | 0.00% | 7,642 | $357,007 | $355,304 | -$1,703 | -0.48% | |
| Sbe Llc Dba Cedar Cove Wealth Partners | 0.16% | 7,413 | $346,290 | $344,657 | -$1,633 | -0.47% | |
| Walkner Condon Financial Advisors Llc | 0.04% | 7,356 | $343,640 | $342,007 | -$1,633 | -0.48% | |
| Marshall Investment Management, Llc | 0.12% | 6,313 | $294,910 | $293,514 | -$1,396 | -0.47% | |
| Finarc Investments, Inc. | 0.27% | 6,295 | $294,075 | $292,677 | -$1,398 | -0.48% | |
| Schmidt P J Investment Management Inc | 0.04% | 6,146 | $287,107 | $285,750 | -$1,357 | -0.47% | |
| Fifth Third Securities, Inc. | 0.02% | 6,011 | $280,827 | $279,473 | -$1,354 | -0.48% | |
| Verus Capital Partners, Llc | 0.02% | 5,993 | $279,987 | $278,636 | -$1,351 | -0.48% | |
| Baker Avenue Asset Management, Lp | 0.01% | 5,840 | $272,837 | $271,523 | -$1,314 | -0.48% | |
| Ameriprise Financial Inc | 0.00% | 5,802 | $271,028 | $269,756 | -$1,272 | -0.47% | |
| Jpmorgan Chase & Co | 0.00% | 5,540 | $258,857 | $257,575 | -$1,282 | -0.50% | |
| Heartland Bank & Trust Co | 0.05% | 5,516 | $257,683 | $256,459 | -$1,224 | -0.48% | |
| Stifel Financial Corp | 0.00% | 5,162 | $241,146 | $240,000 | -$1,146 | -0.48% | |
| Sweeney & Michel, Llc | 0.06% | 5,152 | $239,330 | $239,535 | +$205 | +0.09% | |
| Financial Gravity Asset Management, Inc. | 0.04% | 5,060 | $234,338 | $235,258 | +$920 | +0.39% | |
| Moneta Group Investment Advisors Llc | 0.00% | 5,016 | $234,320 | $233,212 | -$1,108 | -0.47% | |
| Farmers National Bank | 0.05% | 4,881 | $228,019 | $226,935 | -$1,084 | -0.48% | |
| Kestra Advisory Services, Llc | 0.00% | 4,761 | $222,420 | $221,356 | -$1,064 | -0.48% | |
| Curtis Advisory Group, Llc | 0.04% | 4,695 | $219,330 | $218,287 | -$1,043 | -0.48% |
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.