Vault-13

ISHARES TR HYXF

ESG ADVNCD HY BD · ETP · CUSIP 46435G441

87 institutional holders +3 vs Q1 2026
1,616,0161.6m shares reported held*
$75.9mreported value*
9 new 41 added 21 reduced 3 sold out net bought ≈ $4.5m (+96.5k 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 ≈ $46.99.

Trends to Q2 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: 84Q2 26: 8787Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 202687

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q3 25: 48 bought or addedQ3 25: 19 cut or sold outQ4 25: 51 bought or addedQ4 25: 21 cut or sold outQ4 25Q1 26: 49 bought or addedQ1 26: 31 cut or sold outQ2 26: 50 bought or addedQ2 26: 24 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244215
Q4 20244612
Q1 20253726
Q2 20253824
Q3 20254819
Q4 20255121
Q1 20264931
Q2 20265024

Biggest buyers

WELLS FARGO & COMPANY/MN Added +40,231+40.2k
OSAIC HOLDINGS, INC. Added +35,854+35.9k
Cambridge Investment Research Advisors, Inc. Added +27,116+27.1k
LPL Financial LLC Added +17,962+18.0k
BANK OF MONTREAL /CAN/ Added +16,800+16.8k
HighTower Advisors, LLC Added +15,407+15.4k
Balanced Rock Investment Advisors LLC Added +6,920+6.9k
JONES FINANCIAL COMPANIES LLLP Added +6,821+6.8k
STIFEL FINANCIAL CORP New +5,162+5.2k
MONETA GROUP INVESTMENT ADVISORS LLC New +5,016+5.0k

