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HYXU Institutional Ownership

iShares International High Yield Bond ETF
1W: +0.4% 1M: -1.3% 3M: -0.6% 1Y: +16.6% 3Y: +41.6% 5Y: +14.1%
$54.78
Last traded 2025-11-26 — delisted
ETF CBOE · AUM $72.0M

Institutional Ownership — HYXU

112
Institutional Holders
+27 vs prior quarter
0.0%
Ownership
+0.00pp
211M
Total Invested
34
New Positions
43
Increased
22
Reduced
6
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (116 total)

# Holder Shares Value Change Change % Holding Period Filing
1 ENVESTNET ASSET MANAGEMENT INC 1,000,791 55M +315,491 +46.0% 2Q SEC ↗
2 LPL Financial LLC 394,155 22M +76,957 +24.3% 5Q SEC ↗
3 ASSETMARK, INC 304,427 17M +188,359 +162.3% 2Q SEC ↗
4 Cetera Investment Advisers 271,585 15M +79,073 +41.1% 2Q SEC ↗
5 Betterment LLC NEW 224,944 12M — +0.0% 1Q SEC ↗
6 MML INVESTORS SERVICES, LLC 152,771 8M +20,736 +15.7% 2Q SEC ↗
7 MORGAN STANLEY 147,734 8M +8,258 +5.9% 47Q SEC ↗
8 JPMORGAN CHASE & CO 137,404 8M +4,926 +3.7% 2Q SEC ↗
9 Envestnet Portfolio Solutions, Inc. 114,757 6M +23,409 +25.6% 2Q SEC ↗
10 COMMONWEALTH EQUITY SERVICES, LLC 110,245 6M +7,149 +6.9% 4Q SEC ↗
11 Vestmark Advisory Solutions, Inc. 82,733 5M — +0.0% 2Q SEC ↗
12 OneDigital Investment Advisors LLC NEW 80,620 4M — +0.0% 1Q SEC ↗
13 AE Wealth Management LLC 73,411 4M +14,723 +25.1% 26Q SEC ↗
14 NorthCoast Asset Management LLC 70,116 4M +1,930 +2.8% 4Q SEC ↗
15 Kelly Financial Services LLC 67,238 4M -822 -1.2% 2Q SEC ↗
16 Obsido Oy 60,933 3M -205 -0.3% 7Q SEC ↗
17 DIVERSIFY WEALTH MANAGEMENT, LLC 54,223 3M +5,854 +12.1% 2Q SEC ↗
18 Diversify Advisory Services, LLC NEW 54,223 3M — +0.0% 1Q SEC ↗
19 Patriot Financial Group Insurance Agen 48,868 3M -42,268 -46.4% 5Q SEC ↗
20 JANE STREET GROUP, LLC NEW 47,271 3M — +0.0% 1Q SEC ↗
21 JB Capital LLC 39,525 2M +3,766 +10.5% 2Q SEC ↗
22 UNITED CAPITAL FINANCIAL ADVISORS, LLC NEW 36,829 2M — +0.0% 1Q SEC ↗
23 BANK OF AMERICA CORP /DE 33,513 2M +511 +1.5% 15Q SEC ↗
24 PNC Financial Services Group, Inc. 32,941 2M +27,764 +536.3% 2Q SEC ↗
25 PARK AVENUE SECURITIES LLC 32,375 2M +5,314 +19.6% 2Q SEC ↗
26 Breakwater Investment Management 26,647 1M -1,249 -4.5% 10Q SEC ↗
27 Triad Wealth Partners, LLC 25,104 1M -5,942 -19.1% 2Q SEC ↗
28 C2P Capital Advisory Group, LLC d.b.a. 24,590 1M +1,922 +8.5% 2Q SEC ↗
29 OSAIC HOLDINGS, INC. 24,276 1M +6,711 +38.2% 26Q SEC ↗
30 CreativeOne Wealth, LLC 23,479 1M -1,388 -5.6% 2Q SEC ↗
31 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 21,246 1M — +0.0% 1Q SEC ↗
32 Sanctuary Advisors, LLC 19,665 1M +1,625 +9.0% 2Q SEC ↗
33 Cambridge Investment Research Advisors 19,387 1M +4,990 +34.7% 2Q SEC ↗
34 UBS AM, a distinct business unit of UB 17,199 942K — +0.0% 2Q SEC ↗
35 Simplicity Wealth,LLC NEW 14,292 783K — +0.0% 1Q SEC ↗
