Who owns iShares ESG Advanced High Yield Corporate Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of HYXF from SEC Form 13F filings across 86 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 86 institutions disclosed 1.6M shares of iShares ESG Advanced High Yield Corporate Bond ETF worth $74.6M — about 35.9% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
86
13F holders
$74.6M
value, 2026 filers
35.9%
of shares outstanding (1.6M sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of HYXF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 139,974 | $6.5M | 0.0% | 3.1% | +14.7% |
| 2 | Colorado Capital Management, Inc. | 100,698 | $4.7M | 1.6% | 2.3% | +2.9% |
| 3 | BANK OF MONTREAL /CAN/ | 91,280 | $4.3M | 0.0% | 2.1% | +22.6% |
| 4 | UBS Group AG | 82,741 | $3.9M | 0.0% | 1.9% | +1.9% |
| 5 | Balanced Rock Investment Advisors LLC | 80,019 | $3.7M | 2.3% | 1.8% | +9.5% |
| 6 | WELLS FARGO & COMPANY/MN | 77,944 | $3.6M | 0.0% | 1.8% | +106.7% |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 77,604 | $3.6M | 0.0% | 1.7% | -13.1% |
| 8 | RAYMOND JAMES FINANCIAL INC | 72,596 | $3.4M | 0.0% | 1.6% | -11.8% |
| 9 | ASSETMARK, INC | 61,880 | $2.9M | 0.0% | 1.4% | +1.8% |
| 10 | BANK OF AMERICA CORP /DE/ | 54,428 | $2.5M | 0.0% | 1.2% | +7.1% |
| 11 | OSAIC HOLDINGS, INC. | 52,285 | $2.4M | 0.0% | 1.2% | +218.2% |
| 12 | HighTower Advisors, LLC | 45,387 | $2.1M | 0.0% | 1% | +51.4% |
| 13 | SEEDS INVESTOR LLC | 44,914 | $2.1M | 0.2% | 1% | +0.8% |
| 14 | Apella Capital, LLC | 31,506 | $1.5M | 0.0% | 0.7% | +3.4% |
| 15 | Cetera Investment Advisers | 30,756 | $1.4M | 0.0% | 0.7% | +1.8% |
| 16 | Modern Wealth Management, LLC | 28,835 | $1.3M | 0.0% | 0.6% | +13.1% |
| 17 | Cambridge Investment Research Advisors, Inc. | 27,021 | $1.3M | 0.0% | 0.6% | +0.4% |
| 18 | ROYAL BANK OF CANADA | 26,249 | $1.2M | 0.0% | 0.6% | 0.0% |
| 19 | Olde Wealth Management, LLC | 24,011 | $1.1M | 0.3% | 0.5% | 0.0% |
| 20 | HSBC HOLDINGS PLC | 24,000 | $1.1M | 0.0% | 0.5% | 0.0% |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 22,672 | $1.1M | 0.0% | 0.5% | +7.0% |
| 22 | One Capital Management, LLC | 21,073 | $975,928 | 0.0% | 0.5% | 0.0% |
| 23 | Topel & Distasi Wealth Management, LLC | 18,729 | $874,936 | 0.4% | 0.4% | +4.5% |
| 24 | Aurora Private Wealth, Inc. | 18,693 | $873,000 | 0.6% | 0.4% | -2.9% |
| 25 | Impact Investors, Inc | 17,125 | $800,005 | 0.6% | 0.4% | -68.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.