Vault-13

ISHARES TR HYXF

ESG ADVNCD HY BD · ETP · CUSIP 46435G441

84 institutional holders +0 vs Q4 2025
1,539,6391.5m shares reported held*
$71.8mreported value*
9 new 40 added 21 reduced 10 sold out net sold ≈ $3.1m (-66.2k 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 ≈ $46.64.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 60Q4 22: 59Q1 23: 61Q2 23: 51Q3 23: 56Q4 23: 58Q1 24: 62Q2 24: 58Q3 24: 62Q4 24: 73Q1 25: 70Q2 25: 70Q3 25: 75Q4 25: 84Q1 26: 8484Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 202575
Q4 202584
Q1 202684

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 41 bought or addedQ2 24: 19 cut or sold outQ3 24: 42 bought or addedQ3 24: 15 cut or sold outQ3 24Q4 24: 46 bought or addedQ4 24: 12 cut or sold outQ1 25: 37 bought or addedQ1 25: 26 cut or sold outQ1 25Q2 25: 38 bought or addedQ2 25: 24 cut or sold outQ3 25: 48 bought or addedQ3 25: 19 cut or sold outQ3 25Q4 25: 51 bought or addedQ4 25: 21 cut or sold outQ1 26: 49 bought or addedQ1 26: 31 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244119
Q3 20244215
Q4 20244612
Q1 20253726
Q2 20253824
Q3 20254819
Q4 20255121
Q1 20264931

Biggest buyers

BANK OF MONTREAL /CAN/ New +74,480+74.5k
RAYMOND JAMES FINANCIAL INC Added +38,731+38.7k
Apella Capital, LLC New +30,462+30.5k
Modern Wealth Management, LLC Added +18,380+18.4k
Bank of New York Mellon Corp New +13,515+13.5k
CITADEL ADVISORS LLC New +11,305+11.3k
ASSETMARK, INC Added +11,199+11.2k
Mason & Associates Inc Added +9,542+9.5k
SEEDS INVESTOR LLC Added +8,044+8.0k
WELLS FARGO & COMPANY/MN Added +7,336+7.3k