Biggest sellers

JANE STREET GROUP, LLC Sold out -40,986-41.0k
Impact Investors, Inc Reduced -37,526-37.5k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -11,699-11.7k
CITADEL ADVISORS LLC Sold out -11,305-11.3k
RAYMOND JAMES FINANCIAL INC Reduced -9,754-9.8k
EP Wealth Advisors, LLC Reduced -2,892-2.9k
NATURAL INVESTMENTS, LLC Reduced -2,203-2.2k
MAI Capital Management Sold out -1,449-1.4k
VERUS CAPITAL PARTNERS, LLC Reduced -1,242-1.2k
Farmers National Bank Reduced -1,105-1.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 139,974140.0k $6.5m $6.5m 0.00% Added +18.0k +17,962
2 Colorado Capital Management, Inc. 1.61% of their portfolio BOULDER, CO 100,698100.7k $4.7m $4.7m 1.61% Added +2.9k +2,862
3 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 91,28091.3k $4.3m $4.3m 0.00% Added +16.8k +16,800
4 UBS Group AG 0.00% of their portfolio ZURICH, V8 82,74182.7k $3.9m $3.9m 0.00% Added +1.5k +1,516
5 Balanced Rock Investment Advisors LLC 2.33% of their portfolio ROSLINDALE, MA 80,01980.0k $3.7m $3.7m 2.33% Added +6.9k +6,920
6 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 77,94477.9k $3.6m $3.6m 0.00% Added +40.2k +40,231
7 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 77,60477.6k $3.6m $3.6m 0.00% Reduced -11.7k -11,699
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 72,59672.6k $3.4m $3.4m 0.00% Reduced -9.8k -9,754
9 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 61,88061.9k $2.9m $2.9m 0.00% Added +1.1k +1,113
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 54,42854.4k $2.5m $2.5m 0.00% Added +3.6k +3,620
11 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 54,04254.0k $2.5m $2.5m 0.00% Added +27.1k +27,116
12 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 52,28552.3k $2.4m $2.4m 0.00% Added +35.9k +35,854
13 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 45,38745.4k $2.1m $2.1m 0.00% Added +15.4k +15,407
14 SEEDS INVESTOR LLC 0.22% of their portfolio NEW YORK, NY 44,91444.9k $2.1m $2.1m 0.22% Added +372 +372
15 Apella Capital, LLC 0.02% of their portfolio WEST HARTFORD, CT 31,50631.5k $1.5m $1.5m 0.02% Added +1.0k +1,044
16 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 30,75630.8k $1.4m $1.4m 0.00% Added +531 +531
17 Modern Wealth Management, LLC 0.02% of their portfolio KANSAS CITY, MO 28,83528.8k $1.3m $1.3m 0.02% Added +3.3k +3,337
18 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 26,24926.2k $1.2m $1.2m 0.00% Added +8 +8
19 Olde Wealth Management, LLC 0.32% of their portfolio SAMMAMISH, WA 24,01124.0k $1.1m $1.1m 0.32% Added +4 +4
20 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 24,00024.0k $1.1m $1.1m 0.00% Unchanged
21 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 22,67222.7k $1.1m $1.1m 0.00% Added +1.5k +1,487
22 One Capital Management, LLC 0.03% of their portfolio WESTLAKE VILLAGE, CA 21,07321.1k $975.9k $975.9k 0.03% Unchanged
23 Topel & Distasi Wealth Management, LLC 0.42% of their portfolio BERKELEY, CA 18,72918.7k $874.9k $874.9k 0.42% Added +812 +812
24 Aurora Private Wealth, Inc. 0.55% of their portfolio ROCKAWAY, NJ 18,69318.7k $873.0k $873.0k 0.55% Reduced -557 -557
25 Impact Investors, Inc 0.58% of their portfolio SAN FRANCISCO, CA 17,12517.1k $800.0k $800.0k 0.58% Reduced -37.5k -37,526
26 Summit Wealth Group, LLC 0.16% of their portfolio WHITE RIVER JUNCTION, VT 17,10517.1k $799.1k $799.1k 0.16% Added +139 +139
27 Mason & Associates Inc 0.12% of their portfolio LOS ANGELES, CA 16,32516.3k $762.6k $762.6k 0.12% Reduced -215 -215
28 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 15,53815.5k $725.2k $725.2k 0.00% Added +6.8k +6,821
29 Ameritas Investment Partners, Inc. 0.02% of their portfolio LINCOLN, NE 15,23215.2k $711.6k $711.6k 0.02% Added +1.2k +1,230
30 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 15,01415.0k $701.4k $701.4k 0.00% Added +1.5k +1,499
31 iA Global Asset Management Inc. 0.01% of their portfolio QUEBEC, A8 13,62513.6k $637.0k $637.0k 0.01% Added +1.5k +1,475
32 ZENITH SOLUTIONS, INC. 0.57% of their portfolio PHILADELPHIA, PA 13,50813.5k $631.0k $631.0k 0.57% First filing
33 NATURAL INVESTMENTS, LLC 0.13% of their portfolio WINDSOR, CA 12,53912.5k $585.0k $585.0k 0.13% Reduced -2.2k -2,203
34 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 10,74910.7k $502.1k $502.1k 0.01% Added +2.7k +2,694
35 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 10,50210.5k $490.6k $490.6k 0.01% Reduced -879 -879
36 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 9,8829.9k $461.6k $461.6k 0.00% Unchanged
37 American Money Management, LLC 0.06% of their portfolio Rancho Santa Fe, CA 9,2989.3k $434.4k $434.4k 0.06% Added +274 +274
38 Diversified Enterprises, LLC 0.02% of their portfolio Wilmington, DE 9,2099.2k $430.2k $430.2k 0.02% Reduced -26 -26
39 FMR LLC 0.00% of their portfolio BOSTON, MA 7,6427.6k $357.0k $357.0k 0.00% Added +523 +523
40 SBE LLC DBA CEDAR COVE WEALTH PARTNERS 0.16% of their portfolio BLOOMINGTON, MN 7,4137.4k $346.3k $346.3k 0.16% Added +284 +284
