HYXF Institutional Ownership
iShares ESG Advanced High Yield Corporate Bond ETF
1W: -0.8%
1M: -3.0%
3M: -3.8%
YTD: -4.2%
1Y: -4.0%
3Y: +20.6%
5Y: +10.3%
$44.86
+0.08 (+0.19%)
Weekly Expected Move ±0.4%
$44
$45
$45
$45
$45
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — HYXF
92
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
75M
Total Invested
12
New Positions
41
Increased
25
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (103 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 139,974 | $6M | +17,962 | +14.7% | 22Q | SEC ↗ |
| 2 | Colorado Capital Management, Inc. | 100,698 | $5M | +2,862 | +2.9% | 12Q | SEC ↗ |
| 3 | BANK OF MONTREAL /CAN | 91,280 | $4M | +16,800 | +22.6% | 2Q | SEC ↗ |
| 4 | UBS Group AG | 82,741 | $4M | +1,516 | +1.9% | 25Q | SEC ↗ |
| 5 | Balanced Rock Investment Advisors LLC | 80,019 | $4M | +6,920 | +9.5% | 11Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 77,944 | $3M | +40,231 | +106.7% | 15Q | SEC ↗ |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 77,604 | $3M | -11,699 | -13.1% | 33Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 72,596 | $3M | -9,754 | -11.8% | 7Q | SEC ↗ |
| 9 | ASSETMARK, INC | 61,880 | $3M | +1,113 | +1.8% | 14Q | SEC ↗ |
| 10 | BANK OF AMERICA CORP /DE | 54,428 | $2M | +3,620 | +7.1% | 15Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 52,285 | $2M | +35,854 | +218.2% | 26Q | SEC ↗ |
| 12 | HighTower Advisors, LLC | 45,387 | $2M | +15,407 | +51.4% | 21Q | SEC ↗ |
| 13 | SEEDS INVESTOR LLC | 44,914 | $2M | +372 | +0.8% | 7Q | SEC ↗ |
| 14 | Apella Capital, LLC | 31,506 | $1M | +1,044 | +3.4% | 2Q | SEC ↗ |
| 15 | Cetera Investment Advisers | 30,756 | $1M | +531 | +1.8% | 23Q | SEC ↗ |
| 16 | Financial Connections Group, Inc. | 29,454 | $1M | -1,739 | -5.6% | 2Q | SEC ↗ |
| 17 | Modern Wealth Management, LLC | 28,835 | $1M | +3,337 | +13.1% | 3Q | SEC ↗ |
| 18 | Cambridge Investment Research Advisors | 27,021 | $1M | +95 | +0.4% | 22Q | SEC ↗ |
| 19 | ROYAL BANK OF CANADA | 26,249 | $1M | +8 | +0.0% | 25Q | SEC ↗ |
| 20 | Olde Wealth Management, LLC | 24,011 | $1M | +4 | +0.0% | 4Q | SEC ↗ |
| 21 | HSBC HOLDINGS PLC | 24,000 | $1M | — | +0.0% | 4Q | SEC ↗ |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 22,672 | $1M | +1,487 | +7.0% | 22Q | SEC ↗ |
| 23 | One Capital Management, LLC | 21,073 | $945K | — | +0.0% | 19Q | SEC ↗ |
| 24 | Topel & Distasi Wealth Management, LLC | 18,729 | $840K | +812 | +4.5% | 18Q | SEC ↗ |
| 25 | Aurora Private Wealth, Inc. | 18,693 | $839K | -557 | -2.9% | 3Q | SEC ↗ |
| 26 | Impact Investors, Inc | 17,125 | $768K | -37,526 | -68.7% | 4Q | SEC ↗ |
| 27 | Summit Wealth Group, LLC | 17,105 | $767K | +139 | +0.8% | 4Q | SEC ↗ |