Biggest sellers

SigFig Wealth Management, LLC Sold out -239,468-239.5k
OSAIC HOLDINGS, INC. Reduced -28,719-28.7k
HSBC HOLDINGS PLC Reduced -24,000-24.0k
iA Global Asset Management Inc. Reduced -17,200-17.2k
EP Wealth Advisors, LLC Reduced -8,017-8.0k
Aurora Private Wealth, Inc. Reduced -6,570-6.6k
Private Advisor Group, LLC Sold out -5,677-5.7k
MML INVESTORS SERVICES, LLC Sold out -5,186-5.2k
Curtis Advisory Group, LLC Sold out -5,160-5.2k
Kestra Advisory Services, LLC Reduced -5,105-5.1k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 122,012122.0k $5.7m $5.7m 0.00% Added +3.8k +3,837
2 Colorado Capital Management, Inc. 1.69% of their portfolio BOULDER, CO 97,83697.8k $4.5m $4.5m 1.69% Added +4.1k +4,114
3 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 89,30389.3k $4.1m $4.1m 0.01% Reduced -254 -254
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 82,35082.3k $3.8m $3.8m 0.00% Added +38.7k +38,731
5 UBS Group AG 0.00% of their portfolio ZURICH, V8 81,22581.2k $3.8m $3.8m 0.00% Added +860 +860
6 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 74,48074.5k $3.4m $3.4m 0.00% New
7 Balanced Rock Investment Advisors LLC 2.37% of their portfolio ROSLINDALE, MA 73,09973.1k $3.4m $3.4m 2.37% Added +2.3k +2,268
8 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 60,76760.8k $2.8m $2.8m 0.01% Added +11.2k +11,199
9 Impact Investors, Inc 1.76% of their portfolio SAN FRANCISCO, CA 54,65154.7k $2.5m $2.5m 1.76% Added +3.1k +3,096
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 50,80850.8k $2.4m $2.4m 0.00% Reduced -3.3k -3,315
11 SEEDS INVESTOR LLC 0.28% of their portfolio NEW YORK, NY 44,54244.5k $2.1m $2.1m 0.28% Added +8.0k +8,044
12 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 40,98641.0k $1.9m $1.9m 0.00% Added +4.6k +4,614
13 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 37,71337.7k $1.7m $1.7m 0.00% Added +7.3k +7,336
14 Apella Capital, LLC 0.02% of their portfolio WEST HARTFORD, CT 30,46230.5k $1.4m $1.4m 0.02% New
15 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 30,22530.2k $1.4m $1.4m 0.00% Reduced -113 -113
16 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 29,98030.0k $1.4m $1.4m 0.00% Added +1.5k +1,458
17 Financial Connections Group, Inc. 0.47% of their portfolio CORTE MADERA, CA 29,45429.5k $1.4m $1.4m 0.47% Reduced -1.7k -1,739
18 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 26,92626.9k $1.2m $1.2m 0.00% Added +3.9k +3,883
19 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 26,24126.2k $1.2m $1.2m 0.00% Added +4.7k +4,733
20 Modern Wealth Management, LLC 0.02% of their portfolio KANSAS CITY, MO 25,49825.5k $1.2m $1.2m 0.02% Added +18.4k +18,380
21 Olde Wealth Management, LLC 0.35% of their portfolio SAMMAMISH, WA 24,00724.0k $1.1m $1.1m 0.35% Reduced -933 -933
22 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 24,00024.0k $1.1m $1.1m 0.00% Reduced -24.0k -24,000
23 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 21,18521.2k $981.1k $981.1k 0.00% Added +6.4k +6,415
24 One Capital Management, LLC 0.03% of their portfolio WESTLAKE VILLAGE, CA 21,07321.1k $975.9k $975.9k 0.03% Added +2.3k +2,320
25 Aurora Private Wealth, Inc. 0.64% of their portfolio ROCKAWAY, NJ 19,25019.2k $905.0k $905.0k 0.64% Reduced -6.6k -6,570
26 Topel & Distasi Wealth Management, LLC 0.43% of their portfolio BERKELEY, CA 17,91717.9k $829.8k $829.8k 0.43% Reduced -1.6k -1,595
27 Summit Wealth Group, LLC 0.18% of their portfolio WHITE RIVER JUNCTION, VT 16,96617.0k $785.7k $785.7k 0.18% Added +1.1k +1,149
28 Mason & Associates Inc 0.15% of their portfolio LOS ANGELES, CA 16,54016.5k $759.8k $759.8k 0.15% Added +9.5k +9,542
29 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 16,43116.4k $761.1k $761.1k 0.00% Reduced -28.7k -28,719
30 NATURAL INVESTMENTS, LLC 0.17% of their portfolio WINDSOR, CA 14,74214.7k $682.0k $682.0k 0.17% Added +4.7k +4,678
31 Ameritas Investment Partners, Inc. 0.02% of their portfolio LINCOLN, NE 14,00214.0k $648.4k $648.4k 0.02% Added +622 +622
32 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 13,51513.5k $625.9k $625.9k 0.00% New
33 iA Global Asset Management Inc. 0.01% of their portfolio QUEBEC, A8 12,15012.2k $563.0k $563.0k 0.01% Reduced -17.2k -17,200
34 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 11,38111.4k $527.1k $527.1k 0.01% Reduced -1.7k -1,708
35 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,30511.3k $523.6k $523.6k 0.00% New
36 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 9,8829.9k $457.7k $457.7k 0.00% Unchanged
37 Diversified Enterprises, LLC 0.02% of their portfolio Wilmington, DE 9,2359.2k $427.7k $427.7k 0.02% Added +719 +719
38 American Money Management, LLC 0.07% of their portfolio Rancho Santa Fe, CA 9,0249.0k $417.9k $417.9k 0.07% Unchanged
39 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 8,7178.7k $399.6k $399.6k 0.00% Added +3.6k +3,633