36 ShoreHaven Wealth Partners, LLC 13,823 757K +129 +0.9% 2Q SEC ↗
37 Summit Financial, LLC NEW 10,439 572K — +0.0% 1Q SEC ↗
38 Invst, LLC 10,108 554K +146 +1.5% 2Q SEC ↗
39 Haven Private, LLC 10,058 551K +3,107 +44.7% 4Q SEC ↗
40 Synergy Asset Management, LLC 9,887 542K +1,353 +15.9% 3Q SEC ↗
41 TRUIST FINANCIAL CORP 9,776 536K -11,933 -55.0% 24Q SEC ↗
42 Orion Porfolio Solutions, LLC 9,495 520K +108 +1.2% 2Q SEC ↗
43 Sequoia Financial Advisors, LLC 9,344 512K -1,317 -12.4% 2Q SEC ↗
44 World Investment Advisors 8,895 487K +195 +2.2% 2Q SEC ↗
45 NewEdge Advisors, LLC 8,451 463K +4,678 +124.0% 2Q SEC ↗
46 SIGNET FINANCIAL MANAGEMENT, LLC NEW 8,058 441K — +0.0% 1Q SEC ↗
47 Insight Wealth Strategies, LLC 7,969 437K +267 +3.5% 5Q SEC ↗
48 Global View Capital Management LLC NEW 7,845 430K — +0.0% 1Q SEC ↗
49 Wagner Wealth Management, Corp 7,380 404K -234 -3.1% 3Q SEC ↗
50 Integrated Advisors Network LLC 7,330 402K +1,688 +29.9% 2Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
ENVESTNET ASSET MANAGEMENT INC +315,491 +46.0% 1,000,791
ASSETMARK, INC +188,359 +162.3% 304,427
Cetera Investment Advisers +79,073 +41.1% 271,585
LPL Financial LLC +76,957 +24.3% 394,155
PNC Financial Services Group, Inc. +27,764 +536.3% 32,941
Envestnet Portfolio Solutions, Inc. +23,409 +25.6% 114,757
MML INVESTORS SERVICES, LLC +20,736 +15.7% 152,771
AE Wealth Management LLC +14,723 +25.1% 73,411
MORGAN STANLEY +8,258 +5.9% 147,734
COMMONWEALTH EQUITY SERVICES, LLC +7,149 +6.9% 110,245
OSAIC HOLDINGS, INC. +6,711 +38.2% 24,276
DIVERSIFY WEALTH MANAGEMENT, LLC +5,854 +12.1% 54,223
PARK AVENUE SECURITIES LLC +5,314 +19.6% 32,375
Cambridge Investment Research Advis +4,990 +34.7% 19,387
JPMORGAN CHASE & CO +4,926 +3.7% 137,404
NewEdge Advisors, LLC +4,678 +124.0% 8,451
Arax Advisory Partners +4,107 +310.9% 5,428
JB Capital LLC +3,766 +10.5% 39,525
Transamerica Financial Advisors, LL +3,117 +83.0% 6,873
Haven Private, LLC +3,107 +44.7% 10,058
Biggest Decreases (16)
HolderReducedChange %Total Shares
US BANCORP \DE -54,892 -99.9% 43
Patriot Financial Group Insurance A -42,268 -46.4% 48,868
TRUIST FINANCIAL CORP -11,933 -55.0% 9,776
Triad Wealth Partners, LLC -5,942 -19.1% 25,104
CreativeOne Wealth, LLC -1,388 -5.6% 23,479
Sequoia Financial Advisors, LLC -1,317 -12.4% 9,344
Breakwater Investment Management -1,249 -4.5% 26,647
Icon Wealth Advisors, LLC -836 -17.6% 3,907
Kelly Financial Services LLC -822 -1.2% 67,238
Wagner Wealth Management, Corp -234 -3.1% 7,380
Obsido Oy -205 -0.3% 60,933
Cornerstone Planning Group LLC -135 -66.2% 69
FMR LLC -132 -83.5% 26
UBS Group AG -111 -96.5% 4
Ausdal Financial Partners, Inc. -65 -1.6% 4,045
Signature Equity Partners, LLC -10 -21.7% 36

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms