Who Owns HYXF?
iShares ESG Advanced High Yield Corporate Bond ETF — Institutional Ownership & 13F Holdings
$46.84
-0.03 (-0.06%)
Market Cap
$198.4M
Shares Outstanding
4,152,228
Institutional Holders
68
Total Inst. Value
$54.3M
% of Float Held
—
QoQ Holder Change
+26
Institutional data as of Q1 2025
New Positions
13
Closed Positions
9
Increased
28
Decreased
16
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | SigFig Wealth Management, LLC | $9.4M | 203,719 |
| 2 | BlackRock, Inc. | $4.9M | 105,916 |
| 3 | Colorado Capital Management, Inc.New | $3.8M | 82,048 |
| 4 | UBS Group AG | $3.3M | 71,089 |
| 5 | OSAIC HOLDINGS, INC. | $3.0M | 63,890 |
| 6 | Balanced Rock Investment Advisors LLC | $2.8M | 61,002 |
| 7 | Olde Wealth Management, LLC | $2.8M | 60,739 |
| 8 | JONES FINANCIAL COMPANIES LLLP | $2.2M | 45,574 |
| 9 | RAYMOND JAMES FINANCIAL INC | $1.9M | 41,624 |
| 10 | BANK OF AMERICA CORP /DE/ | $1.9M | 41,078 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SigFig Wealth Management, LLC | +3K | $9.4M |
| Colorado Capital Management, Inc.New | +82K | $3.8M |
| UBS Group AG | +5K | $3.3M |
| OSAIC HOLDINGS, INC. | +32K | $3.0M |
| JONES FINANCIAL COMPANIES LLLP | +43K | $2.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Olde Wealth Management, LLC | -32K | $2.8M |
| BlackRock, Inc. | -6K | $4.9M |
| Larson Financial Group LLC | -5K | $387K |
| VERUS CAPITAL PARTNERS, LLC | -4K | $461K |
| Kestra Advisory Services, LLC | -3K | $507 |
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Frequently Asked Questions
How many institutional investors hold HYXF?
As of Q1 2025, 68 institutional investors report holding HYXF (iShares ESG Advanced High Yield Corporate Bond ETF) in their 13F filings.
Which hedge fund owns the most HYXF?
The largest institutional holder of HYXF is SigFig Wealth Management, LLC with $9.4M in shares.
Are institutions buying or selling HYXF?
This quarter, 13 institutions opened new positions in HYXF and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.