40 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 8,0558.1k $373.0k $373.0k 0.01% Added +3.3k +3,264
41 Walkner Condon Financial Advisors LLC 0.05% of their portfolio MADISON, WI 7,4617.5k $345.5k $345.5k 0.05% Added +139 +139
42 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 7,3277.3k $339.3k $339.3k 0.00% Reduced -8.0k -8,017
43 VERUS CAPITAL PARTNERS, LLC 0.02% of their portfolio SCOTTSDALE, AZ 7,2357.2k $335.1k $335.1k 0.02% Reduced -126 -126
44 SBE LLC DBA CEDAR COVE WEALTH PARTNERS 0.17% of their portfolio BLOOMINGTON, MN 7,1297.1k $330.2k $330.2k 0.17% Added +581 +581
45 FMR LLC 0.00% of their portfolio BOSTON, MA 7,1197.1k $329.7k $329.7k 0.00% Added +295 +295
46 FinArc Investments, Inc. 0.28% of their portfolio NORWOOD, MA 6,2956.3k $291.5k $291.5k 0.28% First filing
47 SCHMIDT P J INVESTMENT MANAGEMENT INC 0.05% of their portfolio CEDARBURG, WI 6,0626.1k $280.7k $280.7k 0.05% Added +21 +21
48 Farmers National Bank 0.06% of their portfolio DANVILLE, KY 5,9866.0k $277.2k $277.2k 0.06% Added +239 +239
49 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 5,9826.0k $277.1k $277.1k 0.00% Added +501 +501
50 Baker Avenue Asset Management, LP 0.01% of their portfolio SAN FRANCISCO, CA 5,8055.8k $268.9k $268.9k 0.01% Added +94 +94
51 MARSHALL INVESTMENT MANAGEMENT, LLC 0.12% of their portfolio LITTLETON, CO 5,5915.6k $258.9k $258.9k 0.12% Added +46 +46
52 Heartland Bank & Trust Co 0.06% of their portfolio BLOOMINGTON, IL 5,5755.6k $258.2k $258.2k 0.06% New
53 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 5,3175.3k $244.2k $244.2k 0.00% Added +5.1k +5,140
54 Financial Gravity Asset Management, Inc. 0.04% of their portfolio Lakeway, TX 5,0605.1k $234.3k $234.3k 0.04% Reduced -53 -53
55 SWEENEY & MICHEL, LLC 0.07% of their portfolio CHICO, CA 5,0515.1k $235.8k $235.8k 0.07% New
56 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 4,9605.0k $229.7k $229.7k 0.01% Reduced -392 -392
57 Milestone Investment Advisors LLC 0.05% of their portfolio MIDDLETON, WI 4,7754.8k $221.1k $221.1k 0.05% Reduced -217 -217
58 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 4,7534.8k $220.1k $220.1k 0.00% Reduced -5.1k -5,105
59 Gladstone Institutional Advisory LLC 0.01% of their portfolio Bedminster, NJ 4,6484.6k $215.3k $215.3k 0.01% Unchanged
60 Fifth Third Securities, Inc. 0.01% of their portfolio Cincinnati, OH 4,5194.5k $209.3k $209.3k 0.01% Reduced -398 -398
61 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 3,4713.5k $160.7k $160.7k 0.00% Added +12 +12
62 Sunrise Financial Services, LLC 0.09% of their portfolio BURIEN, WA 2,8882.9k $133.7k $133.7k 0.09% New
63 CWM, LLC 0.00% of their portfolio OMAHA, NE 2,8692.9k $132.9k $132.9k 0.00% Added +11 +11
64 Key Financial Inc 0.01% of their portfolio WEST CHESTER, PA 1,7001.7k $78.7k $78.7k 0.01% Unchanged
65 Rossby Financial, LCC 0.02% of their portfolio MELBOURNE, FL 1,5711.6k $72.6k $72.6k 0.02% Added +870 +870
66 IMA Advisory Services, Inc. 0.01% of their portfolio DENVER, CO 1,4991.5k $68.4k $68.4k 0.01% Added +14 +14
67 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 1,4491.4k $67.1k $67.1k 0.00% Added +14 +14
68 Horizons Wealth Management 0.04% of their portfolio ASHEVILLE, NC 1,2991.3k $60.2k $60.2k 0.04% Unchanged
69 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,2891.3k $59.6k $59.6k 0.00% Reduced -608 -608
70 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1,0111.0k $46.8k $46.8k 0.00% Reduced -340 -340
71 PFS Partners, LLC 0.02% of their portfolio MINE HILL, NJ 750750 $34.7k $34.7k 0.02% Added +118 +118
72 NBT BANK, N.A. 0.00% of their portfolio NORWICH, NY 717717 $33.2k $33.2k 0.00% Unchanged
73 Glassy Mountain Advisors, Inc. 0.01% of their portfolio BETHESDA, MD 672672 $31.1k $31.1k 0.01% Unchanged
74 High Note Wealth, LLC 0.00% of their portfolio DEEPHAVEN, MN 505505 $23.4k $23.4k 0.00% Reduced -5 -5
75 Triumph Capital Management 0.00% of their portfolio DENVER, CO 491491 $22.7k $22.7k 0.00% Added +61 +61
76 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 477477 $22.1k $22.1k 0.00% Unchanged
77 Birchwood Financial Partners, Inc. 0.02% of their portfolio BLOOMINGTON, MN 470470 $21.8k $21.8k 0.02% Unchanged
78 Front Row Advisors LLC 0.01% of their portfolio TIBURON, CA 425425 $19.7k $19.7k 0.01% Unchanged
79 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 393393 $18.1k $18.1k 0.00% Added +67 +67
80 Cranbrook Wealth Management, LLC 0.00% of their portfolio Bloomfield Hills, MI 352352 $16.3k $16.3k 0.00% Unchanged
81 Millstone Evans Group, LLC 0.01% of their portfolio BOULDER, CO 251251 $11.6k $11.6k 0.01% Unchanged
82 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 243243 $11.3k $11.3k 0.00% New
83 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 100100 $4.6k $4.6k 0.00% Unchanged
84 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 4444 $2.0k $2.0k 0.00% New