| 28 | Mason & Associates Inc | 16,325 | $732K | -215 | -1.3% | 6Q | SEC ↗ |
| 29 | JONES FINANCIAL COMPANIES LLLP | 15,538 | $697K | +6,821 | +78.2% | 10Q | SEC ↗ |
| 30 | Ameritas Investment Partners, Inc. | 15,232 | $683K | +1,230 | +8.8% | 18Q | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 15,014 | $674K | +1,499 | +11.1% | 2Q | SEC ↗ |
| 32 | iA Global Asset Management Inc. | 13,625 | $611K | +1,475 | +12.1% | 4Q | SEC ↗ |
| 33 | ZENITH SOLUTIONS, INC. NEW | 13,508 | $606K | — | +0.0% | 1Q | SEC ↗ |
| 34 | NATURAL INVESTMENTS, LLC | 12,539 | $562K | -2,203 | -14.9% | 3Q | SEC ↗ |
| 35 | Mutual Advisors, LLC | 10,749 | $482K | +2,694 | +33.4% | 3Q | SEC ↗ |
| 36 | HARBOUR INVESTMENTS, INC. | 10,502 | $471K | -879 | -7.7% | 17Q | SEC ↗ |
| 37 | American Money Management, LLC | 9,298 | $417K | +274 | +3.0% | 3Q | SEC ↗ |
| 38 | Diversified Enterprises, LLC | 9,209 | $413K | -26 | -0.3% | 5Q | SEC ↗ |
| 39 | FMR LLC | 7,642 | $343K | +523 | +7.3% | 16Q | SEC ↗ |
| 40 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 7,413 | $333K | +284 | +4.0% | 3Q | SEC ↗ |
| 41 | Walkner Condon Financial Advisors LLC | 7,356 | $330K | -105 | -1.4% | 18Q | SEC ↗ |
| 42 | MARSHALL INVESTMENT MANAGEMENT, LLC | 6,313 | $283K | +722 | +12.9% | 4Q | SEC ↗ |
| 43 | FinArc Investments, Inc. | 6,295 | $282K | — | +0.0% | 2Q | SEC ↗ |
| 44 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 6,146 | $276K | +84 | +1.4% | 3Q | SEC ↗ |
| 45 | Fifth Third Securities, Inc. | 6,011 | $270K | +1,492 | +33.0% | 9Q | SEC ↗ |
| 46 | VERUS CAPITAL PARTNERS, LLC | 5,993 | $269K | -1,242 | -17.2% | 18Q | SEC ↗ |
| 47 | Baker Avenue Asset Management, LP | 5,840 | $262K | +35 | +0.6% | 8Q | SEC ↗ |
| 48 | AMERIPRISE FINANCIAL INC | 5,802 | $260K | -180 | -3.0% | 3Q | SEC ↗ |
| 49 | JPMORGAN CHASE & CO | 5,540 | $249K | +223 | +4.2% | 5Q | SEC ↗ |
| 50 | Heartland Bank & Trust Co | 5,516 | $247K | -59 | -1.1% | 2Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| ZENITH SOLUTIONS, INC. | 13,508 | $606K |
| STIFEL FINANCIAL CORP | 5,162 | $232K |
| Financial Gravity Companies, Inc. | 5,118 | $230K |
| MONETA GROUP INVESTMENT ADVISORS LL | 5,016 | $225K |
| Curtis Advisory Group, LLC | 4,695 | $211K |
| Estate Counselors, LLC | 4,625 | $207K |
| Continuum Advisory, LLC | 2,687 | $121K |
| Integrated Wealth Concepts LLC | 1,289 | $58K |
| FIDUCIARY FINANCIAL ADVISORS | 996 | $45K |
| Cape Investment Advisory, Inc. | 867 | $39K |
| MERCER GLOBAL ADVISORS INC /ADV | 498 | $22K |
| MORGAN STANLEY | 1 | $0K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SigFig Wealth Management, LLC | 239,468 | $11M |
| JANE STREET GROUP, LLC | 40,986 | $2M |
| CITADEL ADVISORS LLC | 11,305 | $507K |
