Vault-13

ISHARES TR HYXF

ESG ADVNCD HY BD · ETP · CUSIP 46435G441

70 institutional holders +0 vs Q1 2025
1,193,3291.2m shares reported held*
$57.1mreported value*
7 new 31 added 18 reduced 6 sold out net sold ≈ $4.2m (-89.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $47.86.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 60Q4 22: 59Q1 23: 61Q2 23: 51Q3 23: 56Q4 23: 58Q1 24: 62Q2 24: 58Q3 24: 62Q4 24: 73Q1 25: 70Q2 25: 7070Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202260
Q4 202259
Q1 202361
Q2 202351
Q3 202356
Q4 202358
Q1 202462
Q2 202458
Q3 202462
Q4 202473
Q1 202570
Q2 202570

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 23: 29 bought or addedQ3 23: 23 cut or sold outQ4 23: 32 bought or addedQ4 23: 22 cut or sold outQ4 23Q1 24: 34 bought or addedQ1 24: 24 cut or sold outQ2 24: 41 bought or addedQ2 24: 19 cut or sold outQ2 24Q3 24: 42 bought or addedQ3 24: 15 cut or sold outQ4 24: 46 bought or addedQ4 24: 12 cut or sold outQ4 24Q1 25: 37 bought or addedQ1 25: 26 cut or sold outQ2 25: 38 bought or addedQ2 25: 24 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232923
Q4 20233222
Q1 20243424
Q2 20244119
Q3 20244215
Q4 20244612
Q1 20253726
Q2 20253824

Biggest buyers

LPL Financial LLC Added +26,816+26.8k
Aurora Private Wealth, Inc. New +16,940+16.9k
ROYAL BANK OF CANADA Added +8,428+8.4k
BANK OF AMERICA CORP /DE/ Added +8,368+8.4k
Diversified Enterprises, LLC New +7,463+7.5k
COMMONWEALTH EQUITY SERVICES, LLC Added +5,445+5.4k
Colorado Capital Management, Inc. Added +4,555+4.6k
MML INVESTORS SERVICES, LLC New +4,531+4.5k
SigFig Wealth Management, LLC Added +4,391+4.4k
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. New +4,218+4.2k