41 Walkner Condon Financial Advisors LLC 0.04% of their portfolio MADISON, WI 7,3567.4k $343.6k $343.6k 0.04% Reduced -105 -105
42 MARSHALL INVESTMENT MANAGEMENT, LLC 0.12% of their portfolio LITTLETON, CO 6,3136.3k $294.9k $294.9k 0.12% Added +722 +722
43 FinArc Investments, Inc. 0.27% of their portfolio NORWOOD, MA 6,2956.3k $294.1k $294.1k 0.27% Unchanged
44 SCHMIDT P J INVESTMENT MANAGEMENT INC 0.04% of their portfolio CEDARBURG, WI 6,1466.1k $287.1k $287.1k 0.04% Added +84 +84
45 Fifth Third Securities, Inc. 0.02% of their portfolio Cincinnati, OH 6,0116.0k $280.8k $280.8k 0.02% Added +1.5k +1,492
46 VERUS CAPITAL PARTNERS, LLC 0.02% of their portfolio SCOTTSDALE, AZ 5,9936.0k $280.0k $280.0k 0.02% Reduced -1.2k -1,242
47 Baker Avenue Asset Management, LP 0.01% of their portfolio SAN FRANCISCO, CA 5,8405.8k $272.8k $272.8k 0.01% Added +35 +35
48 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 5,8025.8k $271.0k $271.0k 0.00% Reduced -180 -180
49 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 5,5405.5k $258.9k $258.9k 0.00% Added +223 +223
50 Heartland Bank & Trust Co 0.05% of their portfolio BLOOMINGTON, IL 5,5165.5k $257.7k $257.7k 0.05% Reduced -59 -59
51 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 5,1625.2k $241.1k $241.1k 0.00% New
52 SWEENEY & MICHEL, LLC 0.06% of their portfolio CHICO, CA 5,1525.2k $239.3k $239.3k 0.06% Added +101 +101
53 Financial Gravity Companies, Inc. 0.04% of their portfolio Lakeway, TX 5,1185.1k $239.1k $239.1k 0.04% First filing
54 MONETA GROUP INVESTMENT ADVISORS LLC 0.00% of their portfolio ST LOUIS, MO 5,0165.0k $234.3k $234.3k 0.00% New
55 Farmers National Bank 0.05% of their portfolio DANVILLE, KY 4,8814.9k $228.0k $228.0k 0.05% Reduced -1.1k -1,105
56 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 4,7614.8k $222.4k $222.4k 0.00% Added +8 +8
57 Curtis Advisory Group, LLC 0.04% of their portfolio SANTA BARBARA, CA 4,6954.7k $219.3k $219.3k 0.04% New
58 Milestone Investment Advisors LLC 0.05% of their portfolio MIDDLETON, WI 4,6764.7k $218.4k $218.4k 0.05% Reduced -99 -99
59 Gladstone Institutional Advisory LLC 0.01% of their portfolio Bedminster, NJ 4,6484.6k $217.1k $217.1k 0.01% Unchanged
60 Estate Counselors, LLC 0.02% of their portfolio Thiensville, WI 4,6254.6k $216.1k $216.1k 0.02% New
61 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 4,4354.4k $207.2k $207.2k 0.00% Reduced -2.9k -2,892
62 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 4,0044.0k $187.1k $187.1k 0.00% Reduced -956 -956
63 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 3,4713.5k $162.2k $162.2k 0.00% Unchanged
64 Sunrise Financial Services, LLC 0.08% of their portfolio BURIEN, WA 2,8882.9k $134.9k $134.9k 0.08% Unchanged
65 Continuum Advisory, LLC 0.01% of their portfolio EAGLE, ID 2,6872.7k $125.5k $125.5k 0.01% New
66 Key Financial Inc 0.01% of their portfolio WEST CHESTER, PA 1,8611.9k $86.9k $86.9k 0.01% Added +161 +161
67 Rossby Financial, LCC 0.01% of their portfolio MELBOURNE, FL 1,6391.6k $76.6k $76.6k 0.01% Added +68 +68
68 IMA Advisory Services, Inc. 0.00% of their portfolio DENVER, CO 1,5221.5k $70.0k $70.0k 0.00% Added +23 +23
69 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1,2891.3k $60.2k $60.2k 0.00% New
70 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,0751.1k $50.2k $50.2k 0.00% Reduced -214 -214
71 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1,0041.0k $46.9k $46.9k 0.00% Reduced -7 -7
72 FIDUCIARY FINANCIAL ADVISORS 0.00% of their portfolio GRAND RAPIDS, MI 996996 $46.5k $46.5k 0.00% New
73 Cape Investment Advisory, Inc. 0.01% of their portfolio MCDONOUGH, GA 867867 $40.5k $40.5k 0.01% New
74 PFS Partners, LLC 0.01% of their portfolio MINE HILL, NJ 759759 $35.5k $35.5k 0.01% Added +9 +9
75 NBT BANK, N.A. 0.00% of their portfolio NORWICH, NY 702702 $32.8k $32.8k 0.00% Reduced -15 -15
76 Glassy Mountain Advisors, Inc. 0.01% of their portfolio BETHESDA, MD 672672 $31.4k $31.4k 0.01% Unchanged
77 Triumph Capital Management 0.01% of their portfolio DENVER, CO 650650 $30.4k $30.4k 0.01% Added +159 +159
78 High Note Wealth, LLC 0.00% of their portfolio DEEPHAVEN, MN 505505 $23.6k $23.6k 0.00% Unchanged
79 Birchwood Financial Partners, Inc. 0.02% of their portfolio BLOOMINGTON, MN 470470 $22.0k $22.0k 0.02% Unchanged
80 Front Row Advisors LLC 0.01% of their portfolio TIBURON, CA 425425 $19.7k $19.7k 0.01% Unchanged
81 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 393393 $18.3k $18.3k 0.00% Unchanged
82 Cranbrook Wealth Management, LLC 0.00% of their portfolio Bloomfield Hills, MI 352352 $16.4k $16.4k 0.00% Unchanged
83 Millstone Evans Group, LLC 0.01% of their portfolio BOULDER, CO 251251 $11.7k $11.7k 0.01% Unchanged
84 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 244244 $11.4k $11.4k 0.00% Added +1 +1
85 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 167167 $7.8k $7.8k 0.00% Reduced -310 -310
86 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11 $89 $89 0.00% New
87 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 11 $66 $66 0.00% Reduced -43 -43