| Private Advisor Group, LLC | 5,677 | $255K |
| MML INVESTORS SERVICES, LLC | 5,186 | $233K |
| CANTOR FITZGERALD INVESTMENT ADVISO | 4,292 | $193K |
| MAI Capital Management | 1,449 | $65K |
| Physician Wealth Advisors, Inc. | 642 | $29K |
| Garton & Associates Financial Advis | 210 | $9K |
| Western Wealth Management, LLC | 150 | $7K |
| Allworth Financial LP | 18 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | +40,231 | +106.7% | 77,944 |
| OSAIC HOLDINGS, INC. | +35,854 | +218.2% | 52,285 |
| LPL Financial LLC | +17,962 | +14.7% | 139,974 |
| BANK OF MONTREAL /CAN | +16,800 | +22.6% | 91,280 |
| HighTower Advisors, LLC | +15,407 | +51.4% | 45,387 |
| Balanced Rock Investment Advisors L | +6,920 | +9.5% | 80,019 |
| JONES FINANCIAL COMPANIES LLLP | +6,821 | +78.2% | 15,538 |
| BANK OF AMERICA CORP /DE | +3,620 | +7.1% | 54,428 |
| Modern Wealth Management, LLC | +3,337 | +13.1% | 28,835 |
| Colorado Capital Management, Inc. | +2,862 | +2.9% | 100,698 |
| Mutual Advisors, LLC | +2,694 | +33.4% | 10,749 |
| UBS Group AG | +1,516 | +1.9% | 82,741 |
| Bank of New York Mellon Corp | +1,499 | +11.1% | 15,014 |
| Fifth Third Securities, Inc. | +1,492 | +33.0% | 6,011 |
| ENVESTNET ASSET MANAGEMENT INC | +1,487 | +7.0% | 22,672 |
| iA Global Asset Management Inc. | +1,475 | +12.1% | 13,625 |
| Ameritas Investment Partners, Inc. | +1,230 | +8.8% | 15,232 |
| ASSETMARK, INC | +1,113 | +1.8% | 61,880 |
| Apella Capital, LLC | +1,044 | +3.4% | 31,506 |
| Topel & Distasi Wealth Management, | +812 | +4.5% | 18,729 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Impact Investors, Inc | -37,526 | -68.7% | 17,125 |
| COMMONWEALTH EQUITY SERVICES, LLC | -11,699 | -13.1% | 77,604 |
| RAYMOND JAMES FINANCIAL INC | -9,754 | -11.8% | 72,596 |
| EP Wealth Advisors, LLC | -2,892 | -39.5% | 4,435 |
| NATURAL INVESTMENTS, LLC | -2,203 | -14.9% | 12,539 |
| Financial Connections Group, Inc. | -1,739 | -5.6% | 29,454 |
| VERUS CAPITAL PARTNERS, LLC | -1,242 | -17.2% | 5,993 |
| Farmers National Bank | -1,105 | -18.5% | 4,881 |
| Larson Financial Group LLC | -956 | -19.3% | 4,004 |
| HARBOUR INVESTMENTS, INC. | -879 | -7.7% | 10,502 |
| Aurora Private Wealth, Inc. | -557 | -2.9% | 18,693 |
| IFP Advisors, Inc | -310 | -65.0% | 167 |
| Mason & Associates Inc | -215 | -1.3% | 16,325 |
| Farther Finance Advisors, LLC | -214 | -16.6% | 1,075 |
| AMERIPRISE FINANCIAL INC | -180 | -3.0% | 5,802 |
| Walkner Condon Financial Advisors L | -105 | -1.4% | 7,356 |
| Milestone Investment Advisors LLC | -99 | -2.1% | 4,676 |
| Heartland Bank & Trust Co | -59 | -1.1% | 5,516 |
| Financial Gravity Asset Management, | -53 | -1.0% | 5,060 |
| Ashton Thomas Private Wealth, LLC | -43 | -97.7% | 1 |