Biggest sellers

BlackRock, Inc. Sold out -105,916-105.9k
Atria Wealth Solutions, Inc. Sold out -38,150-38.1k
OSAIC HOLDINGS, INC. Reduced -29,611-29.6k
Walkner Condon Financial Advisors LLC Reduced -8,748-8.7k
Mandatum Life Insurance Co Ltd Reduced -6,400-6.4k
Thrivent Financial for Lutherans Sold out -5,040-5.0k
MARSHALL INVESTMENT MANAGEMENT, LLC Sold out -4,813-4.8k
Continuum Advisory, LLC Sold out -2,315-2.3k
Larson Financial Group LLC Reduced -2,155-2.2k
Freedom Investment Management, Inc. Reduced -1,222-1.2k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SigFig Wealth Management, LLC 0.33% of their portfolio SAN FRANCISCO, CA 208,110208.1k $9.9m $9.9m 0.33% Added +4.4k +4,391
2 Colorado Capital Management, Inc. 1.76% of their portfolio BOULDER, CO 86,60386.6k $4.1m $4.1m 1.76% Added +4.6k +4,555
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 72,77372.8k $3.5m $3.5m 0.00% Added +26.8k +26,816
4 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 72,25372.3k $3.4m $3.4m 0.00% Added +5.4k +5,445
5 UBS Group AG 0.00% of their portfolio ZURICH, V8 71,65271.7k $3.4m $3.4m 0.00% Added +563 +563
6 Balanced Rock Investment Advisors LLC 2.31% of their portfolio ROSLINDALE, MA 61,98162.0k $2.9m $2.9m 2.31% Added +979 +979
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 49,44649.4k $2.3m $2.3m 0.00% Added +8.4k +8,368
8 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 44,77944.8k $2.1m $2.1m 0.01% Added +3.2k +3,246
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 41,88841.9k $2.0m $2.0m 0.00% Added +264 +264
10 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 34,27934.3k $1.6m $1.6m 0.00% Reduced -29.6k -29,611
11 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 32,49132.5k $1.5m $1.5m 0.04% Added +436 +436
12 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 28,30728.3k $1.3m $1.3m 0.00% Added +183 +183
13 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 26,42826.4k $1.3m $1.3m 0.00% Added +194 +194
14 Better Money Decisions, LLC 0.66% of their portfolio Santa Fe, NM 22,88322.9k $1.1m $1.1m 0.66% Added +442 +442
15 SEEDS INVESTOR LLC 0.25% of their portfolio NEW YORK, NY 22,66622.7k $1.1m $1.1m 0.25% Added +2.4k +2,351
16 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 22,54522.5k $1.1m $1.1m 0.00% Added +3.7k +3,731
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 21,94621.9k $1.0m $1.0m 0.00% Added +8.4k +8,428
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 21,54321.5k $1.0m $1.0m 0.00% Added +1.4k +1,402
19 Topel & Distasi Wealth Management, LLC 0.45% of their portfolio BERKELEY, CA 18,13918.1k $861.6k $861.6k 0.45% Added +869 +869
20 One Capital Management, LLC 0.03% of their portfolio WESTLAKE VILLAGE, CA 17,58517.6k $835.3k $835.3k 0.03% Reduced -685 -685
21 Aurora Private Wealth, Inc. 0.60% of their portfolio ROCKAWAY, NJ 16,94016.9k $805.0k $805.0k 0.60% New
22 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 15,31615.3k $727.5k $727.5k 0.00% Added +1.0k +1,023
23 CW Advisors, LLC 0.01% of their portfolio BOSTON, MA 13,74213.7k $652.7k $652.7k 0.01% Added +2.0k +1,979
24 Ameritas Investment Partners, Inc. 0.02% of their portfolio LINCOLN, NE 12,57712.6k $597.4k $597.4k 0.02% Reduced -23 -23
25 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 10,91310.9k $518.4k $518.4k 0.00% Reduced -35 -35
26 Walkner Condon Financial Advisors LLC 0.09% of their portfolio MADISON, WI 10,20110.2k $484.5k $484.5k 0.09% Reduced -8.7k -8,748
27 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 9,8829.9k $469.4k $469.4k 0.00% Unchanged
28 VERUS CAPITAL PARTNERS, LLC 0.04% of their portfolio SCOTTSDALE, AZ 9,3799.4k $445.5k $445.5k 0.04% Reduced -244 -244
29 NATURAL INVESTMENTS, LLC 0.11% of their portfolio WINDSOR, CA 8,7098.7k $413.0k $413.0k 0.11% Added +1.6k +1,554
30 Diversified Enterprises, LLC 0.03% of their portfolio Wilmington, DE 7,4637.5k $354.5k $354.5k 0.03% New
31 Mandatum Life Insurance Co Ltd 0.09% of their portfolio HELSINKI, H9 7,0787.1k $336.2k $336.2k 0.09% Reduced -6.4k -6,400
32 Freedom Investment Management, Inc. 0.03% of their portfolio SOUTH WINDSOR, CT 6,6836.7k $317.4k $317.4k 0.03% Reduced -1.2k -1,222
33 Mason & Associates Inc 0.07% of their portfolio LOS ANGELES, CA 6,4586.5k $306.8k $306.8k 0.07% Reduced -14 -14
34 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 6,1916.2k $294.1k $294.1k 0.01% Reduced -2.2k -2,155
35 FMR LLC 0.00% of their portfolio BOSTON, MA 6,1636.2k $292.7k $292.7k 0.00% Added +1.6k +1,585
36 Farmers National Bank 0.07% of their portfolio DANVILLE, KY 5,6405.6k $267.9k $267.9k 0.07% Added +186 +186
37 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 5,3935.4k $256.2k $256.2k 0.00% Added +723 +723
38 Milestone Investment Advisors LLC 0.07% of their portfolio MIDDLETON, WI 5,3745.4k $255.3k $255.3k 0.07% Reduced -15 -15
39 Financial Gravity Companies, Inc. 0.05% of their portfolio Lakeway, TX 5,3105.3k $252.2k $252.2k 0.05% First filing
40 Curtis Advisory Group, LLC 0.06% of their portfolio SANTA BARBARA, CA 5,1605.2k $245.1k $245.1k 0.06% Unchanged
41 Baker Avenue Asset Management, LP 0.01% of their portfolio SAN FRANCISCO, CA 4,8594.9k $230.8k $230.8k 0.01% Reduced -317 -317
42 Fifth Third Securities, Inc. 0.02% of their portfolio Cincinnati, OH 4,7134.7k $223.9k $223.9k 0.02% Reduced -384 -384
43 Gladstone Institutional Advisory LLC 0.01% of their portfolio Bedminster, NJ 4,6484.6k $220.8k $220.8k 0.01% Unchanged
44 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 4,6474.6k $220.7k $220.7k 0.00% Unchanged
45 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 4,5524.6k $215.5k $215.5k 0.00% Added +1.7k +1,743
46 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 4,5314.5k $215.0k $215.0k 0.00% New
47 CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 0.01% of their portfolio NEW YORK, NY 4,2184.2k $200.4k $200.4k 0.01% New
48 CWM, LLC 0.00% of their portfolio OMAHA, NE 2,8192.8k $134.0k $134.0k 0.00% Added +17 +17
49 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2,1622.2k $102.7k $102.7k 0.00% Added +197 +197
50 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 1,8261.8k $86.7k $86.7k 0.00% New
51 Key Financial Inc 0.02% of their portfolio WEST CHESTER, PA 1,7001.7k $80.8k $80.8k 0.02% Unchanged
52 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 1,4431.4k $68.5k $68.5k 0.00% Added +23 +23
53 IMA Advisory Services, Inc. 0.01% of their portfolio DENVER, CO 1,4331.4k $67.1k $67.1k 0.01% Added +23 +23
54 Horizons Wealth Management 0.04% of their portfolio ASHEVILLE, NC 1,2991.3k $61.7k $61.7k 0.04% Unchanged
55 Cape Investment Advisory, Inc. 0.02% of their portfolio MCDONOUGH, GA 867867 $41.2k $41.2k 0.02% Added +137 +137
56 NBT BANK, N.A. 0.00% of their portfolio NORWICH, NY 837837 $39.8k $39.8k 0.00% Reduced -10 -10
57 Physician Wealth Advisors, Inc. 0.01% of their portfolio MIDVALE, UT 699699 $33.2k $33.2k 0.01% Added +1 +1
58 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 600600 $28.5k $28.5k 0.00% Unchanged
59 High Note Wealth, LLC 0.01% of their portfolio DEEPHAVEN, MN 510510 $24.2k $24.2k 0.01% Reduced -157 -157
60 Front Row Advisors LLC 0.01% of their portfolio TIBURON, CA 425425 $20.2k $20.2k 0.01% Unchanged
61 Cranbrook Wealth Management, LLC 0.00% of their portfolio Bloomfield Hills, MI 352352 $16.7k $16.7k 0.00% Unchanged
62 AMERIFLEX GROUP, INC. 0.01% of their portfolio LAS VEGAS, NV 323323 $15.3k $15.3k 0.01% Unchanged
63 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 200200 $9.2k $9.2k 0.00% Unchanged
64 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 177177 $8.4k $8.4k 0.00% New
65 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 162162 $7.7k $7.7k 0.00% Reduced -1 -1
66 PFS Partners, LLC 0.00% of their portfolio MINE HILL, NJ 162162 $7.7k $7.7k 0.00% Reduced -6 -6
67 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 130130 $6.2k $6.2k 0.00% New
68 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3030 $1.4k $1.4k 0.00% Reduced -38 -38
69 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1818 $855 $855 0.00% Unchanged
70 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged